Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADAVX (ALPINE DYNAMIC DIVIDEND FUND CLASS A) | 9.91% | 24.17% | 15.01% | 8.48% | 10.25% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADAVX (ALPINE DYNAMIC DIVIDEND FUND CLASS A) | 01/03/2012 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.86 | 24.17 | 15.01 | 8.48 | 10.25 | NA | NA | … | … | 9.91 | 20.06 | 7.91 | 14.08 | -9.91 | 16.06 | 9.93 | 25.37 | -10.08 | 21.78 | 6.45 | -1.30 | 6.60 | 20.21 | 5.73 |
| Sharpe Ratio | NA | 1.89 | 0.97 | 0.43 | 0.54 | NA | NA | … | … | 1.58 | 1.22 | 0.42 | 0.92 | -0.56 | 1.41 | 0.29 | 2.15 | -0.82 | 2.87 | 0.40 | -0.09 | 0.59 | 1.84 | 0.43 |
| Standard Deviation(%) | NA | 11.83 | 12.35 | 14.08 | 16.21 | NA | NA | … | … | 14.36 | 14.11 | 10.31 | 11.38 | 20.21 | 11.33 | 32.82 | 11.10 | 14.11 | 7.40 | 15.54 | 15.03 | 11.23 | 10.95 | 13.48 |
| Draw Down(%) | NA | 8.74 | 13.32 | 21.52 | 36.24 | NA | NA | … | … | 8.74 | 13.32 | 6.12 | 10.60 | 21.52 | 5.61 | 36.24 | 6.87 | 18.13 | 2.52 | 14.24 | 14.96 | 11.28 | 9.37 | 12.41 |
| Yield(%) | 0.00 | 8.81 | 7.35 | 6.35 | 7.38 | 7.08 | 5.31 | … | … | 1.99 | 9.18 | 5.88 | 6.75 | 8.26 | 5.23 | 5.38 | 6.39 | 5.39 | 6.29 | 5.89 | 5.88 | 5.98 | 6.55 | 12.35 |
Data as of 06/08/2026, Common starting date is 01/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADAVX (ALPINE DYNAMIC DIVIDEND FUND CLASS A) |
-0.72%
Mar 2017 – Mar 2020 |
0.89%
Mar 2015 – Mar 2020 |
6.32%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADAVX (ALPINE DYNAMIC DIVIDEND FUND CLASS A) |
17.21%
Sep 2022 – Sep 2025 |
13.43%
Mar 2020 – Mar 2025 |
11.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart