Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIGYX (ALPINE REALTY INCOME & GROWTH FUND INSTITUTIONAL CLASS) | 15.60% | 19.82% | 12.74% | 1.17% | 3.51% | 6.01% | 4.50% | … | … |
Data as of 06/09/2026, Common starting date is 03/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIGYX (ALPINE REALTY INCOME & GROWTH FUND INSTITUTIONAL CLASS) | 03/26/1999 | 06/09/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.48 | 19.82 | 12.74 | 1.17 | 3.51 | 6.01 | 4.50 | … | … | 15.60 | 4.19 | 9.61 | 13.34 | -29.62 | 22.79 | -16.74 | 27.82 | -7.59 | 8.53 | 8.08 | 3.61 | 31.69 | 2.07 | 18.37 | 9.27 | 28.25 | 47.36 | -50.21 | -19.51 | 28.84 | 11.10 | 29.59 | 32.04 | 14.71 | 13.05 | 31.99 | 8.04 |
| Sharpe Ratio | NA | 1.27 | 0.58 | -0.06 | 0.08 | NA | NA | … | … | 2.40 | 0.08 | 0.38 | 0.51 | -1.26 | 1.17 | -0.37 | 2.04 | -0.52 | 0.76 | 0.45 | 0.20 | 2.75 | 0.13 | 1.37 | 0.31 | 1.17 | 0.78 | -0.74 | -0.85 | 1.92 | 0.63 | 2.02 | 3.77 | 1.01 | 1.05 | 2.75 | 0.67 |
| Standard Deviation(%) | NA | 13.12 | 16.48 | 19.35 | 21.86 | NA | NA | … | … | 14.45 | 16.92 | 15.83 | 19.17 | 24.63 | 19.50 | 45.47 | 12.94 | 17.41 | 10.42 | 17.66 | 17.56 | 11.50 | 16.23 | 13.49 | 29.69 | 24.16 | 60.81 | 69.39 | 26.69 | 13.28 | 14.03 | 14.19 | 8.31 | 13.36 | 10.22 | 10.09 | 10.75 |
| Draw Down(%) | NA | 7.71 | 18.25 | 39.40 | 43.09 | NA | NA | … | … | 7.71 | 15.29 | 10.59 | 16.52 | 31.20 | 11.30 | 43.09 | 6.12 | 14.18 | 5.96 | 13.98 | 16.34 | 7.74 | 18.80 | 9.82 | 24.34 | 14.39 | 47.13 | 70.74 | 29.11 | 7.28 | 11.77 | 15.05 | 4.43 | 14.47 | 13.15 | 7.26 | 15.85 |
| Yield(%) | 0.00 | 8.08 | 8.36 | 4.25 | 7.00 | 8.03 | 5.48 | … | … | 0.78 | 8.16 | 12.16 | 4.38 | 1.69 | 1.50 | 3.52 | 20.30 | 31.04 | 5.98 | 5.71 | 4.57 | 4.34 | 4.19 | 4.63 | 4.73 | 6.11 | 8.07 | 5.18 | 9.74 | 8.33 | 5.36 | 5.50 | 4.71 | 6.73 | 7.48 | 8.21 | 7.42 |
Data as of 06/09/2026, Common starting date is 03/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIGYX (ALPINE REALTY INCOME & GROWTH FUND INSTITUTIONAL CLASS) |
-31.86%
Mar 2006 – Mar 2009 |
-14.44%
Mar 2004 – Mar 2009 |
1.90%
Jan 2015 – Jan 2025 |
2.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIGYX (ALPINE REALTY INCOME & GROWTH FUND INSTITUTIONAL CLASS) |
50.44%
Mar 2009 – Mar 2012 |
32.93%
Feb 2009 – Feb 2014 |
20.35%
Mar 2009 – Mar 2019 |
12.53%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart