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ADINX: ALPINE SMALL CAP FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/18/2006 |
Last Dividend Date: | 12/21/2007 |
12-Mo. Yield | 0.00% |
Expenses | 1.35% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/18/2006 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -0.1 | 4.7 | 7.3 | 5.9 | -7.1 | 13.4 | 17.9 | 6.1 | -9.1 | 33.0 | 14.0 | -3.9 | 16.0 | 50.5 | -55.3 | 34.9 | 5.9 |
Sharpe Ratio | NA | 0.07 | 0.52 | 0.53 | 0.14 | 0.21 | -2.29 | 1.25 | 1.02 | 0.39 | -0.52 | 2.84 | 0.87 | -0.1 | 0.7 | 1.37 | -1.09 | 2.66 | 2.35 |
Draw Down(%) | NA | 10.3 | 22.9 | 26.4 | 67.4 | 69.4 | 10.3 | 4.3 | 18.6 | 10.8 | 22.5 | 4.1 | 15.5 | 25.1 | 17.1 | 35.3 | 66.8 | 5.6 | 1.0 |
Standard Deviation(%) | NA | 11.1 | 14.7 | 14.9 | 27.8 | 25.8 | 16.0 | 10.3 | 17.2 | 15.3 | 17.3 | 11.6 | 16.1 | 39.8 | 22.8 | 36.7 | 51.3 | 12.0 | 4.2 |
Treynor Ratio | NA | 0.01 | 0.09 | 0.09 | 0.04 | 0.05 | -1.71 | 0.13 | 0.18 | 0.07 | -0.08 | 0.42 | 0.16 | -0.04 | 0.16 | 0.44 | -0.54 | 0.53 | 0.34 |
Alpha | NA | -0.03 | 0.0 | -0.02 | -0.05 | -0.02 | -0.18 | -0.03 | 0.04 | 0.03 | -0.09 | 0.03 | 0.0 | 0.02 | -0.04 | 0.01 | -0.05 | 0.08 | 0.02 |
Beta | NA | 0.57 | 0.84 | 0.89 | 1.04 | 1.0 | 0.21 | 0.98 | 0.96 | 0.82 | 1.1 | 0.77 | 0.87 | 1.07 | 0.98 | 1.15 | 1.04 | 0.61 | 0.29 |
RSquared | NA | 0.3 | 0.64 | 0.68 | 0.78 | 0.77 | 0.06 | 0.61 | 0.78 | 0.72 | 0.76 | 0.78 | 0.77 | 0.56 | 0.9 | 0.87 | 0.91 | 0.76 | 0.45 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.2 | 2.2 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/18/2006
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