Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AADDX (ALPINE RISING DIVIDEND FUND INSTITUTIONAL CLASS) | NA | 17.18% | 9.69% | 7.84% | 10.86% | NA | NA | … | … |
Data as of 02/21/2020, Common starting date is 12/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AADDX (ALPINE RISING DIVIDEND FUND INSTITUTIONAL CLASS) | 12/05/2008 | 02/21/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 17.18 | 9.69 | 7.84 | 10.86 | NA | NA | … | … | 2.98 | 21.77 | -5.27 | 17.35 | 10.54 | -2.78 | 9.88 | 30.44 | 12.64 | 0.64 | 11.21 | 21.72 | 1.30 |
| Sharpe Ratio | NA | 2.30 | 0.91 | 0.62 | 0.71 | NA | NA | … | … | 3.32 | 2.82 | -0.52 | 2.48 | 0.77 | -0.19 | 0.90 | 3.16 | 1.06 | 0.02 | 0.64 | 1.39 | 6.52 |
| Standard Deviation(%) | NA | 6.87 | 9.33 | 11.32 | 14.56 | NA | NA | … | … | 6.75 | 7.20 | 12.74 | 6.76 | 13.40 | 14.96 | 10.92 | 9.63 | 11.96 | 28.98 | 17.41 | 15.55 | 3.24 |
| Draw Down(%) | NA | 4.33 | 13.50 | 18.88 | 19.78 | NA | NA | … | … | 1.79 | 4.33 | 13.50 | 3.03 | 11.11 | 14.81 | 9.16 | 5.74 | 10.17 | 19.78 | 16.31 | 12.87 | 0.30 |
| Yield(%) | 0.00 | 9.94 | 8.50 | 6.51 | 8.57 | 6.80 | 5.10 | … | … | 0.00 | 10.63 | 9.03 | 6.79 | 2.87 | 3.93 | 8.04 | 8.38 | 7.14 | 9.64 | 3.95 | 0.00 | 0.00 |
Data as of 02/21/2020, Common starting date is 12/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADDX (ALPINE RISING DIVIDEND FUND INSTITUTIONAL CLASS) |
5.01%
Oct 2013 – Oct 2016 |
5.59%
Dec 2013 – Dec 2018 |
10.11%
Nov 2009 – Nov 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADDX (ALPINE RISING DIVIDEND FUND INSTITUTIONAL CLASS) |
19.26%
Sep 2011 – Sep 2014 |
16.85%
Mar 2009 – Mar 2014 |
11.81%
Mar 2009 – Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart