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ATOIX: ALPINE ULTRA SHORT MUNICIPAL INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.03 0(0.0%) March 27
Asset Class: | Muni National Short |
MyPlanIQ Rating: | (94%) |
Start Date: | 12/30/2002 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 3.59% |
Expenses | 0.70% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.6 | 4.0 | 1.9 | 1.6 | 1.2 | 1.3 | 1.7 | 1.7 | 3.3 | 1.2 | -0.0 | 0.9 | 1.4 | 1.5 | 0.9 | 0.6 | 0.5 | 0.6 | 0.5 | 0.7 | 1.9 | 1.2 | 3.3 | 3.6 | 4.2 | 4.1 | 2.2 | 0.3 | 1.6 | 0.1 |
Sharpe Ratio | NA | 0.0 | -1.3 | -1.0 | -0.4 | 0.1 | NA | NA | 0.89 | -1.05 | -0.24 | -0.11 | 1.37 | 0.0 | 0.46 | 0.7 | 1.46 | 3.33 | 1.56 | 1.19 | 2.42 | 4.43 | 2.63 | 4.81 | 3.16 | 2.01 | 1.31 | -0.02 | -0.48 | 0.52 | NA |
Draw Down(%) | NA | 0.0 | 0.0 | 0.3 | 0.4 | 0.4 | NA | NA | 1.8 | 0.1 | 0.2 | 0.1 | 0.3 | 0.0 | 0.1 | 0.1 | 0.1 | 0.0 | 0.2 | 0.1 | 0.1 | 0.0 | 0.1 | 0.2 | 0.6 | 0.0 | 0.1 | 0.3 | 1.8 | 1.5 | 0.0 |
Standard Deviation(%) | NA | 0.9 | 0.9 | 0.7 | 0.6 | 0.5 | NA | NA | 0.7 | 1.0 | 0.6 | 0.4 | 0.5 | 0.4 | 0.4 | 0.4 | 0.3 | 0.2 | 0.4 | 0.4 | 0.3 | 0.4 | 0.4 | 0.7 | 0.8 | 0.6 | 0.6 | 0.7 | 1.3 | 1.7 | 0.0 |
Treynor Ratio | NA | -0.02 | -0.02 | -0.02 | -0.01 | 0.0 | NA | NA | 0.03 | -0.02 | 0.0 | -0.01 | 0.05 | 0.0 | 0.0 | 0.01 | 0.02 | 0.03 | -0.8 | 0.12 | 0.03 | -0.41 | 0.13 | -0.71 | 0.54 | 0.53 | 3.07 | 0.0 | -0.02 | 0.01 | 0.0 |
Alpha | NA | -0.01 | 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 | 0.0 | 0.0 | 0.0 | NA |
Beta | NA | 0.0 | 0.49 | 0.38 | 0.24 | 0.25 | NA | NA | 0.19 | 0.52 | 0.3 | 0.05 | 0.13 | 0.47 | 0.41 | 0.4 | 0.16 | 0.17 | -0.01 | 0.03 | 0.23 | -0.05 | 0.09 | -0.04 | 0.05 | 0.02 | 0.0 | 0.08 | 0.35 | 0.64 | NA |
RSquared | NA | 0.0 | 0.31 | 0.25 | 0.2 | 0.2 | NA | NA | 0.05 | 0.33 | 0.24 | 0.0 | 0.25 | 0.55 | 0.34 | 0.25 | 0.11 | 0.2 | 0.0 | 0.0 | 0.16 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.05 | 0.09 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2003
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