Ratings & Risk for Alpine Dynamic Dividend (ADVDX)

Morningstar Category: Mid-Cap Blend
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Low Below Average
    138
    5-Year Low Below Average
    112
    10-Year 78
    Overall Low Below Average
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009
  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 21.16 -0.95 -0.66
    5-Year 17.70 -0.08 -0.23
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 92.02 0.81 -1.44
    3-Year 85.68 1.00 -6.11
    5-Year 84.39 1.02 -2.60
    10-Year

    S&P 500 TR

    Trailing data as of 10/31/2009