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ATOAX: ALPINE ULTRA SHORT MUNICIPAL INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 10.08 0(0.0%) May 17
Asset Class: | Muni National Short |
MyPlanIQ Rating: | (59%) |
Start Date: | 03/31/2004 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 3.61% |
Expenses | 0.70% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/14/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.2 | 3.8 | 1.9 | 1.4 | 1.0 | 1.0 | 1.4 | 1.4 | 3.6 | 1.0 | -0.1 | 0.7 | 1.3 | 1.2 | 0.7 | 0.3 | 0.3 | 0.3 | 0.2 | 0.6 | 1.7 | 0.9 | 3.0 | 3.3 | 3.9 | 4.0 | 0.8 | -1.3 |
Sharpe Ratio | NA | -0.38 | -0.03 | -0.55 | -0.3 | -0.07 | NA | NA | 0.52 | -0.65 | -0.67 | -0.41 | 1.09 | -0.28 | -0.21 | 0.15 | 0.55 | 1.28 | 0.93 | 1.36 | 1.4 | 3.89 | 1.76 | 4.91 | 2.82 | 1.56 | 1.14 | -1.37 | -2.24 |
Draw Down(%) | NA | 0.0 | 0.1 | 0.4 | 0.4 | 0.4 | NA | NA | 2.0 | 0.1 | 0.3 | 0.1 | 0.3 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 0.6 | 0.1 | 0.1 | 0.8 | 1.5 |
Standard Deviation(%) | NA | 1.0 | 1.0 | 0.8 | 0.6 | 0.5 | NA | NA | 0.6 | 1.0 | 0.6 | 0.2 | 0.4 | 0.4 | 0.5 | 0.3 | 0.3 | 0.2 | 0.4 | 0.1 | 0.4 | 0.4 | 0.4 | 0.6 | 0.9 | 0.6 | 0.6 | 1.0 | 1.2 |
Treynor Ratio | NA | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.02 | -0.01 | -0.02 | -0.02 | 0.05 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.23 | 0.01 | -0.03 | -0.8 | 0.08 | 1.52 | -1.9 | -0.54 | 4.23 | 0.05 | -0.32 |
Alpha | NA | 0.0 | 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 | -0.01 | -0.01 |
Beta | NA | 0.68 | 0.65 | 0.45 | 0.25 | 0.25 | NA | NA | 0.14 | 0.58 | 0.23 | 0.05 | 0.09 | 0.4 | 0.37 | 0.27 | 0.1 | 0.09 | 0.01 | 0.14 | -0.2 | -0.02 | 0.1 | 0.02 | -0.01 | -0.02 | 0.0 | -0.26 | 0.09 |
RSquared | NA | 0.61 | 0.49 | 0.32 | 0.21 | 0.19 | NA | NA | 0.04 | 0.4 | 0.14 | 0.01 | 0.19 | 0.42 | 0.24 | 0.24 | 0.05 | 0.03 | 0.0 | 0.27 | 0.06 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.04 | 0.0 |
Yield(%) | N/A | 1.2 | 3.6 | 1.9 | 1.4 | 1.0 | 1.0 | 1.4 | N/A | 3.4 | 1.0 | 0.0 | 0.7 | 1.3 | 1.2 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 1.3 | 1.2 | 2.7 | 3.7 | 3.7 | 3.5 | 1.2 | 0.3 |
Dividend Growth(%) | N/A | -64.7 | 81.3 | 108.8 | 116.5 | -44.5 | N/A | N/A | N/A | 240.0 | N/A | -100.0 | -46.2 | 8.3 | 50.0 | N/A | N/A | N/A | N/A | -100.0 | -84.6 | 8.3 | -55.6 | -27.0 | 0.0 | 5.7 | 191.7 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/14/2004
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