Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHYMX (ALPINE HIGH YIELD MANAGED DURATION MUNICIPAL FUND INSTITUTIONAL CLASS) | 0.65% | 4.07% | 2.94% | 0.30% | 1.68% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHYMX (ALPINE HIGH YIELD MANAGED DURATION MUNICIPAL FUND INSTITUTIONAL CLASS) | 06/03/2013 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 4.07 | 2.94 | 0.30 | 1.68 | NA | NA | … | … | 0.65 | 2.54 | 4.39 | 2.29 | -8.71 | 4.05 | 2.04 | 5.22 | 1.50 | 4.44 | 2.09 | 2.69 | 7.67 | 0.38 |
| Sharpe Ratio | NA | 0.62 | -0.10 | -0.73 | 0.02 | NA | NA | … | … | -0.25 | -0.09 | 0.31 | -0.52 | -3.45 | 3.12 | 0.43 | 2.67 | 0.09 | 2.91 | 1.20 | 2.05 | 6.58 | 0.61 |
| Standard Deviation(%) | NA | 2.65 | 3.24 | 2.94 | 2.62 | NA | NA | … | … | 2.92 | 4.06 | 2.53 | 2.66 | 2.95 | 1.29 | 4.17 | 1.40 | 1.39 | 1.31 | 1.57 | 1.30 | 1.16 | 1.04 |
| Draw Down(%) | NA | 1.98 | 4.52 | 10.90 | 10.90 | NA | NA | … | … | 1.98 | 4.52 | 1.51 | 3.64 | 10.74 | 1.28 | 7.43 | 0.78 | 1.21 | 0.52 | 2.68 | 0.87 | 0.85 | 0.90 |
| Yield(%) | 0.00 | 3.89 | 3.63 | 2.87 | 2.95 | 2.69 | 2.02 | … | … | 1.42 | 4.08 | 3.66 | 2.89 | 2.48 | 2.34 | 2.94 | 3.16 | 3.34 | 3.11 | 3.28 | 3.43 | 3.63 | 1.18 |
Data as of 06/11/2026, Common starting date is 06/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHYMX (ALPINE HIGH YIELD MANAGED DURATION MUNICIPAL FUND INSTITUTIONAL CLASS) |
-1.55%
May 2021 – May 2024 |
0.16%
Oct 2018 – Oct 2023 |
1.68%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHYMX (ALPINE HIGH YIELD MANAGED DURATION MUNICIPAL FUND INSTITUTIONAL CLASS) |
5.27%
Aug 2013 – Aug 2016 |
3.98%
Aug 2013 – Aug 2018 |
2.27%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
