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ATOIX: ALPINE ULTRA SHORT MUNICIPAL INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.03 0(0.0%) June 05
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 12/30/2002 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.50% |
| Expenses | 0.70% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/2002 |
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(%) | 0.0 | 0.8 | 2.5 | 3.4 | 2.6 | 1.8 | 1.4 | 1.8 | 1.8 | 3.1 | 3.8 | 4.0 | 1.2 | -0.0 | 0.9 | 1.4 | 1.5 | 0.9 | 0.6 | 0.5 | 0.6 | 0.5 | 0.7 | 1.9 | 1.2 | 3.3 | 3.6 | 4.2 | 4.1 | 2.2 | 0.3 | 1.6 | 0.1 |
| Sharpe Ratio | NA | -0.88 | -0.14 | 0.12 | 0.02 | 0.2 | NA | NA | 0.85 | 0.2 | 0.16 | 0.28 | -0.31 | -0.11 | 1.34 | -0.17 | 0.3 | 0.64 | 1.42 | 3.32 | 1.56 | 1.18 | 2.41 | 4.43 | 2.62 | 4.8 | 3.1 | 1.74 | 1.07 | -0.15 | -0.52 | 0.5 | NA |
| Draw Down(%) | NA | 0.1 | 0.1 | 0.1 | 0.3 | 0.4 | NA | NA | 1.8 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.3 | 0.0 | 0.1 | 0.1 | 0.1 | 0.0 | 0.2 | 0.1 | 0.1 | 0.0 | 0.1 | 0.2 | 0.6 | 0.0 | 0.1 | 0.3 | 1.8 | 1.5 | 0.0 |
| Standard Deviation(%) | NA | 0.7 | 0.8 | 1.0 | 0.9 | 0.7 | NA | NA | 0.7 | 0.9 | 1.1 | 1.1 | 0.6 | 0.4 | 0.5 | 0.4 | 0.4 | 0.4 | 0.3 | 0.2 | 0.4 | 0.4 | 0.3 | 0.4 | 0.4 | 0.7 | 0.8 | 0.6 | 0.6 | 0.7 | 1.3 | 1.7 | 0.0 |
| Treynor Ratio | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.05 | 0.0 | 0.0 | 0.01 | 0.02 | 0.03 | -0.8 | 0.12 | 0.03 | -0.41 | 0.13 | -0.71 | 0.53 | 0.46 | 2.5 | -0.01 | -0.02 | 0.01 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Beta | NA | 0.46 | 0.61 | 0.58 | 0.52 | 0.37 | NA | NA | 0.27 | 0.47 | 0.7 | 0.59 | 0.3 | 0.05 | 0.13 | 0.47 | 0.41 | 0.4 | 0.16 | 0.17 | -0.01 | 0.03 | 0.23 | -0.05 | 0.09 | -0.04 | 0.05 | 0.02 | 0.0 | 0.08 | 0.35 | 0.64 | NA |
| RSquared | NA | 0.56 | 0.68 | 0.51 | 0.43 | 0.33 | NA | NA | 0.11 | 0.5 | 0.6 | 0.39 | 0.24 | 0.0 | 0.25 | 0.55 | 0.34 | 0.25 | 0.11 | 0.2 | 0.0 | 0.0 | 0.16 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.05 | 0.09 | 0.0 |
| Yield(%) | N/A | 0.8 | 2.5 | 3.3 | 2.5 | 1.8 | 1.4 | 1.8 | N/A | 3.0 | 3.7 | 3.7 | 1.2 | 0.1 | 0.9 | 1.4 | 1.4 | 0.9 | 0.7 | 0.5 | 0.5 | 0.6 | 0.8 | 1.8 | 1.3 | 2.7 | 4.0 | 4.0 | 3.7 | 3.1 | 1.3 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -72.9 | -27.9 | 230.1 | 143.5 | -5.9 | N/A | N/A | N/A | -19.2 | 1.4 | 197.1 | 1414.6 | -91.0 | -35.1 | -0.3 | 50.5 | 35.4 | 27.8 | 5.9 | -8.9 | -29.1 | -56.4 | 38.2 | -52.0 | -32.3 | 0.8 | 7.8 | 17.8 | 135.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2002
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See Muni National Short Asset Class Trend Rankings |
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