Alpine Dynamic Dividend Fund Manager Performance Evaluation
| ADAVX Fund | USD 4.87 0.02 0.41% |
The fund shows a Beta (market volatility) of 0.0457, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Alpine Dynamic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Alpine Dynamic is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Alpine Dynamic Dividend are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Alpine Dynamic may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 1.5000 |
Alpine |
Alpine Dynamic Relative Risk vs. Return Landscape
If you would invest 447.00 in Alpine Dynamic Dividend on October 28, 2025 and sell it today you would earn a total of 40.00 from holding Alpine Dynamic Dividend or generate 8.95% return on investment over 90 days. Alpine Dynamic Dividend is currently producing 0.1444% returns and takes up 0.8788% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Alpine, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Alpine Dynamic Current Valuation
Undervalued
Today
Please note that Alpine Dynamic's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Alpine Dynamic Dividend shows a prevailing Real Value of $5.23 per share. The current price of the fund is $4.87. We determine the value of Alpine Dynamic Dividend from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Alpine Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Alpine Mutual Fund. However, Alpine Dynamic's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 4.87 | Real 5.23 | Hype 4.87 | Naive 4.81 |
The intrinsic value of Alpine Dynamic's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Alpine Dynamic's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Alpine Dynamic Dividend helps investors to forecast how Alpine mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Alpine Dynamic more accurately as focusing exclusively on Alpine Dynamic's fundamentals will not take into account other important factors: Alpine Dynamic Target Price Odds to finish over Current Price
The tendency of Alpine Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 4.87 | 90 days | 4.87 | about 5.36 |
Based on a normal probability distribution, the odds of Alpine Dynamic to move above the current price in 90 days from now is about 5.36 (This Alpine Dynamic Dividend probability density function shows the probability of Alpine Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Alpine Dynamic has a beta of 0.0457. This suggests as returns on the market go up, Alpine Dynamic average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Alpine Dynamic Dividend will be expected to be much smaller as well. Additionally Alpine Dynamic Dividend has an alpha of 0.1253, implying that it can generate a 0.13 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Alpine Dynamic Price Density |
| Price |
Predictive Modules for Alpine Dynamic
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Alpine Dynamic Dividend. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Alpine Dynamic's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Alpine Dynamic Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Alpine Dynamic is not an exception. The market had few large corrections towards the Alpine Dynamic's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Alpine Dynamic Dividend, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Alpine Dynamic within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.05 | |
σ | Overall volatility | 0.18 | |
Ir | Information ratio | 0.07 |
Alpine Dynamic Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Alpine Dynamic for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Alpine Dynamic Dividend can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 99.76% of its assets under management (AUM) in equities |
Alpine Dynamic Fundamentals Growth
Alpine Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Alpine Dynamic, and Alpine Dynamic fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Alpine Mutual Fund performance.
| Price To Earning | 16.44 X | |||
| Price To Book | 1.95 X | |||
| Price To Sales | 1.16 X | |||
| Total Asset | 3.76 M | |||
About Alpine Dynamic Performance
Evaluating Alpine Dynamic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Alpine Dynamic has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Alpine Dynamic has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in the equity securities of certain domestic and foreign corporations that pay dividend income that the advisor believes are undervalued relative to the market and to the securities historic valuations. Aberdeen Dynamic is traded on NASDAQ Exchange in the United States.Things to note about Alpine Dynamic Dividend performance evaluation
Checking the ongoing alerts about Alpine Dynamic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alpine Dynamic Dividend help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 99.76% of its assets under management (AUM) in equities |
- Analyzing Alpine Dynamic's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Alpine Dynamic's stock is overvalued or undervalued compared to its peers.
- Examining Alpine Dynamic's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Alpine Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alpine Dynamic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Alpine Dynamic's mutual fund. These opinions can provide insight into Alpine Dynamic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Alpine Mutual Fund
Alpine Dynamic financial ratios help investors to determine whether Alpine Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alpine with respect to the benefits of owning Alpine Dynamic security.
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