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XAGDX: Alpine Global Dynamic Dividend Fund (MUTUAL FUND)
Basic Info 10.73 0.01(0.09%) April 17
Asset Class: | EQUITY |
MyPlanIQ Rating: | (42%) |
Start Date: | 08/10/2006 |
Last Dividend Date: | 07/21/2022 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.5 | -2.8 | -3.2 | -4.1 | 3.3 | 3.1 | 2.6 | -4.0 | 4.3 | -18.1 | 16.0 | 10.4 | 24.2 | -11.2 | 17.6 | -1.5 | -6.8 | 6.9 | 30.2 | -1.7 | -27.1 | -4.4 | 9.5 | -65.9 | -7.9 | 16.7 |
Sharpe Ratio | NA | -0.99 | -0.42 | -0.37 | 0.1 | 0.13 | NA | -0.25 | 0.01 | -0.93 | 1.44 | 0.3 | 2.01 | -0.89 | 2.33 | -0.12 | -0.45 | 0.61 | 2.87 | -0.11 | -1.03 | -0.19 | 0.34 | -1.82 | -0.58 | 4.46 |
Draw Down(%) | NA | 3.6 | 13.0 | 27.4 | 36.7 | 36.7 | NA | 79.7 | 13.9 | 27.4 | 5.6 | 36.7 | 7.5 | 19.6 | 3.1 | 14.5 | 17.8 | 11.4 | 8.6 | 17.3 | 36.1 | 26.3 | 28.5 | 70.1 | 17.5 | 3.7 |
Standard Deviation(%) | NA | 9.4 | 10.6 | 15.0 | 19.6 | 16.6 | NA | 19.8 | 11.5 | 21.1 | 11.1 | 33.3 | 11.4 | 14.2 | 7.3 | 15.1 | 14.9 | 11.2 | 10.5 | 15.4 | 26.4 | 23.2 | 27.3 | 36.7 | 18.8 | 10.2 |
Treynor Ratio | NA | -0.13 | -0.06 | -0.08 | 0.02 | 0.03 | NA | -0.06 | 0.0 | -0.26 | 0.3 | 0.11 | 0.27 | -0.16 | 0.19 | -0.02 | -0.07 | 0.08 | 0.37 | -0.02 | -0.27 | -0.04 | 0.11 | -0.87 | -0.16 | 0.77 |
Alpha | NA | -0.09 | -0.08 | -0.04 | -0.03 | -0.03 | NA | -0.05 | -0.06 | -0.02 | 0.01 | -0.03 | 0.0 | -0.03 | 0.0 | -0.05 | -0.03 | -0.01 | 0.01 | -0.07 | -0.13 | -0.08 | -0.05 | -0.29 | -0.05 | 0.08 |
Beta | NA | 0.7 | 0.75 | 0.7 | 0.82 | 0.84 | NA | 0.85 | 0.74 | 0.76 | 0.53 | 0.92 | 0.84 | 0.79 | 0.89 | 1.03 | 0.92 | 0.88 | 0.83 | 1.06 | 1.02 | 1.11 | 0.86 | 0.76 | 0.69 | 0.59 |
RSquared | NA | 0.76 | 0.72 | 0.71 | 0.85 | 0.85 | NA | 0.78 | 0.75 | 0.8 | 0.44 | 0.95 | 0.88 | 0.9 | 0.74 | 0.87 | 0.9 | 0.87 | 0.79 | 0.81 | 0.89 | 0.8 | 0.79 | 0.74 | 0.35 | 0.22 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/09/2006
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