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ADAFX: ALPINE FINANCIAL SERVICES FUND CLASS A (MUTUAL FUND)
Basic Info
See more info about ADAFX| Asset Class: | Financial |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 01/03/2012 |
| Last Dividend Date: | 02/12/2018 |
| 12-Mo. Yield | 56.37% |
| 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 | Since 01/03/2012 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) ? | 0.0 | 0.0 | 5.7 | 9.1 | 19.4 | 5.6 | 20.3 | 28.5 | -3.4 |
| Sharpe Ratio ? | NA | 1.26 | 0.95 | 1.14 | 1.43 | 2.29 | 1.34 | 1.5 | -0.24 |
| Draw Down(%) ? | NA | 7.8 | 26.2 | 26.3 | 26.3 | 5.3 | 7.9 | 19.1 | 12.5 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2012
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