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ACAZX: ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS Z (MUTUAL FUND)
Basic Info 41.65 0.51(1.24%) July 09
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 12/30/2010 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 12.05% |
| Expenses | 1.27% |
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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 | 10 Yr | Since 12/30/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | 13.1 | 27.2 | 31.7 | 17.6 | 16.4 | 16.2 | 34.8 | 34.5 | -39.0 | -3.6 | 23.5 | 33.6 | -0.6 | 31.8 | 0.7 | 6.7 | 13.9 | 35.5 | 18.3 | -0.7 | -0.1 |
| Sharpe Ratio | NA | 0.67 | 0.82 | 1.19 | 0.55 | 0.6 | 0.68 | 1.19 | 1.63 | -1.2 | -0.13 | 0.62 | 2.14 | -0.09 | 3.35 | 0.03 | 0.4 | 0.97 | 2.82 | 1.3 | -0.03 | NA |
| Draw Down(%) | NA | 27.7 | 27.7 | 27.7 | 47.9 | 47.9 | 47.9 | 14.7 | 11.3 | 40.6 | 26.3 | 29.5 | 8.5 | 22.2 | 3.0 | 14.1 | 14.1 | 9.9 | 6.8 | 10.9 | 21.2 | 0.1 |
| Standard Deviation(%) | NA | 36.7 | 30.6 | 24.3 | 28.1 | 24.8 | 22.6 | 23.7 | 18.7 | 33.7 | 28.3 | 37.6 | 15.0 | 21.7 | 9.3 | 14.7 | 16.5 | 14.3 | 12.6 | 14.1 | 24.6 | 0.0 |
| Treynor Ratio | NA | 0.22 | 0.23 | 0.29 | 0.16 | 0.16 | 0.16 | 0.29 | 0.34 | -0.45 | -0.05 | 0.23 | 0.46 | -0.02 | 0.3 | 0.0 | 0.07 | 0.14 | 0.35 | 0.2 | -0.01 | 0.0 |
| Alpha | NA | 0.03 | 0.03 | 0.02 | 0.02 | 0.01 | 0.0 | 0.03 | -0.02 | -0.02 | -0.01 | -0.08 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Beta | NA | 1.14 | 1.11 | 0.99 | 0.96 | 0.96 | 0.96 | 0.98 | 0.89 | 0.89 | 0.79 | 0.99 | 0.69 | 1.03 | 1.04 | 0.97 | 1.01 | 1.01 | 1.02 | 0.94 | 0.92 | NA |
| RSquared | NA | 0.96 | 0.96 | 0.94 | 0.78 | 0.84 | 0.86 | 0.73 | 0.81 | 0.97 | 0.48 | 0.91 | 0.71 | 0.98 | 0.91 | 0.96 | 0.97 | 0.93 | 0.95 | 0.94 | 0.98 | 0.0 |
| Yield(%) | N/A | 0.0 | 11.9 | 10.3 | 11.6 | 12.6 | N/A | 16.2 | 9.0 | 2.5 | 21.8 | 18.1 | 9.7 | 9.9 | 8.1 | 0.8 | 8.0 | 15.4 | 8.9 | 1.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 139.2 | -52.6 | 137.2 | N/A | N/A | 139.2 | 116.7 | -88.7 | 43.8 | 134.1 | -13.3 | 52.2 | 892.9 | -89.9 | -48.3 | 110.4 | 536.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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Best ETFs
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- QQQQ (PowerShares QQQ) 0.71% (97%)
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- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.70% (96%)
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Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.24% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.25% (98%)
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- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.22% (97%)
- GAM (General American Investors Closed Fund) 0.25% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.16% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.71% (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.19% (22%)
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