Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARIGX (ALPINE GLOBAL REALTY GROWTH & INCOME FUND INSTITUTIONAL CLASS) | 5.34% | 20.99% | 21.08% | 13.91% | 9.46% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARIGX (ALPINE GLOBAL REALTY GROWTH & INCOME FUND INSTITUTIONAL CLASS) | 01/04/2016 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.47 | 20.99 | 21.08 | 13.91 | 9.46 | NA | NA | … | … | 5.34 | 18.21 | 27.02 | 50.65 | 0.45 |
| Sharpe Ratio | NA | 1.41 | 0.94 | 0.77 | 0.39 | NA | NA | … | … | 0.88 | 0.66 | 1.30 | 0.17 | 0.02 |
| Standard Deviation(%) | NA | 16.41 | 19.57 | 23.04 | 20.51 | NA | NA | … | … | 18.77 | 23.45 | 17.97 | 30.12 | 14.66 |
| Draw Down(%) | NA | 15.34 | 23.35 | 23.35 | 23.35 | NA | NA | … | … | 13.68 | 23.35 | 12.59 | 13.09 | 11.95 |
| Yield(%) | 0.00 | 22.34 | 16.98 | 11.01 | 7.17 | 4.94 | 3.71 | … | … | 0.00 | 22.99 | 10.23 | 16.69 | 3.47 |
Data as of 06/10/2026, Common starting date is 01/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARIGX (ALPINE GLOBAL REALTY GROWTH & INCOME FUND INSTITUTIONAL CLASS) |
19.65%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARIGX (ALPINE GLOBAL REALTY GROWTH & INCOME FUND INSTITUTIONAL CLASS) |
34.19%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart