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ATOIX: ALPINE ULTRA SHORT MUNICIPAL INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.03 0(0.0%) April 29
Asset Class: | Muni National Short |
MyPlanIQ Rating: | (94%) |
Start Date: | 12/30/2002 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.59% |
Expenses | 0.70% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 0.9 | 4.0 | 2.0 | 1.6 | 1.2 | 1.3 | 1.7 | 1.7 | 3.3 | 1.2 | -0.0 | 0.9 | 1.4 | 1.5 | 0.9 | 0.6 | 0.5 | 0.6 | 0.5 | 0.7 | 1.9 | 1.2 | 3.3 | 3.6 | 4.2 | 4.1 | 2.2 | 0.3 | 1.6 | 0.1 |
Sharpe Ratio | NA | -0.75 | 0.16 | -0.31 | 0.03 | 0.31 | NA | NA | 0.95 | -1.05 | -0.24 | -0.11 | 1.37 | 0.0 | 0.46 | 0.7 | 1.46 | 3.33 | 1.56 | 1.19 | 2.42 | 4.43 | 2.63 | 4.81 | 3.16 | 2.01 | 1.31 | -0.02 | -0.48 | 0.52 | NA |
Draw Down(%) | NA | 0.1 | 0.1 | 0.3 | 0.4 | 0.4 | NA | NA | 1.8 | 0.1 | 0.2 | 0.1 | 0.3 | 0.0 | 0.1 | 0.1 | 0.1 | 0.0 | 0.2 | 0.1 | 0.1 | 0.0 | 0.1 | 0.2 | 0.6 | 0.0 | 0.1 | 0.3 | 1.8 | 1.5 | 0.0 |
Standard Deviation(%) | NA | 1.0 | 1.1 | 0.8 | 0.7 | 0.5 | NA | NA | 0.7 | 1.0 | 0.6 | 0.4 | 0.5 | 0.4 | 0.4 | 0.4 | 0.3 | 0.2 | 0.4 | 0.4 | 0.3 | 0.4 | 0.4 | 0.7 | 0.8 | 0.6 | 0.6 | 0.7 | 1.3 | 1.7 | 0.0 |
Treynor Ratio | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | NA | NA | 0.03 | -0.02 | 0.0 | -0.01 | 0.05 | 0.0 | 0.0 | 0.01 | 0.02 | 0.03 | -0.8 | 0.12 | 0.03 | -0.41 | 0.13 | -0.71 | 0.54 | 0.53 | 3.07 | 0.0 | -0.02 | 0.01 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
Beta | NA | 0.71 | 0.68 | 0.48 | 0.29 | 0.29 | NA | NA | 0.21 | 0.52 | 0.3 | 0.05 | 0.13 | 0.47 | 0.41 | 0.4 | 0.16 | 0.17 | -0.01 | 0.03 | 0.23 | -0.05 | 0.09 | -0.04 | 0.05 | 0.02 | 0.0 | 0.08 | 0.35 | 0.64 | NA |
RSquared | NA | 0.57 | 0.47 | 0.33 | 0.23 | 0.23 | NA | NA | 0.07 | 0.33 | 0.24 | 0.0 | 0.25 | 0.55 | 0.34 | 0.25 | 0.11 | 0.2 | 0.0 | 0.0 | 0.16 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.05 | 0.09 | 0.0 |
Yield(%) | N/A | 0.9 | 3.3 | 1.9 | 1.5 | 1.1 | 1.1 | 1.7 | N/A | 3.5 | 1.2 | 0.0 | 0.9 | 1.2 | 1.2 | 1.2 | 0.9 | 0.0 | 0.0 | 0.1 | 0.7 | 2.0 | 1.2 | 2.8 | 4.0 | 4.0 | 3.6 | 3.1 | 1.2 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | -74.3 | 43.5 | 86.7 | 105.6 | -51.5 | N/A | N/A | N/A | 191.7 | N/A | -100.0 | -25.0 | 0.0 | 0.0 | 33.3 | N/A | N/A | -100.0 | -85.7 | -65.0 | 66.7 | -57.1 | -30.0 | 0.0 | 11.1 | 16.1 | 158.3 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2003
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