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XAODX: Alpine Total Dynamic Dividend Fund (MUTUAL FUND)
Basic Info 9.43 0.01(0.11%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (42%) |
Start Date: | 01/31/2007 |
Last Dividend Date: | 07/21/2022 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | -1.5 | -0.7 | -3.1 | 3.7 | 2.9 | 1.8 | -5.0 | 5.4 | -17.2 | 15.2 | 10.6 | 22.7 | -11.7 | 16.5 | -2.4 | -7.7 | 8.1 | 27.6 | -3.3 | -24.4 | -9.7 | 0.9 | -60.9 | -6.6 |
Sharpe Ratio | NA | -1.37 | -0.59 | -0.4 | 0.09 | 0.11 | NA | -0.29 | 0.1 | -0.9 | 1.36 | 0.31 | 1.89 | -0.9 | 2.17 | -0.18 | -0.53 | 0.76 | 1.37 | -0.22 | -0.95 | -0.41 | 0.03 | -1.76 | -0.58 |
Draw Down(%) | NA | 4.8 | 13.5 | 27.0 | 35.8 | 35.8 | NA | 79.9 | 13.7 | 27.0 | 5.8 | 35.8 | 7.3 | 19.9 | 3.2 | 13.6 | 17.2 | 9.7 | 11.0 | 15.9 | 33.0 | 29.4 | 26.8 | 65.6 | 16.6 |
Standard Deviation(%) | NA | 9.5 | 11.0 | 15.0 | 19.6 | 16.5 | NA | 19.9 | 11.9 | 20.8 | 11.2 | 33.2 | 11.3 | 14.4 | 7.3 | 14.8 | 14.7 | 10.7 | 20.1 | 15.0 | 25.6 | 23.7 | 25.9 | 35.1 | 17.5 |
Treynor Ratio | NA | -0.19 | -0.09 | -0.08 | 0.02 | 0.02 | NA | -0.07 | 0.02 | -0.25 | 0.27 | 0.11 | 0.25 | -0.16 | 0.18 | -0.03 | -0.09 | 0.09 | 0.49 | -0.03 | -0.25 | -0.09 | 0.01 | -0.83 | -0.13 |
Alpha | NA | -0.08 | -0.07 | -0.03 | -0.03 | -0.03 | NA | -0.05 | -0.06 | -0.01 | 0.01 | -0.03 | -0.01 | -0.03 | -0.01 | -0.06 | -0.03 | -0.01 | 0.04 | -0.08 | -0.11 | -0.11 | -0.08 | -0.24 | -0.04 |
Beta | NA | 0.69 | 0.76 | 0.71 | 0.83 | 0.84 | NA | 0.84 | 0.76 | 0.75 | 0.55 | 0.92 | 0.84 | 0.81 | 0.9 | 1.02 | 0.9 | 0.86 | 0.56 | 1.04 | 1.0 | 1.14 | 0.83 | 0.74 | 0.76 |
RSquared | NA | 0.74 | 0.71 | 0.72 | 0.85 | 0.86 | NA | 0.76 | 0.75 | 0.81 | 0.47 | 0.95 | 0.89 | 0.9 | 0.76 | 0.88 | 0.88 | 0.88 | 0.1 | 0.83 | 0.91 | 0.81 | 0.8 | 0.76 | 0.51 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 1.5 | 6.5 | 7.1 | 6.4 | 4.5 | 2.3 | 0.0 | 0.6 | 7.9 | 17.7 | 2.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -74.6 | -6.9 | 30.9 | 17.0 | 123.8 | N/A | -100.0 | -92.3 | -45.5 | 550.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2007
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