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ADTRX: ALPINE TRANSFORMATIONS FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/03/2008 |
| Last Dividend Date: | 12/05/2014 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.35% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/03/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -5.8 | 4.2 | -21.0 | 1.0 | 17.6 | 9.1 | -1.2 | 26.5 | 72.0 | -47.7 |
| Sharpe Ratio | NA | -0.58 | -0.07 | 0.01 | 0.05 | -0.73 | 0.06 | 0.92 | 0.52 | -0.03 | 1.1 | 1.89 | -1.17 |
| Draw Down(%) | NA | 30.1 | 30.5 | 30.5 | 62.6 | 30.1 | 14.6 | 15.2 | 16.5 | 26.0 | 18.3 | 29.5 | 59.4 |
| Standard Deviation(%) | NA | 36.3 | 29.0 | 35.7 | 31.7 | 28.8 | 16.0 | 19.2 | 17.5 | 46.9 | 24.0 | 38.1 | 41.8 |
| Treynor Ratio | NA | -0.22 | -0.02 | 0.0 | 0.02 | -0.23 | 0.01 | 0.2 | 0.09 | -0.01 | 0.25 | 0.59 | -0.59 |
| Alpha | NA | -0.11 | -0.08 | -0.07 | -0.03 | -0.08 | -0.05 | -0.03 | -0.02 | 0.04 | -0.01 | 0.05 | -0.05 |
| Beta | NA | 0.93 | 0.98 | 0.98 | 0.96 | 0.9 | 1.08 | 0.89 | 1.02 | 0.97 | 1.05 | 1.21 | 0.83 |
| RSquared | NA | 0.21 | 0.3 | 0.32 | 0.63 | 0.29 | 0.85 | 0.4 | 0.88 | 0.33 | 0.92 | 0.9 | 0.87 |
| Yield(%) | N/A | 0.0 | 7.3 | 4.9 | N/A | 0.0 | 4.1 | 16.8 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 3214.8 | N/A | N/A | -100.0 | -72.7 | 2503.7 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2008
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See Mid-Cap Growth Asset Class Trend Rankings |
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