AIGOX | ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2

Basic Info 30.7 0.08(0.26%)
May 17

ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 started on 01/02/1980

ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 is classified as asset class LARGE BLEND

ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 expense ratio is 0.93%

ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 rating is

(52%)

ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) Dividend Info

ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) dividend growth in the last 12 months is -49.33%

The trailing 12-month yield of ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 is 4.38%. its dividend history:

Date	Dividend
03/07/2024	0.054
12/14/2023	0.9521
09/07/2023	0.066
03/09/2023	0.1595
12/15/2022	1.7782
09/08/2022	0.096
06/09/2022	0.0823
03/10/2022	0.068
12/15/2021	2.239
09/08/2021	0.074
06/09/2021	0.079
03/10/2021	0.066
12/16/2020	0.2
09/09/2020	0.065
06/10/2020	0.068
03/11/2020	0.072
12/18/2019	2.107
09/11/2019	0.085
06/12/2019	0.085
03/13/2019	0.066
12/18/2018	1.313
09/12/2018	0.075
06/13/2018	0.1
03/14/2018	0.075
12/15/2017	0.083
09/12/2017	0.07
06/13/2017	0.075
03/14/2017	0.07
12/14/2016	0.1
09/13/2016	0.055
06/14/2016	0.075
03/15/2016	0.075
12/16/2015	0.08
09/15/2015	0.07
06/16/2015	0.07
03/17/2015	0.06
12/18/2014	0.09
09/16/2014	0.075
06/17/2014	0.075
03/18/2014	0.102
12/18/2013	0.077
09/17/2013	0.063
06/18/2013	0.063
03/19/2013	0.063
12/18/2012	0.116
09/18/2012	0.05
06/19/2012	0.05
05/08/2012	0.17
05/13/2009	0.199
05/14/2008	0.214
05/16/2007	0.092
05/17/2006	0.131
05/17/2005	0.109
05/28/2004	0.05
05/30/2003	0.026
05/29/2001	0.044
05/24/2000	0.005

Dividend Growth History for ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$1.1776	5.11%	-41.83%	-
2022	$2.0245	6.82%	-17.64%	-41.83%
2021	$2.458	10.25%	506.91%	-30.78%
2020	$0.405	1.86%	-82.71%	42.73%
2019	$2.343	12.65%	49.90%	-15.80%
2018	$1.563	7.38%	424.50%	-5.51%
2017	$0.298	1.68%	-2.30%	25.74%
2016	$0.305	1.90%	8.93%	21.29%
2015	$0.28	1.71%	-18.13%	19.67%
2014	$0.342	2.32%	28.57%	14.73%
2013	$0.266	2.23%	-31.09%	16.04%
2012	$0.386	3.55%	-	10.67%
2009	$0.199	2.69%	-7.01%	13.54%
2008	$0.214	1.79%	132.61%	12.04%
2007	$0.092	0.83%	-29.77%	17.27%
2006	$0.131	1.25%	20.18%	13.79%
2005	$0.109	1.09%	118.00%	14.14%
2004	$0.05	0.53%	92.31%	18.09%
2003	$0.026	0.35%	-	21.00%
2001	$0.044	0.34%	780.00%	16.12%
2000	$0.005	0.03%	-	26.80%

Dividend Growth Chart for ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX)

ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) Historical Returns And Risk Info

From 01/02/1980 to 05/17/2024, the compound annualized total return (dividend reinvested) of ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) is 3.412%. Its cumulative total return (dividend reinvested) is 343.522%.

From 01/02/1980 to 05/17/2024, the Maximum Drawdown of ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) is 70.4%.

From 01/02/1980 to 05/17/2024, the Sharpe Ratio of ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) is 0.03.

From 01/02/1980 to 05/17/2024, the Annualized Standard Deviation of ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) is 22.2%.

From 01/02/1980 to 05/17/2024, the Beta of ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) is 0.94.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 01/02/1980	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980
Annualized Return(%)	2.1	12.2	29.4	11.3	15.3	12.7	14.2	9.6	3.4	23.9	-15.1	31.8	14.9	29.5	-4.6	21.3	10.2	1.0	12.5	29.9	12.3	4.8	10.7	32.2	-39.5	10.1	9.3	3.4	7.8	29.8	-31.5	-20.0	-24.5	34.0	19.4	30.5	-52.7	33.8	-13.1	9.9	6.5	22.6	-0.7	7.4	-23.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Sharpe Ratio	NA	2.23	2.09	0.49	0.63	0.66	NA	NA	0.03	1.59	-0.73	2.48	0.42	2.4	-0.37	3.08	0.79	0.06	1.13	2.8	1.13	0.23	0.62	1.3	-1.05	0.48	0.47	0.12	0.54	1.65	-1.28	-1.0	-0.75	1.1	0.67	1.34	-0.6	2.0	-1.08	0.56	0.41	1.57	-0.44	2.11	-1.06	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Draw Down(%)	NA	4.3	8.7	23.3	34.2	34.2	NA	NA	70.4	8.7	23.3	5.6	34.2	6.5	17.3	2.5	10.4	12.5	7.9	5.8	8.4	17.7	17.5	23.7	49.7	9.2	13.1	7.1	11.8	13.4	37.6	34.7	38.5	20.5	22.9	12.0	63.8	10.8	21.9	7.7	11.1	7.3	18.0	0.2	23.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Standard Deviation(%)	NA	11.8	11.4	16.5	20.8	17.3	NA	NA	22.2	12.5	22.7	12.8	34.5	11.7	16.2	6.8	12.8	15.3	11.1	10.7	11.0	21.1	17.0	24.8	38.4	14.8	12.8	10.4	12.8	17.7	25.5	22.7	38.3	27.9	24.0	20.0	93.2	15.0	14.9	13.9	9.9	12.0	13.5	0.8	26.1	NA	NA	NA	NA	NA	NA	NA	NA
Treynor Ratio	NA	0.28	0.25	0.09	0.14	0.12	NA	NA	0.01	0.22	-0.18	0.34	0.15	0.3	-0.06	0.21	0.1	0.01	0.13	0.32	0.15	0.05	0.11	0.36	-0.43	0.08	0.05	0.01	0.06	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Alpha	NA	0.01	0.0	0.01	0.0	0.0	NA	NA	0.0	0.0	0.01	0.02	-0.02	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.01	-0.01	0.02	-0.03	0.01	-0.03	-0.01	0.0	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Beta	NA	0.93	0.94	0.92	0.95	0.95	NA	NA	0.94	0.91	0.91	0.93	0.99	0.92	0.94	0.98	0.96	0.98	0.94	0.95	0.84	0.88	0.93	0.9	0.93	0.92	1.17	0.98	1.11	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
RSquare	NA	0.87	0.93	0.97	0.98	0.98	NA	NA	0.39	0.94	0.98	0.94	0.99	0.97	0.98	0.95	0.98	0.99	0.95	0.97	0.96	0.98	0.98	0.99	0.99	0.96	0.87	0.94	0.85	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Yield(%)	N/A	0.2	4.3	6.9	8.0	7.4	10.8	7.0	N/A	5.1	6.8	10.3	1.8	12.6	7.4	1.7	2.0	1.7	2.4	2.2	3.6	0.0	0.0	2.7	1.8	0.8	1.2	1.1	0.5	0.4	0.0	0.3	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Dividend Growth(%)	N/A	-95.8	-49.3	31.3	205.1	619.7	1268.1	16829.5	N/A	-41.9	-17.5	515.0	-82.9	49.0	423.3	-6.2	14.3	-20.0	34.6	-33.3	N/A	N/A	-100.0	-4.8	133.3	-30.8	18.2	120.0	66.7	N/A	-100.0	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

Return Calculator for ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX)

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ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) Historical Return Chart

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ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/02/1980 to 05/17/2024, the worst annualized return of 3-year rolling returns for ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) is -28.53%.

From 01/02/1980 to 05/17/2024, the worst annualized return of 5-year rolling returns for ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) is -12.47%.

From 01/02/1980 to 05/17/2024, the worst annualized return of 10-year rolling returns for ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) is -6.95%.

From 01/02/1980 to 05/17/2024, the worst annualized return of 20-year rolling returns for ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2 (AIGOX) is -3.06%.

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