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XAWPX: Alpine Global Premier Properties Fund (MUTUAL FUND)
Basic Info 3.74 0(0.0%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (42%) |
Start Date: | 05/07/2007 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.1 | -14.0 | -13.0 | -15.7 | -9.1 | -5.2 | 0.4 | -7.3 | 0.7 | -37.7 | 21.3 | -15.3 | 27.8 | -18.5 | 20.2 | -10.6 | -8.0 | 2.4 | 8.9 | 26.6 | -23.4 | 11.5 | 53.5 | -68.7 | -18.8 |
Sharpe Ratio | NA | -1.94 | -0.67 | -0.76 | -0.42 | -0.31 | NA | -0.37 | -0.18 | -1.49 | 1.49 | -0.4 | 2.83 | -1.71 | 2.71 | -0.61 | -0.59 | 0.25 | 0.49 | 1.92 | -0.89 | 0.56 | 1.64 | -1.84 | -1.61 |
Draw Down(%) | NA | 10.6 | 20.5 | 49.8 | 51.1 | 51.1 | NA | 82.7 | 28.5 | 43.3 | 8.9 | 46.0 | 4.3 | 23.7 | 3.4 | 18.2 | 16.7 | 9.8 | 17.2 | 14.1 | 33.0 | 15.7 | 36.5 | 76.0 | 21.6 |
Standard Deviation(%) | NA | 18.8 | 19.7 | 21.2 | 24.3 | 19.3 | NA | 22.0 | 20.3 | 26.3 | 14.3 | 38.5 | 9.3 | 11.6 | 7.3 | 17.8 | 13.7 | 9.5 | 18.0 | 13.9 | 26.4 | 20.3 | 32.6 | 37.7 | 18.6 |
Treynor Ratio | NA | -0.36 | -0.13 | -0.2 | -0.12 | -0.07 | NA | -0.1 | -0.04 | -0.47 | 0.43 | -0.16 | 0.62 | -0.37 | 0.34 | -0.1 | -0.12 | 0.04 | 0.13 | 0.3 | -0.24 | 0.12 | 0.53 | -1.06 | -0.48 |
Alpha | NA | -0.25 | -0.13 | -0.08 | -0.08 | -0.06 | NA | -0.06 | -0.09 | -0.11 | 0.03 | -0.13 | 0.05 | -0.07 | 0.03 | -0.09 | -0.03 | -0.02 | -0.04 | 0.04 | -0.11 | -0.02 | 0.07 | -0.33 | -0.12 |
Beta | NA | 1.01 | 1.03 | 0.82 | 0.86 | 0.81 | NA | 0.82 | 1.01 | 0.83 | 0.49 | 0.95 | 0.43 | 0.54 | 0.57 | 1.03 | 0.7 | 0.58 | 0.66 | 0.88 | 1.0 | 0.97 | 1.01 | 0.66 | 0.62 |
RSquared | NA | 0.41 | 0.4 | 0.48 | 0.61 | 0.59 | NA | 0.6 | 0.45 | 0.61 | 0.23 | 0.79 | 0.33 | 0.61 | 0.31 | 0.62 | 0.61 | 0.51 | 0.17 | 0.69 | 0.86 | 0.8 | 0.75 | 0.52 | 0.36 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2007
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