Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADAFX (ALPINE FINANCIAL SERVICES FUND CLASS A) | NA | 19.50% | 15.67% | 16.22% | NA | NA | NA | … | … |
Data as of 03/02/2018, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADAFX (ALPINE FINANCIAL SERVICES FUND CLASS A) | 01/03/2012 | 03/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.50 | 15.67 | 16.22 | NA | NA | NA | … | … | 5.57 | 20.32 | 28.53 | -3.41 | 2.17 | 46.32 | 26.20 |
| Sharpe Ratio | NA | 1.26 | 0.95 | 1.14 | NA | NA | NA | … | … | 2.29 | 1.34 | 1.50 | -0.24 | 0.20 | 4.94 | 2.73 |
| Standard Deviation(%) | NA | 14.87 | 16.09 | 14.16 | NA | NA | NA | … | … | 16.35 | 14.79 | 18.76 | 14.11 | 10.67 | 9.38 | 9.69 |
| Draw Down(%) | NA | 7.81 | 26.17 | 26.26 | NA | NA | NA | … | … | 5.33 | 7.86 | 19.13 | 12.54 | 10.57 | 4.22 | 5.25 |
| Yield(%) | 0.00 | 56.37 | 24.45 | 20.17 | 14.15 | 9.43 | 7.08 | … | … | 43.30 | 13.40 | 0.23 | 1.20 | 1.04 | 0.00 | 0.00 |
Data as of 03/02/2018, 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 |
|---|---|---|---|---|
| ADAFX (ALPINE FINANCIAL SERVICES FUND CLASS A) |
4.19%
Jul 2013 – Jul 2016 |
15.44%
Aug 2012 – Aug 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADAFX (ALPINE FINANCIAL SERVICES FUND CLASS A) |
19.53%
Feb 2012 – Feb 2015 |
17.47%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart