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AMGAX: ALGER MIDCAP GROWTH FUND ALGER MIDCAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 13.78 0.2(1.47%) May 02
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (43%) |
Start Date: | 06/26/1997 |
Last Dividend Date: | 12/15/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.95% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/26/1997 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 7.7 | 21.6 | -4.4 | 9.9 | 9.9 | 12.5 | 8.2 | 7.7 | 23.0 | -35.1 | 7.9 | 63.7 | 29.8 | -7.4 | 29.8 | 0.8 | -1.8 | 7.6 | 35.6 | 16.1 | -8.2 | 18.7 | 50.8 | -58.5 | 31.7 | 9.7 | 9.4 | 12.7 | 45.9 | -30.5 | -7.0 | 12.9 | 20.0 | 20.3 | -1.0 |
Sharpe Ratio | NA | 1.27 | 1.25 | -0.2 | 0.23 | 0.32 | NA | NA | 0.24 | 1.15 | -1.06 | 0.14 | 1.79 | 1.85 | -0.4 | 3.0 | 0.03 | -0.11 | 0.48 | 2.56 | 1.01 | -0.27 | 0.83 | 1.7 | -1.22 | 1.61 | 0.38 | 0.5 | 0.64 | 2.26 | -1.12 | -0.35 | 0.26 | 0.66 | 0.66 | -0.2 |
Draw Down(%) | NA | 7.5 | 16.1 | 54.3 | 54.3 | 54.3 | NA | NA | 68.8 | 16.1 | 37.7 | 30.3 | 33.9 | 10.5 | 27.9 | 4.1 | 17.8 | 17.4 | 12.9 | 6.9 | 11.8 | 30.7 | 19.1 | 20.3 | 68.2 | 10.4 | 19.5 | 9.5 | 19.2 | 11.4 | 38.0 | 29.4 | 21.8 | 13.8 | 31.8 | 22.9 |
Standard Deviation(%) | NA | 16.5 | 15.6 | 38.7 | 35.4 | 27.5 | NA | NA | 26.4 | 16.4 | 34.7 | 57.5 | 35.3 | 15.4 | 21.5 | 9.7 | 16.5 | 16.2 | 15.9 | 13.9 | 16.0 | 30.9 | 22.5 | 29.8 | 48.4 | 18.0 | 17.2 | 14.5 | 18.4 | 20.0 | 28.2 | 27.2 | 33.2 | 25.5 | 25.7 | 26.9 |
Treynor Ratio | NA | 0.2 | 0.2 | -0.07 | 0.07 | 0.08 | NA | NA | 0.06 | 0.2 | -0.35 | 0.04 | 0.66 | 0.27 | -0.08 | 0.26 | 0.01 | -0.02 | 0.07 | 0.35 | 0.17 | -0.08 | 0.19 | 0.52 | -0.58 | 0.29 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.05 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | -0.03 | -0.05 | 0.08 | -0.02 | 0.0 | 0.02 | -0.02 | 0.0 | -0.03 | 0.01 | 0.0 | -0.02 | -0.03 | 0.03 | -0.09 | 0.05 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.05 | 1.0 | 1.15 | 1.08 | 1.08 | NA | NA | 1.05 | 0.94 | 1.05 | 1.77 | 0.96 | 1.06 | 1.14 | 1.11 | 1.01 | 0.99 | 1.12 | 1.02 | 0.95 | 1.08 | 1.01 | 0.98 | 1.02 | 1.0 | 1.08 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.84 | 0.89 | 0.44 | 0.56 | 0.63 | NA | NA | 0.54 | 0.93 | 0.96 | 0.3 | 0.94 | 0.92 | 0.94 | 0.87 | 0.94 | 0.94 | 0.94 | 0.95 | 0.91 | 0.98 | 0.97 | 0.96 | 0.97 | 0.92 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 9.8 | 13.4 | 10.9 | 16.0 | 9.3 | N/A | 0.0 | 0.0 | 31.5 | 14.8 | 10.1 | 5.1 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 21.5 | 10.9 | 11.6 | 0.0 | 0.0 | 0.0 | 0.0 | 4.6 | 6.8 | 5.1 | 4.0 |
Dividend Growth(%) | N/A | N/A | N/A | 62.1 | 1111.0 | 184.4 | N/A | N/A | N/A | N/A | -100.0 | 206.0 | 79.2 | 69.0 | 545.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 89.6 | -4.0 | N/A | N/A | N/A | N/A | -100.0 | -21.3 | 53.1 | 19.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/1997
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