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AIGYX: ALPINE REALTY INCOME & GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 11.78 0.13(1.12%) June 05
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 03/26/1999 |
| Last Dividend Date: | 03/20/2026 |
| 12-Mo. Yield | 8.08% |
| Expenses | 1.00% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/26/1999 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 14.5 | 19.3 | 12.9 | 1.4 | 3.5 | 5.8 | 4.4 | 8.5 | 4.2 | 9.6 | 13.3 | -29.6 | 22.8 | -16.7 | 27.8 | -7.6 | 8.5 | 8.1 | 3.6 | 31.7 | 2.1 | 18.4 | 9.3 | 28.3 | 47.4 | -50.2 | -19.5 | 28.8 | 11.1 | 29.6 | 32.0 | 14.7 | 13.0 | 32.0 | 8.0 |
| Sharpe Ratio | NA | 2.4 | 1.27 | 0.58 | -0.06 | 0.08 | NA | NA | 0.28 | 0.08 | 0.38 | 0.51 | -1.26 | 1.17 | -0.37 | 2.04 | -0.52 | 0.76 | 0.45 | 0.2 | 2.75 | 0.13 | 1.37 | 0.31 | 1.17 | 0.78 | -0.74 | -0.85 | 1.92 | 0.63 | 2.02 | 3.77 | 1.01 | 1.05 | 2.75 | 0.67 |
| Draw Down(%) | NA | 7.7 | 7.7 | 18.3 | 39.4 | 43.1 | NA | NA | 80.0 | 15.3 | 10.6 | 16.5 | 31.2 | 11.3 | 43.1 | 6.1 | 14.2 | 6.0 | 14.0 | 16.3 | 7.7 | 18.8 | 9.8 | 24.3 | 14.4 | 47.1 | 70.7 | 29.1 | 7.3 | 11.8 | 15.0 | 4.4 | 14.5 | 13.2 | 7.3 | 15.9 |
| Standard Deviation(%) | NA | 14.4 | 13.1 | 16.5 | 19.4 | 21.9 | NA | NA | 25.5 | 16.9 | 15.8 | 19.2 | 24.6 | 19.5 | 45.5 | 12.9 | 17.4 | 10.4 | 17.7 | 17.6 | 11.5 | 16.2 | 13.5 | 29.7 | 24.2 | 60.8 | 69.4 | 26.7 | 13.3 | 14.0 | 14.2 | 8.3 | 13.4 | 10.2 | 10.1 | 10.8 |
| Treynor Ratio | NA | 0.37 | 0.18 | 0.1 | -0.01 | 0.02 | NA | NA | 0.08 | 0.01 | 0.06 | 0.1 | -0.33 | 0.23 | -0.17 | 0.25 | -0.08 | 0.08 | 0.08 | 0.04 | 0.32 | 0.02 | 0.19 | 0.09 | 0.33 | 0.52 | -0.56 | -0.22 | 0.29 | 0.1 | 0.37 | 0.48 | 0.17 | 0.13 | 0.35 | 0.09 |
| Alpha | NA | 0.04 | 0.03 | 0.01 | 0.0 | -0.01 | NA | NA | 0.0 | 0.0 | 0.02 | 0.01 | -0.02 | -0.05 | -0.05 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.05 | -0.11 | -0.01 | -0.01 | 0.01 | 0.03 | 0.03 | 0.04 | 0.01 | 0.04 | 0.05 |
| Beta | NA | 0.94 | 0.91 | 0.95 | 0.95 | 0.98 | NA | NA | 0.93 | 0.96 | 0.96 | 0.93 | 0.95 | 0.98 | 1.0 | 1.04 | 1.07 | 1.01 | 1.03 | 1.01 | 0.98 | 1.04 | 0.98 | 0.98 | 0.86 | 0.9 | 0.91 | 1.01 | 0.89 | 0.87 | 0.77 | 0.66 | 0.8 | 0.86 | 0.8 | 0.83 |
| RSquared | NA | 0.84 | 0.85 | 0.94 | 0.86 | 0.91 | NA | NA | 0.95 | 0.93 | 0.96 | 0.97 | 0.92 | 0.58 | 0.92 | 0.97 | 0.98 | 0.96 | 0.99 | 0.99 | 0.94 | 0.99 | 0.99 | 0.98 | 0.98 | 0.98 | 0.97 | 0.95 | 0.96 | 0.94 | 0.93 | 0.83 | 0.79 | 0.79 | 0.73 | 0.62 |
| Yield(%) | N/A | 0.8 | 8.1 | 8.5 | 4.3 | 7.1 | 8.0 | 5.4 | N/A | 8.2 | 12.2 | 4.4 | 1.7 | 1.5 | 3.5 | 20.3 | 31.0 | 6.0 | 5.7 | 4.6 | 4.3 | 4.2 | 4.6 | 4.7 | 6.1 | 8.1 | 5.2 | 9.7 | 8.3 | 5.4 | 5.5 | 4.7 | 6.7 | 7.5 | 8.2 | 7.4 |
| Dividend Growth(%) | N/A | -90.7 | -35.6 | 198.3 | -75.2 | 44.8 | N/A | N/A | N/A | -36.2 | 205.6 | 79.9 | 40.7 | -66.7 | -81.1 | -60.1 | 426.8 | 9.4 | 19.7 | 35.9 | 0.0 | 3.3 | 1.1 | -3.7 | 3.9 | -28.0 | -62.5 | 37.8 | 68.9 | 19.5 | 46.9 | -24.2 | -4.6 | 12.5 | 9.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/26/1999
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