Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PINE (Alpine Income Property Trust, Inc.) | 19.46% | 37.47% | 13.74% | 8.18% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PINE (Alpine Income Property Trust, Inc.) | 11/25/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.02 | 37.47 | 13.74 | 8.18 | NA | NA | NA | … | … | 19.46 | 5.24 | 6.13 | -5.38 | 1.00 | 41.23 | -15.69 | 2.35 |
| Sharpe Ratio | NA | 1.48 | 0.51 | 0.22 | NA | NA | NA | … | … | 1.86 | 0.11 | 0.11 | -0.32 | -0.02 | 1.43 | -0.19 | 2.72 |
| Standard Deviation(%) | NA | 21.55 | 23.89 | 24.33 | NA | NA | NA | … | … | 23.92 | 21.77 | 22.25 | 28.03 | 21.64 | 28.75 | 84.08 | 9.74 |
| Draw Down(%) | NA | 13.19 | 24.78 | 26.62 | NA | NA | NA | … | … | 11.13 | 20.13 | 12.65 | 26.62 | 21.49 | 14.19 | 60.00 | 2.00 |
| Yield(%) | 0.00 | 7.53 | 6.87 | 6.04 | 3.56 | 2.37 | 1.78 | … | … | 1.79 | 6.83 | 6.55 | 5.76 | 5.28 | 7.13 | 4.31 | 0.31 |
Data as of 06/05/2026, Common starting date is 11/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PINE (Alpine Income Property Trust, Inc.) |
-2.81%
Jul 2022 – Jul 2025 |
3.85%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PINE (Alpine Income Property Trust, Inc.) |
17.52%
Mar 2020 – Mar 2023 |
13.02%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart