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ATOAX: ALPINE ULTRA SHORT MUNICIPAL INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 10.09 0(0.0%) June 05
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 03/31/2004 |
| Last Dividend Date: | 05/28/2026 |
| 12-Mo. Yield | 3.18% |
| Expenses | 0.70% |
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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 03/31/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.1 | 3.4 | 3.5 | 2.5 | 1.7 | 1.3 | 1.7 | 1.6 | 3.5 | 3.6 | 3.6 | 1.0 | -0.1 | 0.7 | 1.3 | 1.2 | 0.7 | 0.3 | 0.3 | 0.3 | 0.2 | 0.6 | 1.7 | 0.9 | 3.0 | 3.3 | 3.9 | 4.0 | 0.8 | -1.3 |
| Sharpe Ratio | NA | 0.09 | 0.84 | 0.27 | 0.0 | 0.03 | NA | NA | 0.49 | 0.68 | 0.02 | -0.06 | -0.74 | -0.42 | 1.05 | -0.46 | -0.36 | 0.06 | 0.51 | 1.28 | 0.93 | 1.35 | 1.39 | 3.89 | 1.75 | 4.9 | 2.77 | 1.29 | 0.9 | -1.46 | -2.28 |
| Draw Down(%) | NA | 0.1 | 0.1 | 0.1 | 0.4 | 0.4 | NA | NA | 2.0 | 0.1 | 0.1 | 0.1 | 0.3 | 0.1 | 0.3 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 0.6 | 0.1 | 0.1 | 0.8 | 1.5 |
| Standard Deviation(%) | NA | 0.8 | 0.9 | 1.0 | 0.9 | 0.7 | NA | NA | 0.6 | 0.9 | 1.0 | 1.0 | 0.6 | 0.2 | 0.4 | 0.4 | 0.5 | 0.3 | 0.3 | 0.2 | 0.4 | 0.1 | 0.4 | 0.4 | 0.4 | 0.6 | 0.9 | 0.6 | 0.6 | 1.0 | 1.2 |
| Treynor Ratio | NA | -0.09 | 0.02 | 0.01 | 0.0 | 0.0 | NA | NA | 0.02 | 0.01 | 0.0 | 0.0 | -0.02 | -0.02 | 0.05 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.23 | 0.01 | -0.03 | -0.8 | 0.08 | 1.52 | -1.87 | -0.45 | 3.36 | 0.06 | -0.32 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 |
| Beta | NA | -0.01 | 0.35 | 0.5 | 0.45 | 0.32 | NA | NA | 0.19 | 0.46 | 0.66 | 0.58 | 0.23 | 0.05 | 0.09 | 0.4 | 0.37 | 0.27 | 0.1 | 0.09 | 0.01 | 0.14 | -0.2 | -0.02 | 0.1 | 0.02 | -0.01 | -0.02 | 0.0 | -0.26 | 0.09 |
| RSquared | NA | 0.0 | 0.19 | 0.4 | 0.35 | 0.26 | NA | NA | 0.07 | 0.44 | 0.64 | 0.4 | 0.14 | 0.01 | 0.19 | 0.42 | 0.24 | 0.24 | 0.05 | 0.03 | 0.0 | 0.27 | 0.06 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.04 | 0.0 |
| Yield(%) | N/A | 0.9 | 3.1 | 3.3 | 2.5 | 1.6 | 1.3 | 1.6 | N/A | 3.4 | 3.5 | 3.4 | 1.0 | 0.0 | 0.7 | 1.2 | 1.2 | 0.7 | 0.4 | 0.3 | 0.2 | 0.3 | 0.6 | 1.6 | 1.1 | 2.5 | 3.8 | 3.7 | 3.4 | 1.4 | 0.3 |
| Dividend Growth(%) | N/A | -73.5 | -2.5 | 306.4 | 204.0 | 0.1 | N/A | N/A | N/A | -0.7 | 1.2 | 236.9 | 4365.2 | -96.5 | -44.6 | -1.2 | 78.9 | 51.3 | 55.2 | 16.0 | -21.9 | -42.9 | -64.3 | 45.4 | -57.3 | -33.6 | 1.1 | 9.3 | 146.4 | 438.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2004
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