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ACARX: ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS R (MUTUAL FUND)
Basic Info 35.63 0.83(2.28%) July 01
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 01/29/2003 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 17.43% |
| Expenses | 0.85% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/29/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 10.5 | 27.9 | 28.8 | 16.6 | 15.0 | 16.4 | 13.5 | 13.8 | 26.9 | 28.5 | -40.0 | -5.6 | 17.2 | 32.5 | -1.3 | 30.6 | -0.0 | 5.8 | 13.1 | 34.4 | 17.6 | -1.4 | 13.1 | 48.3 | -44.2 | 31.0 | 17.6 | 14.2 | 7.4 | 30.9 |
| Sharpe Ratio | NA | 0.65 | 0.83 | 1.07 | 0.54 | 0.55 | NA | NA | 0.57 | 0.76 | 1.2 | -1.22 | -0.19 | 0.43 | 2.07 | -0.12 | 3.25 | -0.02 | 0.35 | 0.93 | 2.8 | 1.26 | -0.06 | 0.69 | 1.93 | -1.22 | 1.65 | 1.02 | 1.04 | 0.37 | 1.72 |
| Draw Down(%) | NA | 27.8 | 27.8 | 27.8 | 49.2 | 49.2 | NA | NA | 54.0 | 18.7 | 11.5 | 41.5 | 27.5 | 29.6 | 8.6 | 22.3 | 3.1 | 13.9 | 14.1 | 9.9 | 6.9 | 11.0 | 21.6 | 17.6 | 18.4 | 52.8 | 10.0 | 13.5 | 6.5 | 18.8 | 6.4 |
| Standard Deviation(%) | NA | 37.1 | 30.5 | 24.3 | 28.6 | 25.1 | NA | NA | 22.3 | 26.6 | 20.4 | 33.9 | 29.5 | 39.4 | 15.0 | 21.6 | 9.2 | 14.5 | 16.4 | 14.0 | 12.3 | 14.1 | 24.8 | 18.8 | 25.0 | 36.9 | 17.1 | 14.2 | 11.6 | 17.8 | 19.3 |
| Treynor Ratio | NA | 0.21 | 0.23 | 0.27 | 0.16 | 0.14 | NA | NA | 0.13 | 0.21 | 0.27 | -0.46 | -0.07 | 0.17 | 0.45 | -0.03 | 0.29 | 0.0 | 0.06 | 0.13 | 0.34 | 0.19 | -0.02 | 0.13 | 0.48 | -0.47 | 0.29 | 0.14 | 0.13 | 0.06 | 0.33 |
| Alpha | NA | 0.03 | 0.03 | 0.02 | 0.02 | 0.0 | NA | NA | 0.01 | 0.01 | -0.03 | -0.02 | -0.01 | -0.1 | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.04 | -0.05 | 0.07 | 0.06 | 0.01 | 0.0 | 0.01 |
| Beta | NA | 1.13 | 1.1 | 0.98 | 0.96 | 0.96 | NA | NA | 0.97 | 0.99 | 0.89 | 0.9 | 0.79 | 1.0 | 0.69 | 1.03 | 1.03 | 0.96 | 1.0 | 0.99 | 1.0 | 0.94 | 0.92 | 0.97 | 1.0 | 0.96 | 0.98 | 1.0 | 0.9 | 1.13 | 0.99 |
| RSquared | NA | 0.95 | 0.95 | 0.94 | 0.76 | 0.82 | NA | NA | 0.87 | 0.61 | 0.7 | 0.96 | 0.46 | 0.86 | 0.71 | 0.98 | 0.92 | 0.96 | 0.97 | 0.94 | 0.96 | 0.94 | 0.98 | 0.97 | 0.96 | 0.95 | 0.9 | 0.85 | 0.84 | 0.86 | 0.89 |
| Yield(%) | N/A | 0.0 | 17.5 | 14.3 | 14.2 | 13.5 | 18.6 | 18.0 | N/A | 23.0 | 13.7 | 3.0 | 23.3 | 22.9 | 14.2 | 12.0 | 9.0 | 0.8 | 8.2 | 13.4 | 15.7 | 5.4 | 3.8 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 114.2 | -49.2 | 110.9 | 320.5 | N/A | N/A | N/A | 114.2 | 174.0 | -87.8 | 15.2 | 94.6 | 0.5 | 62.1 | 1022.6 | -90.4 | -38.2 | -3.0 | 227.7 | 36.7 | 2823.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/29/2003
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See LARGE GROWTH Asset Class Trend Rankings |
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