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ADAFX: Alpine Financial Services A (MUTUAL FUND)
Basic Info
| Asset Class: | Financial |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 01/03/2012 |
| Last Dividend Date: | 02/12/2018 |
| 12-Mo. Yield | 20.32% |
| Expenses | 1.61% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 0.0 | 5.7 | 9.1 | 13.6 | 5.6 | 20.3 | 28.5 | -3.4 | 2.2 | 46.3 | 26.2 |
| SR | NA | 1.26 | 0.95 | 1.14 | 1.43 | 2.29 | 1.34 | 1.5 | -0.24 | 0.2 | 4.94 | 2.73 |
| DD(%) | NA | 7.8 | 26.2 | 26.3 | 26.3 | 5.3 | 7.9 | 19.1 | 12.5 | 10.6 | 4.2 | 5.3 |
| SD(%) | NA | 14.9 | 16.1 | 14.2 | 13.4 | 16.3 | 14.8 | 18.8 | 14.1 | 10.7 | 9.4 | 9.7 |
| TR | NA | 0.22 | 0.17 | 0.19 | 0.25 | 0.68 | 0.19 | 0.28 | -0.04 | 0.03 | 0.76 | 0.58 |
| Alpha(%) | NA | 0.02 | 0.01 | 0.01 | 0.02 | 0.1 | 0.0 | 0.01 | -0.01 | -0.03 | 0.08 | 0.05 |
| Beta(%) | NA | 0.87 | 0.89 | 0.84 | 0.76 | 0.55 | 1.05 | 0.99 | 0.77 | 0.76 | 0.61 | 0.45 |
| RS | NA | 0.7 | 0.82 | 0.8 | 0.75 | 0.51 | 0.84 | 0.9 | 0.81 | 0.74 | 0.78 | 0.59 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2012
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