Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XAGDX (Alpine Global Dynamic Dividend Fund) | 9.39% | 23.97% | 14.67% | 7.24% | 8.59% | 5.15% | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XAGDX (Alpine Global Dynamic Dividend Fund) | 08/10/2006 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.89 | 23.97 | 14.67 | 7.24 | 8.59 | 5.15 | NA | … | … | 9.39 | 20.86 | 7.59 | 12.19 | -13.77 | 16.51 | 10.45 | 24.19 | -11.25 | 17.55 | -1.54 | -6.76 | 6.87 | 30.24 | -1.69 | -27.12 | -4.39 | 9.46 | -65.94 | -7.86 | 16.68 |
| Sharpe Ratio | NA | 1.90 | 0.97 | 0.34 | 0.43 | NA | NA | … | … | 1.52 | 1.34 | 0.38 | 0.77 | -0.73 | 1.51 | 0.30 | 2.00 | -0.90 | 2.32 | -0.12 | -0.45 | 0.61 | 2.87 | -0.11 | -1.03 | -0.19 | 0.34 | -1.82 | -0.59 | 4.45 |
| Standard Deviation(%) | NA | 11.71 | 12.06 | 14.09 | 16.31 | NA | NA | … | … | 14.00 | 13.49 | 10.40 | 11.20 | 20.90 | 10.89 | 33.39 | 11.36 | 14.16 | 7.31 | 15.07 | 14.94 | 11.16 | 10.52 | 15.39 | 26.39 | 23.21 | 27.29 | 36.68 | 18.81 | 10.15 |
| Draw Down(%) | NA | 8.59 | 14.17 | 25.03 | 36.72 | NA | NA | … | … | 8.59 | 14.17 | 6.59 | 11.30 | 25.03 | 5.65 | 36.72 | 7.48 | 19.59 | 3.07 | 14.49 | 17.82 | 11.42 | 8.63 | 17.35 | 36.07 | 26.30 | 28.51 | 70.10 | 17.51 | 3.72 |
| Yield(%) | 0.00 | 12.64 | 10.46 | 7.52 | 7.26 | 4.78 | 1.36 | … | … | 5.10 | 12.29 | 9.33 | 7.36 | 5.90 | 6.50 | 6.62 | 6.64 | 4.64 | 1.94 | 0.00 | 0.57 | 7.43 | 15.35 | 2.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 08/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAGDX (Alpine Global Dynamic Dividend Fund) |
-36.91%
Jun 2007 – Jun 2010 |
-26.93%
May 2007 – May 2012 |
-11.45%
Apr 2007 – Apr 2017 |
-6.38%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAGDX (Alpine Global Dynamic Dividend Fund) |
16.92%
Dec 2018 – Dec 2021 |
12.35%
Mar 2020 – Mar 2025 |
9.35%
Feb 2016 – Feb 2026 |
5.37%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart