Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ADVDX (ALPINE DYNAMIC DIVIDEND FUND INSTITUTIONAL CLASS) | 8.78% | 10.25% | 9.41% | 9.34% | 7.34% | 7.89% | 4.50% | 6.08% |
Data as of 07/30/2025, AR inception is 10/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVDX (ALPINE DYNAMIC DIVIDEND FUND INSTITUTIONAL CLASS) | 10/06/2003 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.72 | 10.25 | 9.41 | 9.34 | 7.34 | 7.89 | 4.50 | 6.08 | 8.78 | 7.23 | 13.35 | -13.36 | 16.35 | 10.28 | 25.40 | -9.58 | 20.91 | 7.39 | -0.99 | 6.94 | 20.62 | 8.69 | -15.65 | 10.50 | 25.65 | -48.95 | 6.12 | 22.57 | 7.24 | 20.75 | 13.70 |
| Sharpe Ratio | NA | 0.68 | 0.53 | 0.54 | 0.37 | NA | NA | 0.26 | 0.99 | 0.06 | 0.80 | -0.74 | 1.46 | 0.30 | 2.16 | -0.77 | 2.74 | 0.47 | -0.07 | 0.60 | 1.84 | 0.65 | -0.50 | 0.49 | 1.01 | -1.36 | 0.19 | 1.72 | 0.51 | 1.90 | 8.26 |
| Standard Deviation(%) | NA | 14.41 | 13.75 | 14.26 | 16.55 | NA | NA | 18.32 | 16.53 | 10.32 | 11.47 | 19.94 | 11.21 | 32.89 | 11.10 | 14.11 | 7.44 | 15.14 | 14.74 | 11.44 | 11.22 | 13.46 | 31.08 | 21.43 | 25.36 | 36.68 | 16.50 | 11.29 | 9.95 | 10.45 | 8.57 |
| Draw Down(%) | NA | 13.06 | 15.72 | 24.53 | 36.36 | NA | NA | 61.95 | 13.06 | 6.51 | 11.37 | 24.53 | 5.59 | 36.36 | 6.85 | 18.09 | 2.75 | 14.21 | 14.91 | 10.99 | 9.61 | 12.08 | 30.95 | 22.24 | 23.40 | 56.52 | 13.36 | 11.18 | 7.74 | 6.47 | 1.84 |
| Yield(%) | 0.00 | 4.62 | 5.53 | 6.06 | 5.98 | 6.82 | 4.56 | 6.24 | 2.34 | 5.71 | 6.09 | 4.96 | 5.50 | 5.66 | 6.72 | 5.66 | 6.59 | 6.76 | 6.20 | 6.32 | 6.90 | 13.77 | 10.37 | 13.28 | 20.66 | 13.10 | 12.67 | 14.12 | 12.14 | 10.07 | 0.00 |
Data as of 07/30/2025, AR inception is 10/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVDX (ALPINE DYNAMIC DIVIDEND FUND INSTITUTIONAL CLASS) |
-19.18%
Jun 2007 - Jun 2010 |
-10.59%
May 2007 - May 2012 |
-0.63%
May 2007 - May 2017 |
1.02%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVDX (ALPINE DYNAMIC DIVIDEND FUND INSTITUTIONAL CLASS) |
18.25%
Apr 2004 - Apr 2007 |
12.93%
Jun 2016 - Jun 2021 |
10.15%
Sep 2011 - Sep 2021 |
8.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart