Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XAODX (Alpine Total Dynamic Dividend Fund) | 9.94% | 24.87% | 15.03% | 7.97% | 8.57% | 5.17% | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XAODX (Alpine Total Dynamic Dividend Fund) | 01/31/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.86 | 24.87 | 15.03 | 7.97 | 8.57 | 5.17 | NA | … | … | 9.94 | 21.04 | 7.73 | 13.59 | -12.38 | 15.69 | 10.60 | 22.69 | -11.73 | 16.50 | -2.39 | -7.74 | 8.13 | 27.63 | -3.29 | -24.37 | -9.66 | 0.86 | -60.92 | -6.64 |
| Sharpe Ratio | NA | 1.95 | 0.99 | 0.39 | 0.43 | NA | NA | … | … | 1.57 | 1.36 | 0.39 | 0.86 | -0.67 | 1.44 | 0.31 | 1.88 | -0.91 | 2.17 | -0.18 | -0.53 | 0.76 | 1.37 | -0.22 | -0.95 | -0.41 | 0.03 | -1.76 | -0.59 |
| Standard Deviation(%) | NA | 11.80 | 12.18 | 14.11 | 16.29 | NA | NA | … | … | 14.35 | 13.37 | 10.46 | 11.66 | 20.66 | 10.91 | 33.25 | 11.27 | 14.44 | 7.33 | 14.76 | 14.74 | 10.74 | 20.09 | 15.02 | 25.60 | 23.67 | 25.94 | 35.11 | 17.53 |
| Draw Down(%) | NA | 8.68 | 13.99 | 24.21 | 35.75 | NA | NA | … | … | 8.68 | 13.99 | 6.49 | 11.80 | 24.21 | 5.82 | 35.75 | 7.34 | 19.88 | 3.23 | 13.57 | 17.17 | 9.71 | 11.01 | 15.87 | 33.04 | 29.41 | 26.80 | 65.62 | 16.56 |
| Yield(%) | 0.00 | 12.62 | 10.59 | 7.78 | 7.20 | 4.79 | 1.17 | … | … | 5.00 | 12.49 | 9.52 | 7.66 | 6.17 | 6.73 | 6.83 | 6.06 | 4.51 | 2.24 | 0.00 | 0.57 | 7.48 | 17.43 | 2.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 01/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAODX (Alpine Total Dynamic Dividend Fund) |
-36.02%
Jun 2007 – Jun 2010 |
-26.17%
May 2007 – May 2012 |
-11.32%
Apr 2007 – Apr 2017 |
-6.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAODX (Alpine Total Dynamic Dividend Fund) |
17.54%
Sep 2022 – Sep 2025 |
12.45%
Mar 2020 – Mar 2025 |
9.20%
Feb 2016 – Feb 2026 |
5.15%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart