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AEMEX: Alpine Emerging Markets Rel Est Instl (MUTUAL FUND)
Basic Info
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/01/2008 |
Last Dividend Date: | 08/28/2017 |
12-Mo. Yield | 0.00% |
Expenses | 1.38% |
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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 10/01/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 15.4 | 1.1 | 1.6 | 7.9 | 27.8 | -7.7 | -9.0 | 9.4 | -15.4 | 38.7 | -26.7 | 21.5 | 60.2 | 1.7 |
Sharpe Ratio | NA | 1.37 | 0.05 | 0.09 | 0.45 | 3.45 | -0.43 | -0.46 | 0.69 | -0.96 | 2.4 | -1.14 | 1.18 | 3.09 | 1.25 |
Draw Down(%) | NA | 11.6 | 33.6 | 39.3 | 39.3 | 3.9 | 19.1 | 27.3 | 14.6 | 25.4 | 17.8 | 33.2 | 16.1 | 14.0 | 3.1 |
Standard Deviation(%) | NA | 10.8 | 16.7 | 15.8 | 17.5 | 9.8 | 18.1 | 19.5 | 13.5 | 16.1 | 16.3 | 23.4 | 18.1 | 19.4 | 5.4 |
Treynor Ratio | NA | 0.28 | 0.01 | 0.02 | 0.18 | 0.77 | -0.12 | -0.12 | 0.15 | -0.27 | 0.51 | -0.38 | 0.34 | 1.99 | 2.51 |
Alpha | NA | 0.04 | 0.0 | 0.0 | 0.02 | 0.1 | -0.03 | -0.02 | 0.03 | -0.07 | 0.03 | -0.08 | 0.03 | 0.15 | 0.04 |
Beta | NA | 0.53 | 0.68 | 0.65 | 0.43 | 0.44 | 0.66 | 0.76 | 0.62 | 0.58 | 0.77 | 0.7 | 0.63 | 0.3 | 0.03 |
RSquared | NA | 0.2 | 0.35 | 0.32 | 0.31 | 0.12 | 0.41 | 0.38 | 0.25 | 0.29 | 0.5 | 0.67 | 0.63 | 0.28 | 0.11 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2008
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