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EGLRX: ALPINE INTERNATIONAL REAL ESTATE EQUITY FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/1989 |
| Last Dividend Date: | 12/22/2021 |
| 12-Mo. Yield | 7.53% |
| Expenses | 1.62% |
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Performance Analytics (As of 08/18/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/1989 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -17.0 | -2.5 | -0.9 | 1.5 | -2.7 | 4.2 | 4.0 | -16.4 | -1.9 | -9.7 | 27.7 | -16.4 | 32.2 | -7.0 | -3.0 | -4.1 | -2.1 | 32.8 | -28.8 | 17.2 | 109.3 | -71.3 | 2.8 | 38.7 | 17.4 | 36.1 | 55.1 | 6.6 | -1.2 | 2.0 | -2.8 | 2.6 | 4.2 | 5.0 | 1.7 | -14.0 | 51.4 | 7.6 | 13.1 | -19.2 | 0.2 |
| Sharpe Ratio | NA | -1.22 | -0.15 | -0.1 | 0.07 | NA | NA | 0.13 | -1.67 | -0.16 | -0.33 | 2.97 | -1.5 | 4.29 | -0.45 | -0.22 | -0.36 | -0.16 | 2.03 | -1.1 | 0.78 | 2.58 | -1.85 | -0.01 | 2.87 | 1.96 | 2.99 | 6.7 | 0.53 | -0.25 | -0.2 | -0.69 | -0.04 | 0.06 | 0.21 | -0.25 | -1.89 | 5.71 | 0.41 | 0.67 | -1.78 | NA |
| Draw Down(%) | NA | 23.4 | 38.1 | 38.1 | 38.1 | NA | NA | 81.3 | 22.3 | 13.4 | 38.1 | 6.1 | 23.3 | 4.8 | 14.7 | 16.2 | 15.1 | 16.8 | 19.2 | 34.5 | 20.8 | 34.2 | 76.7 | 15.6 | 16.3 | 6.5 | 13.8 | 5.6 | 19.4 | 22.2 | 9.5 | 16.2 | 29.4 | 12.8 | 10.6 | 12.3 | 18.3 | 4.3 | 17.0 | 17.9 | 25.3 | 0.0 |
| Standard Deviation(%) | NA | 14.4 | 19.8 | 16.7 | 14.8 | NA | NA | 16.9 | 15.2 | 11.5 | 29.6 | 8.9 | 11.8 | 7.4 | 15.9 | 13.4 | 11.5 | 13.1 | 16.3 | 26.1 | 22.0 | 42.4 | 39.0 | 15.8 | 12.4 | 7.8 | 11.8 | 8.1 | 10.4 | 14.3 | 10.2 | 8.6 | 15.3 | 10.6 | 7.1 | 8.8 | 9.0 | 8.6 | 12.7 | 14.0 | 13.7 | 0.0 |
| Treynor Ratio | NA | -0.22 | -0.03 | -0.02 | 0.01 | NA | NA | 0.03 | -0.32 | -0.02 | -0.11 | 0.31 | -0.22 | 0.57 | -0.1 | -0.05 | -0.06 | -0.04 | 0.39 | -0.35 | 0.21 | 1.33 | -1.02 | 0.0 | 1.0 | 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 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | -0.02 | -0.04 | -0.01 | 0.03 | -0.04 | 0.08 | -0.03 | 0.0 | -0.03 | -0.02 | 0.0 | -0.08 | 0.0 | 0.21 | -0.29 | 0.02 | 0.12 | 0.04 | 0.04 | 0.11 | 0.03 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.78 | 0.86 | 0.85 | 0.78 | NA | NA | 0.77 | 0.79 | 0.77 | 0.89 | 0.86 | 0.8 | 0.56 | 0.76 | 0.65 | 0.65 | 0.6 | 0.85 | 0.83 | 0.83 | 0.82 | 0.71 | 0.56 | 0.35 | 0.47 | 0.65 | 0.53 | 0.55 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.76 | 0.85 | 0.81 | 0.7 | NA | NA | 0.47 | 0.87 | 0.63 | 0.87 | 0.69 | 0.65 | 0.34 | 0.7 | 0.59 | 0.39 | 0.48 | 0.62 | 0.76 | 0.73 | 0.42 | 0.58 | 0.59 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 7.5 | 7.5 | 5.5 | 3.9 | 2.0 | 6.0 | N/A | 0.0 | 8.2 | 3.1 | 14.3 | 3.9 | 1.5 | 0.1 | 6.6 | 0.0 | 0.2 | 0.5 | 2.1 | 3.0 | 6.8 | 0.0 | 6.5 | 4.6 | 2.9 | 8.8 | 3.9 | 1.7 | 1.8 | 0.0 | 0.3 | 0.1 | 0.0 | 0.2 | 0.0 | 4.1 | 1.9 | 0.0 | 0.0 | 0.0 | 1.7 |
| Dividend Growth(%) | N/A | 130.8 | 301.2 | 280.6 | -16.1 | 113.0 | N/A | N/A | -100.0 | 130.8 | -74.6 | 188.1 | 242.2 | 929.6 | -98.2 | N/A | -100.0 | -51.5 | -81.7 | -20.8 | -13.9 | N/A | -100.0 | 86.3 | 84.1 | -58.2 | 237.9 | 144.6 | -9.8 | N/A | -100.0 | 242.9 | N/A | -100.0 | N/A | -100.0 | 240.0 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1989
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