Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATOIX (ALPINE ULTRA SHORT MUNICIPAL INCOME FUND INSTITUTIONAL CLASS) | 0.82% | 2.54% | 3.38% | 2.55% | 1.79% | 1.43% | 1.84% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATOIX (ALPINE ULTRA SHORT MUNICIPAL INCOME FUND INSTITUTIONAL CLASS) | 12/30/2002 | 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 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.54 | 3.38 | 2.55 | 1.79 | 1.43 | 1.84 | … | … | 0.82 | 3.06 | 3.80 | 3.95 | 1.24 | -0.02 | 0.91 | 1.41 | 1.51 | 0.93 | 0.59 | 0.54 | 0.61 | 0.46 | 0.69 | 1.92 | 1.21 | 3.27 | 3.58 | 4.16 | 4.07 | 2.16 | 0.34 | 1.59 | 0.11 |
| Sharpe Ratio | NA | 0.17 | 0.21 | 0.03 | 0.21 | NA | NA | … | … | -0.72 | 0.20 | 0.16 | 0.28 | -0.31 | -0.11 | 1.34 | -0.17 | 0.30 | 0.64 | 1.42 | 3.32 | 1.56 | 1.18 | 2.41 | 4.43 | 2.62 | 4.80 | 3.10 | 1.74 | 1.07 | -0.15 | -0.52 | 0.50 | NA |
| Standard Deviation(%) | NA | 0.82 | 0.99 | 0.87 | 0.68 | NA | NA | … | … | 0.68 | 0.88 | 1.08 | 1.06 | 0.62 | 0.39 | 0.49 | 0.40 | 0.43 | 0.44 | 0.26 | 0.15 | 0.38 | 0.36 | 0.27 | 0.43 | 0.43 | 0.66 | 0.84 | 0.58 | 0.62 | 0.66 | 1.25 | 1.73 | 0.00 |
| Draw Down(%) | NA | 0.10 | 0.10 | 0.34 | 0.38 | NA | NA | … | … | 0.10 | 0.10 | 0.10 | 0.10 | 0.25 | 0.15 | 0.30 | 0.00 | 0.10 | 0.10 | 0.10 | 0.00 | 0.20 | 0.10 | 0.10 | 0.05 | 0.10 | 0.20 | 0.60 | 0.05 | 0.10 | 0.26 | 1.75 | 1.46 | 0.00 |
| Yield(%) | 0.00 | 2.50 | 3.29 | 2.50 | 1.76 | 1.42 | 1.82 | … | … | 0.82 | 3.01 | 3.73 | 3.69 | 1.24 | 0.08 | 0.91 | 1.40 | 1.40 | 0.93 | 0.69 | 0.54 | 0.51 | 0.56 | 0.79 | 1.80 | 1.30 | 2.72 | 4.01 | 3.98 | 3.71 | 3.12 | 1.31 | 0.00 | 0.11 |
Data as of 06/04/2026, Common starting date is 12/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATOIX (ALPINE ULTRA SHORT MUNICIPAL INCOME FUND INSTITUTIONAL CLASS) |
0.51%
May 2012 – May 2015 |
0.58%
Dec 2011 – Dec 2016 |
0.71%
Apr 2012 – Apr 2022 |
1.24%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATOIX (ALPINE ULTRA SHORT MUNICIPAL INCOME FUND INSTITUTIONAL CLASS) |
4.01%
Nov 2005 – Nov 2008 |
3.47%
Nov 2004 – Nov 2009 |
2.32%
Jun 2004 – Jun 2014 |
1.85%
Jun 2004 – Jun 2019 |
Annualized Rolling Returns Comparison Chart