The fund invests 80 percent of its net assets in the securities of issuers which are principally engaged in the real estate industry, are principally engaged in real estate financing or control real estate assets with an aggregate estimated value equal to no less than 50 percent of such issuers assets. It may invest up to 35 percent of its net assets in foreign securities. The fund may invest in companies of any market capitalization. It is non-diversified. Downside deviation of 1.13% indicates contained downside behavior. It is managed by Aberdeen. Moved up 0.09% in today's trading.
Performance
Contained
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Strong
NAV Risk Level
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Low
Alpine Realty Income currently trades at $10.72, posting 0.09% up in today's market action. ALPINE REALTY carries a 20% probability of significant NAV decline over the medium term. Over the last 90 trading days, it has produced modest risk-adjusted performance. The performance scores are measured across the period from December 27, 2025 to March 27, 2026. Learn more.
Alpine Realty Income [AIAGX] is traded in USA. The fund is listed under the Real Estate category and is part of the Aberdeen family. The entity is thematically classified as Monster Funds. This fund presently has accumulated 88.7 M in assets under management (AUM) with no minimum investment requirements. Alpine Realty Income is currently producing a year-to-date (YTD) return of 5.18%, while the total return for the last 3 years is 11.46%. The fund has a beta of -0.1547. The returns on MARKET and ALPINE REALTY are completely uncorrelated. ALPINE REALTY financial stability analysis
The fund holds 98.99% of assets under management (AUM) in equities. Alpine Realty Income's last dividend was $0.03 per share. Alpine Realty Income reported $49.3 million in Total Assets and $88.7 million in Net Assets.
Thematic Classifications
A thematic view of Alpine Realty Income is valuable because it lets investors test the idea inside a broader opportunity set instead of judging the security in isolation. Themes also make it easier to compare substitutes, complements, and diversified extensions of the original idea before capital is allocated.
Monster FundsFunds with above average long term performance indicators
Intraday indicators for Alpine Realty Income provide a tighter decision loop for shareholders managing active fund positions. Used thoughtfully, daily metrics support more informed rebalancing decisions without encouraging unnecessary portfolio turnover. For ALPINE REALTY in Real Estate, comparing daily indicators against weekly momentum helps separate session-level noise from developing trends.
Quantitative forecasts for ALPINE translate the fund's historical NAV behavior into probability-weighted return scenarios. With a one-year return of 10.3%, these models describe observed NAV patterns. Current fund positioning must match historical conditions. A five-year return of 5.8% for ALPINE REALTY: shareholders should weight forecast outputs by how closely current conditions match the historical sample.
Performance context is typically read against category peers and stated objectives. The five-year return stands at 6.0%.
Methodology
Unless otherwise specified, data for Alpine Realty Income is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Alpine Realty Income market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: We use public fund disclosures, holdings reports, and market data feeds with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Alpine Realty Income may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
