Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATOAX (ALPINE ULTRA SHORT MUNICIPAL INCOME FUND CLASS A) | 1.10% | 3.37% | 3.52% | 2.54% | 1.67% | 1.27% | 1.66% | … | … |
Data as of 06/04/2026, Common starting date is 03/31/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATOAX (ALPINE ULTRA SHORT MUNICIPAL INCOME FUND CLASS A) | 03/31/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.37 | 3.52 | 2.54 | 1.67 | 1.27 | 1.66 | … | … | 1.10 | 3.51 | 3.64 | 3.59 | 0.96 | -0.07 | 0.65 | 1.30 | 1.21 | 0.68 | 0.35 | 0.29 | 0.35 | 0.22 | 0.56 | 1.67 | 0.87 | 3.05 | 3.34 | 3.90 | 3.99 | 0.80 | -1.31 |
| Sharpe Ratio | NA | 0.91 | 0.29 | -0.03 | 0.01 | NA | NA | … | … | -0.37 | 0.68 | 0.02 | -0.06 | -0.74 | -0.42 | 1.05 | -0.46 | -0.36 | 0.06 | 0.51 | 1.28 | 0.93 | 1.35 | 1.39 | 3.89 | 1.75 | 4.90 | 2.77 | 1.29 | 0.90 | -1.46 | -2.28 |
| Standard Deviation(%) | NA | 0.84 | 0.96 | 0.84 | 0.65 | NA | NA | … | … | 0.67 | 0.92 | 1.00 | 1.02 | 0.63 | 0.22 | 0.39 | 0.38 | 0.47 | 0.30 | 0.26 | 0.20 | 0.36 | 0.14 | 0.36 | 0.42 | 0.45 | 0.60 | 0.85 | 0.58 | 0.64 | 1.00 | 1.24 |
| Draw Down(%) | NA | 0.10 | 0.10 | 0.38 | 0.38 | NA | NA | … | … | 0.10 | 0.10 | 0.10 | 0.10 | 0.29 | 0.10 | 0.30 | 0.10 | 0.10 | 0.10 | 0.10 | 0.10 | 0.20 | 0.10 | 0.07 | 0.10 | 0.20 | 0.20 | 0.59 | 0.10 | 0.10 | 0.79 | 1.50 |
| Yield(%) | 0.18 | 3.13 | 3.33 | 2.45 | 1.63 | 1.25 | 1.63 | … | … | 0.91 | 3.44 | 3.47 | 3.44 | 1.02 | 0.02 | 0.66 | 1.19 | 1.21 | 0.67 | 0.45 | 0.29 | 0.25 | 0.32 | 0.55 | 1.56 | 1.07 | 2.51 | 3.77 | 3.73 | 3.43 | 1.38 | 0.25 |
Data as of 06/04/2026, Common starting date is 03/31/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATOAX (ALPINE ULTRA SHORT MUNICIPAL INCOME FUND CLASS A) |
0.25%
Mar 2013 – Mar 2016 |
0.33%
Feb 2012 – Feb 2017 |
0.50%
Apr 2012 – Apr 2022 |
1.01%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATOAX (ALPINE ULTRA SHORT MUNICIPAL INCOME FUND CLASS A) |
3.91%
Nov 2005 – Nov 2008 |
3.19%
Mar 2005 – Mar 2010 |
1.94%
Mar 2005 – Mar 2015 |
1.56%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison Chart