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EUEYX: Alpine Cyclical Advantage Property Instl (MUTUAL FUND)
Basic Info
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/31/2014 |
12-Mo. Yield | 0.00% |
Expenses | 1.35% |
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Performance Analytics (As of 12/31/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.4 | 0.9 | 3.4 | -3.5 | 6.4 | 5.2 | -2.4 | -1.3 | 6.7 | 43.3 | -19.8 | 19.0 | 46.7 | -55.6 | -22.8 | -0.4 | 9.7 | 39.3 | 82.0 | 2.4 | 26.1 | 22.4 | -17.6 | -21.7 | 32.1 | 1.9 |
Sharpe Ratio | NA | -0.18 | 0.07 | 0.21 | -0.13 | NA | 0.13 | -0.18 | -0.12 | 0.47 | 3.15 | -0.8 | 0.86 | 0.82 | -0.89 | -0.94 | -0.17 | 0.34 | 1.68 | 3.98 | 0.05 | 1.08 | 0.94 | -1.45 | -1.15 | 1.42 | 0.01 |
Draw Down(%) | NA | 15.3 | 17.1 | 31.3 | 81.5 | NA | 82.5 | 15.3 | 10.7 | 17.1 | 13.4 | 31.3 | 18.3 | 47.8 | 73.2 | 29.1 | 26.3 | 23.2 | 14.7 | 11.4 | 27.6 | 25.8 | 10.9 | 28.9 | 44.6 | 20.4 | 12.9 |
Standard Deviation(%) | NA | 13.5 | 13.0 | 16.2 | 32.0 | NA | 27.4 | 13.5 | 11.1 | 14.2 | 13.9 | 24.8 | 22.0 | 56.5 | 63.3 | 27.6 | 21.6 | 22.1 | 22.9 | 20.4 | 27.0 | 22.4 | 19.5 | 14.4 | 21.8 | 20.0 | 21.5 |
Treynor Ratio | NA | -0.04 | 0.01 | 0.04 | -0.04 | NA | 0.04 | -0.04 | -0.02 | 0.09 | 0.58 | -0.24 | 0.23 | 0.36 | -0.51 | -0.29 | -0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.03 | 0.0 | -0.02 | 0.01 | 0.05 | -0.04 | 0.0 | 0.03 | 0.03 | -0.07 | -0.01 | -0.04 | -0.03 | 0.07 | 0.03 | 0.09 | NA | NA | NA | NA | NA |
Beta | NA | 0.6 | 0.68 | 0.75 | 1.0 | NA | 1.0 | 0.6 | 0.73 | 0.74 | 0.75 | 0.81 | 0.83 | 1.28 | 1.11 | 0.89 | 0.34 | 1.36 | 1.08 | 1.24 | 1.22 | -0.27 | NA | NA | NA | NA | NA |
RSquared | NA | 0.5 | 0.54 | 0.68 | 0.53 | NA | 0.37 | 0.5 | 0.52 | 0.61 | 0.66 | 0.81 | 0.74 | 0.59 | 0.53 | 0.5 | 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 | 3.1 | 2.0 | 1.5 | 1.4 | 5.8 | N/A | 0.0 | 3.0 | 2.2 | 1.2 | 0.5 | 0.5 | 1.9 | 0.4 | 1.4 | 7.6 | 4.1 | 9.0 | 7.2 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 41.5 | 684.2 | -61.9 | N/A | N/A | N/A | -100.0 | 41.5 | 152.4 | 110.0 | 11.1 | -62.5 | 100.0 | -77.4 | -83.4 | 99.4 | -39.6 | 110.3 | 6200.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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