Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAADX (ALPINE RISING DIVIDEND FUND CLASS A) | NA | 16.90% | 9.42% | 7.43% | NA | NA | NA | … | … |
Data as of 02/21/2020, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAADX (ALPINE RISING DIVIDEND FUND CLASS A) | 01/03/2012 | 02/21/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 16.90 | 9.42 | 7.43 | NA | NA | NA | … | … | 2.98 | 21.48 | -5.53 | 17.06 | 9.45 | -3.02 | 9.67 | 30.06 | 10.32 |
| Sharpe Ratio | NA | 2.27 | 0.89 | 0.59 | NA | NA | NA | … | … | 3.35 | 2.79 | -0.54 | 2.45 | 0.69 | -0.20 | 0.88 | 3.11 | 0.88 |
| Standard Deviation(%) | NA | 6.86 | 9.32 | 11.29 | NA | NA | NA | … | … | 6.72 | 7.21 | 12.73 | 6.73 | 13.41 | 14.88 | 10.93 | 9.66 | 11.82 |
| Draw Down(%) | NA | 4.33 | 13.73 | 18.96 | NA | NA | NA | … | … | 1.79 | 4.33 | 13.73 | 3.03 | 11.11 | 14.89 | 9.22 | 5.83 | 10.20 |
| Yield(%) | 0.00 | 9.63 | 8.23 | 6.11 | 6.52 | 4.34 | 3.26 | … | … | 0.00 | 10.30 | 8.77 | 6.52 | 1.80 | 3.68 | 7.77 | 8.11 | 6.61 |
Data as of 02/21/2020, Common starting date is 01/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAADX (ALPINE RISING DIVIDEND FUND CLASS A) |
4.79%
Oct 2013 – Oct 2016 |
5.18%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAADX (ALPINE RISING DIVIDEND FUND CLASS A) |
18.31%
May 2012 – May 2015 |
12.13%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart