Total Returns for Alpine Dynamic Dividend (ADVDX)

  • Growth of $10,000

    From 09/30/2003 to 10/31/2009

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    13.45% -12.11 -3.59 94

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -48.95% 6.12% 22.57% 7.24% 23.26%
    +/- Category -9.77 1.27 8.54 -2.01 6.96
    +/- Index -11.95 0.63 6.78 2.33 12.38
    Rank in Category 87 44 4 74 13
    # of Funds in Category 512 494 464 459 426
    2003 2002 2001 2000 1999
    Total Returns Per Year
    +/- Category
    +/- Index
    Rank in Category
    # of Funds in Category 421 367 329 277 294
    Data as of 10/31/2009
  • Trailing Total Returns

    Total Return Rank in Category +/- S&P 500 TR # of Funds
    1-Day 1.76% 2.06% 398
    1-Week -0.76% 12 -0.63% 398
    1-Month 2.82% 5 2.56% 398
    3-Month 10.49% 7 1.58% 395
    Year-to-date 23.19% 88 -0.33% 382
    1-Year 37.98% 94 -10.82% 381
    3-Year Annualized -11.81% 94 -5.91% 310
    5-Year Annualized -2.10% 91 -2.78% 251
    10-Year Annualized 78
    Since Inception 2.63%
    Inception Date 09/22/2003
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/23/2009
  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month 4.14% -2.83%
    3-Month 14.70% 4.94%
    Year-to-date 15.59% 13.45%
    1-Year -12.85% 6.64%
    3-Year Annualized -11.16% -12.89%
    5-Year Annualized -1.98% -2.58%
    10-Year Annualized
    Since Inception 2.98% 2.63%
    Inception Date 09/22/2003
    Data as of 10/31/2009
  • Tax Analysis

    Potential Capital Gains Exposure -166.75%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 13.45% 6.64% -12.89% -2.58% 2.63%
    On Distribution* 6.53% -2.02% -17.49% -6.62% -1.31%
    Rank in Category 97 98 99 98
    On Distribution & Sales of Shares* 8.29% 3.69% -12.34% -3.22% 1.08%
    Rank in Category 92 93 98 97
    Tax Cost Ratio 5.28% 4.15%
    Data as of 10/31/2009
    * After Tax