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ACAYX: ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS Y (MUTUAL FUND)
Basic Info 52.03 0.32(0.61%) July 07
| Asset Class: | Large Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/01/2017 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 12.58% |
| Expenses | 0.85% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 03/01/2017 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 12.4 | 27.6 | 32.4 | 17.9 | 18.4 | 34.0 | 32.9 | -38.8 | -0.5 | 21.8 | 33.7 | -0.4 | 18.9 |
| Sharpe Ratio | NA | 0.68 | 0.82 | 1.17 | 0.56 | 0.65 | 1.14 | 1.51 | -1.19 | -0.02 | 0.56 | 2.15 | -0.08 | 2.31 |
| Draw Down(%) | NA | 27.7 | 27.7 | 27.7 | 46.4 | 46.4 | 14.9 | 11.3 | 40.4 | 24.1 | 29.6 | 8.5 | 22.1 | 3.1 |
| Standard Deviation(%) | NA | 36.7 | 30.6 | 24.7 | 27.6 | 25.9 | 24.0 | 19.2 | 33.9 | 26.2 | 38.1 | 15.0 | 21.6 | 9.6 |
| Treynor Ratio | NA | 0.18 | 0.18 | 0.22 | 0.12 | 0.14 | 0.18 | 0.24 | -0.31 | 0.0 | 0.23 | 0.28 | -0.01 | 0.18 |
| Alpha | NA | 0.03 | 0.03 | 0.03 | -0.01 | 0.01 | 0.0 | 0.01 | -0.08 | -0.13 | 0.02 | -0.01 | 0.02 | 0.01 |
| Beta | NA | 1.4 | 1.42 | 1.3 | 1.34 | 1.16 | 1.52 | 1.21 | 1.31 | 1.35 | 0.93 | 1.14 | 1.21 | 1.21 |
| RSquared | NA | 0.85 | 0.85 | 0.82 | 0.71 | 0.74 | 0.66 | 0.69 | 0.88 | 0.49 | 0.73 | 0.9 | 0.91 | 0.71 |
| Yield(%) | N/A | 0.0 | 12.5 | 10.7 | 11.8 | N/A | 16.9 | 10.4 | 2.3 | 19.0 | 19.5 | 12.4 | 10.8 | 7.5 |
| Dividend Growth(%) | N/A | -100.0 | 114.2 | -49.2 | N/A | N/A | 114.2 | 174.0 | -87.8 | 15.2 | 94.6 | 0.5 | 62.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2017
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