Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIAGX (ALPINE REALTY INCOME & GROWTH FUND CLASS A) | 12.81% | 16.73% | 11.42% | 0.44% | 2.92% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIAGX (ALPINE REALTY INCOME & GROWTH 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 (%) | 1.41 | 16.73 | 11.42 | 0.44 | 2.92 | NA | NA | … | … | 12.81 | 3.85 | 9.29 | 13.08 | -29.78 | 22.36 | -17.04 | 27.51 | -7.78 | 8.22 | 6.97 | 3.35 | 31.32 | 1.84 | 17.11 |
| Sharpe Ratio | NA | 1.24 | 0.57 | -0.07 | 0.07 | NA | NA | … | … | 2.39 | 0.06 | 0.36 | 0.50 | -1.27 | 1.14 | -0.38 | 2.01 | -0.53 | 0.73 | 0.38 | 0.19 | 2.73 | 0.11 | 1.28 |
| Standard Deviation(%) | NA | 13.17 | 16.48 | 19.37 | 21.86 | NA | NA | … | … | 14.49 | 16.96 | 15.81 | 19.16 | 24.66 | 19.53 | 45.43 | 12.93 | 17.36 | 10.45 | 17.67 | 17.59 | 11.46 | 16.20 | 13.52 |
| Draw Down(%) | NA | 7.68 | 18.33 | 39.73 | 43.12 | NA | NA | … | … | 7.68 | 15.28 | 10.62 | 16.69 | 31.36 | 11.32 | 43.12 | 6.19 | 14.16 | 5.97 | 14.65 | 16.47 | 7.75 | 18.88 | 9.89 |
| Yield(%) | 0.00 | 7.95 | 8.18 | 4.11 | 6.79 | 7.92 | 5.94 | … | … | 0.70 | 8.05 | 12.06 | 4.18 | 1.52 | 1.24 | 3.32 | 19.91 | 30.90 | 5.70 | 4.67 | 4.33 | 4.05 | 3.95 | 4.41 |
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 |
|---|---|---|---|---|
| AIAGX (ALPINE REALTY INCOME & GROWTH FUND CLASS A) |
-10.67%
Dec 2019 – Dec 2022 |
-4.18%
Apr 2019 – Apr 2024 |
1.55%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIAGX (ALPINE REALTY INCOME & GROWTH FUND CLASS A) |
16.28%
Aug 2013 – Aug 2016 |
11.45%
Feb 2012 – Feb 2017 |
6.76%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart