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AEAMX: Alpine Emerging Markets Real Estate 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 | 1.52% |
| Expenses | 1.63% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 15.1 | 0.8 | 1.3 | 4.9 | 27.5 | -7.9 | -9.2 | 9.1 | -15.6 | 34.2 |
| SR | NA | 1.34 | 0.04 | 0.07 | 0.3 | 3.41 | -0.44 | -0.47 | 0.68 | -0.97 | 2.16 |
| DD(%) | NA | 11.6 | 33.7 | 39.7 | 39.7 | 4.0 | 19.2 | 27.3 | 14.7 | 25.5 | 17.8 |
| SD(%) | NA | 10.8 | 16.8 | 15.9 | 16.0 | 9.7 | 18.1 | 19.5 | 13.5 | 16.0 | 16.0 |
| TR | 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 |
| RS | NA | 0.11 | 0.2 | 0.22 | 0.26 | 0.1 | 0.32 | 0.14 | 0.2 | 0.28 | 0.5 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2012
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
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