Find A Portfolio/Ticker
Comparison Box
AHSAX: ALGER HEALTH SCIENCES FUND ALGER HEALTH SCIENCES FUND CLASS A (MUTUAL FUND)
Basic Info 17.99 0.23(1.26%) May 13
| Asset Class: | Health |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 09/23/2002 |
| Last Dividend Date: | 12/18/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.05% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/23/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | -13.1 | -17.6 | -1.9 | -8.6 | 0.7 | 6.1 | 6.2 | 8.2 | 1.2 | -4.3 | -17.0 | -19.8 | 17.1 | 22.0 | 5.7 | 37.2 | -3.3 | 2.7 | 22.8 | 36.2 | 11.5 | 10.6 | 3.1 | 27.4 | -26.2 | 16.1 | 9.3 | 15.8 | 18.1 | 41.3 | 5.2 |
| Sharpe Ratio | NA | -1.66 | -1.51 | -0.36 | -0.48 | -0.05 | NA | NA | 0.35 | -0.43 | -0.59 | -0.76 | -0.58 | 0.52 | 1.17 | 0.2 | 2.75 | -0.15 | 0.12 | 1.3 | 3.07 | 1.03 | 0.56 | 0.18 | 1.33 | -0.95 | 1.08 | 0.5 | 1.17 | 1.07 | 2.33 | 0.97 |
| Draw Down(%) | NA | 20.1 | 23.1 | 23.1 | 55.4 | 55.4 | NA | NA | 55.4 | 7.9 | 16.0 | 29.0 | 36.6 | 26.3 | 14.3 | 24.7 | 5.3 | 21.4 | 23.3 | 13.4 | 4.2 | 8.0 | 18.3 | 16.8 | 18.1 | 38.6 | 6.9 | 11.4 | 5.8 | 18.2 | 7.6 | 6.8 |
| Standard Deviation(%) | NA | 20.7 | 15.8 | 16.8 | 23.2 | 22.9 | NA | NA | 19.8 | 12.6 | 14.5 | 24.2 | 34.1 | 32.4 | 17.6 | 22.1 | 13.4 | 23.8 | 22.5 | 17.6 | 11.8 | 11.3 | 18.9 | 16.6 | 20.6 | 28.5 | 12.2 | 12.0 | 11.7 | 16.0 | 17.4 | 19.8 |
| Treynor Ratio | NA | -0.43 | -0.38 | -0.07 | -0.12 | -0.01 | NA | NA | 0.07 | -0.1 | -0.09 | -0.17 | -0.19 | 0.17 | 0.18 | 0.04 | 0.38 | -0.03 | 0.02 | 0.18 | 0.35 | 0.12 | 0.1 | 0.03 | 0.26 | -0.29 | 0.14 | 0.05 | 0.12 | 0.13 | 0.37 | 0.2 |
| Alpha | NA | -0.09 | -0.03 | 0.0 | -0.02 | 0.0 | NA | NA | 0.0 | 0.02 | -0.01 | -0.05 | -0.09 | 0.05 | -0.01 | 0.03 | 0.07 | 0.04 | -0.04 | -0.04 | -0.02 | -0.01 | 0.0 | -0.01 | 0.02 | -0.05 | 0.04 | -0.01 | 0.0 | 0.02 | 0.04 | -0.01 |
| Beta | NA | 0.8 | 0.62 | 0.83 | 0.91 | 1.02 | NA | NA | 1.03 | 0.55 | 0.9 | 1.06 | 1.04 | 0.96 | 1.17 | 1.21 | 0.96 | 1.21 | 1.22 | 1.23 | 1.03 | 0.99 | 1.01 | 1.2 | 1.03 | 0.93 | 0.96 | 1.13 | 1.13 | 1.33 | 1.1 | 0.95 |
| RSquared | NA | 0.63 | 0.48 | 0.62 | 0.41 | 0.58 | NA | NA | 0.68 | 0.39 | 0.6 | 0.79 | 0.16 | 0.72 | 0.79 | 0.74 | 0.5 | 0.66 | 0.84 | 0.83 | 0.84 | 0.77 | 0.93 | 0.87 | 0.84 | 0.88 | 0.73 | 0.75 | 0.69 | 0.7 | 0.78 | 0.78 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 3.3 | 7.6 | 7.7 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.1 | 7.6 | 4.0 | 0.0 | 15.4 | 25.0 | 20.7 | 12.3 | 0.0 | 0.1 | 0.0 | 0.0 | 8.7 | 5.2 | 0.0 | 5.4 | 2.5 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | -45.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 1.7 | 150.3 | N/A | -100.0 | -39.4 | 35.2 | 68.4 | N/A | -100.0 | N/A | N/A | -100.0 | 70.8 | N/A | -100.0 | 198.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/23/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Health Asset Class Trend Rankings |
Top Rated Funds in Health
Best Mutual Funds
- VGHCX (VANGUARD HEALTH CARE FUND INVESTOR SHARES) 2.70% (97%)
- HGHAX (THE HARTFORD HEALTHCARE FUND CLASS A) 2.90% (79%)
- FSMEX (MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO) 0.78% (78%)
- FBIOX (BIOTECHNOLOGY PORTFOLIO BIOTECHNOLOGY PORTFOLIO) 1.95% (77%)
- FBTIX (FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS I) 1.82% (77%)
- FPHAX (PHARMACEUTICALS PORTFOLIO PHARMACEUTICALS PORTFOLIO) 1.91% (75%)
- FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) 5.83% (74%)
- FSPHX (HEALTH CARE PORTFOLIO HEALTH CARE PORTFOLIO) 3.28% (74%)
- FHCIX (FIDELITY ADVISOR HEALTH CARE FUND CLASS I) 3.31% (73%)
- SHSSX (BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO INSTITUTIONAL) 2.19% (66%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- XLV (Health Care Select Sector SPDR Fund) 3.01% (96%)
- BBH (VanEck Biotech ETF) 1.90% (94%)
- IBB (iShares Biotechnology ETF) 2.06% (94%)
- PPH (VanEck Pharmaceutical ETF) 1.98% (94%)
- FBT (First Trust NYSE Arca Biotechnology Index Fund) 2.72% (91%)
- FXH (First Trust Health Care AlphaDEX Fund) 1.07% (90%)
- IHE (iShares U.S. Pharmaceuticals ETF) 2.15% (88%)
- IHF (iShares U.S. Healthcare Providers ETF) 5.78% (88%)
- IHI (iShares U.S. Medical Devices ETF) 0.56% (88%)
Best Closed End Funds
- BME (BlackRock Health Sciences Trust) 1.42% (100%)
- GRX (Gabelli Healthcare & WellnessRx Trust) 1.58% (99%)
- HQH (Tekla Healthcare Investors) 1.66% (98%)
- HQL (Tekla Life Sciences Investors) 1.94% (98%)
Latest Articles Related to AHSAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
