Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADFSX (ALPINE FINANCIAL SERVICES FUND INSTITUTIONAL CLASS) | NA | 19.72% | 15.95% | 16.49% | 9.81% | NA | NA | … | … |
Data as of 03/02/2018, Common starting date is 11/04/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADFSX (ALPINE FINANCIAL SERVICES FUND INSTITUTIONAL CLASS) | 11/04/2005 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.72 | 15.95 | 16.49 | 9.81 | NA | NA | … | … | 5.53 | 20.68 | 28.81 | -3.13 | 2.31 | 46.80 | 30.14 | -19.77 | 17.77 | 43.08 | -45.07 | 8.44 | 29.77 | 2.50 |
| Sharpe Ratio | NA | 1.28 | 0.97 | 1.16 | 0.37 | NA | NA | … | … | 2.28 | 1.36 | 1.52 | -0.23 | 0.22 | 4.97 | 3.03 | -0.44 | 0.85 | 1.23 | -1.00 | 0.21 | 2.75 | 1.37 |
| Standard Deviation(%) | NA | 14.81 | 16.06 | 14.14 | 26.08 | NA | NA | … | … | 16.27 | 14.76 | 18.78 | 14.01 | 10.63 | 9.42 | 10.03 | 45.22 | 20.70 | 35.05 | 45.99 | 25.05 | 9.61 | 10.90 |
| Draw Down(%) | NA | 7.81 | 26.07 | 26.07 | 58.39 | NA | NA | … | … | 5.30 | 7.82 | 19.10 | 12.53 | 10.44 | 4.21 | 5.13 | 43.68 | 24.33 | 31.72 | 56.31 | 22.61 | 4.50 | 1.78 |
| Yield(%) | 0.00 | 56.30 | 24.61 | 20.41 | 11.53 | 9.89 | 7.42 | … | … | 43.06 | 13.59 | 0.59 | 1.46 | 1.19 | 0.03 | 0.00 | 0.18 | 0.32 | 0.00 | 5.07 | 26.59 | 7.40 | 0.00 |
Data as of 03/02/2018, Common starting date is 11/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADFSX (ALPINE FINANCIAL SERVICES FUND INSTITUTIONAL CLASS) |
-17.41%
Feb 2006 – Feb 2009 |
-4.24%
Dec 2006 – Dec 2011 |
4.76%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADFSX (ALPINE FINANCIAL SERVICES FUND INSTITUTIONAL CLASS) |
25.66%
Sep 2011 – Sep 2014 |
26.96%
Feb 2009 – Feb 2014 |
9.74%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart