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AIGIX: ALGER INTERNATIONAL GROWTH FUND ALGER INTERNATIONAL GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 18.8 0.19(1.02%) April 26
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (97%) |
Start Date: | 05/31/2013 |
Last Dividend Date: | 12/15/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.28% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/03/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.6 | 0.5 | 12.9 | -3.9 | 7.3 | 4.7 | 5.2 | 18.0 | -31.0 | 8.9 | 43.4 | 28.1 | -20.8 | 26.9 | -5.3 | 1.1 | -3.2 | 13.6 |
Sharpe Ratio | NA | -0.74 | 0.28 | -0.31 | 0.22 | 0.18 | 0.21 | 0.88 | -1.07 | 0.5 | 1.35 | 2.11 | -1.38 | 2.97 | -0.33 | 0.08 | -0.3 | 2.06 |
Draw Down(%) | NA | 6.3 | 15.3 | 42.2 | 42.2 | 42.2 | 42.2 | 15.3 | 39.3 | 13.7 | 31.3 | 7.4 | 29.8 | 3.4 | 13.8 | 16.3 | 11.9 | 6.3 |
Standard Deviation(%) | NA | 14.1 | 15.0 | 21.7 | 23.1 | 19.0 | 18.5 | 15.8 | 30.3 | 17.8 | 31.8 | 12.7 | 16.0 | 8.9 | 16.6 | 14.4 | 10.9 | 11.7 |
Treynor Ratio | NA | -0.13 | 0.05 | -0.08 | 0.06 | 0.04 | 0.05 | 0.17 | -0.39 | 0.16 | 0.44 | 0.33 | -0.27 | 0.3 | -0.06 | 0.01 | -0.04 | 0.3 |
Alpha | NA | -0.02 | 0.02 | 0.01 | 0.0 | -0.01 | -0.01 | 0.01 | -0.05 | 0.01 | -0.04 | 0.01 | -0.05 | -0.03 | -0.03 | 0.01 | 0.0 | 0.0 |
Beta | NA | 0.77 | 0.84 | 0.85 | 0.89 | 0.88 | 0.87 | 0.83 | 0.83 | 0.55 | 0.99 | 0.8 | 0.8 | 0.87 | 0.9 | 0.86 | 0.79 | 0.8 |
RSquared | NA | 0.69 | 0.82 | 0.87 | 0.88 | 0.88 | 0.87 | 0.86 | 0.86 | 0.59 | 0.91 | 0.83 | 0.87 | 0.79 | 0.92 | 0.92 | 0.81 | 0.82 |
Yield(%) | N/A | 0.0 | 0.0 | 2.8 | 3.6 | 3.0 | N/A | 0.0 | 0.0 | 8.5 | 0.0 | 5.6 | 2.6 | 5.9 | 1.8 | 0.3 | 1.2 | 0.5 |
Dividend Growth(%) | N/A | N/A | N/A | 66.9 | 50.8 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 62.2 | -46.4 | 211.1 | 440.0 | -72.2 | 157.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/03/2013
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