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AEAMX: ALPINE EMERGING MARKETS REAL ESTATE FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/03/2012 |
Last Dividend Date: | 08/28/2017 |
12-Mo. Yield | 3.46% |
Expenses | 1.63% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/03/2012 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 15.1 | 0.8 | 1.3 | 4.9 | 27.5 | -7.9 | -9.2 | 9.1 | -15.6 | 34.2 |
Sharpe Ratio | NA | 1.34 | 0.04 | 0.07 | 0.3 | 3.41 | -0.44 | -0.47 | 0.68 | -0.97 | 2.16 |
Draw Down(%) | NA | 11.6 | 33.7 | 39.7 | 39.7 | 4.0 | 19.2 | 27.3 | 14.7 | 25.5 | 17.8 |
Standard Deviation(%) | NA | 10.8 | 16.8 | 15.9 | 16.0 | 9.7 | 18.1 | 19.5 | 13.5 | 16.0 | 16.0 |
Treynor Ratio | NA | 0.36 | 0.01 | 0.02 | 0.07 | 0.85 | -0.12 | -0.18 | 0.14 | -0.26 | 0.39 |
Alpha | NA | 0.04 | -0.01 | -0.02 | 0.0 | 0.11 | -0.03 | -0.03 | 0.0 | -0.07 | 0.04 |
Beta | NA | 0.41 | 0.58 | 0.59 | 0.64 | 0.39 | 0.66 | 0.5 | 0.65 | 0.6 | 0.89 |
RSquared | NA | 0.11 | 0.2 | 0.22 | 0.26 | 0.1 | 0.32 | 0.14 | 0.2 | 0.28 | 0.5 |
Yield(%) | N/A | 3.5 | 2.6 | 2.2 | N/A | 1.9 | 1.9 | 1.5 | 4.0 | 2.0 | 1.3 |
Dividend Growth(%) | N/A | 114.9 | N/A | N/A | N/A | -3.8 | 8.3 | -60.0 | 62.2 | 105.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2012
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