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SPEDX: ALGER DYNAMIC OPPORTUNITIES FUND ALGER DYNAMIC OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 18.02 0.1(0.55%) April 24
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (28%) |
Start Date: | 11/10/2009 |
Last Dividend Date: | 12/15/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.75% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/10/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 6.1 | 7.5 | -2.5 | 9.1 | 8.1 | 7.5 | 4.2 | -13.9 | 4.0 | 47.3 | 21.9 | -2.3 | 16.9 | -0.3 | 1.9 | 4.0 | 17.9 | 9.4 | -4.8 | 6.8 | 1.4 |
Sharpe Ratio | NA | 0.82 | 0.26 | -0.44 | 0.54 | 0.56 | 0.57 | 0.0 | -1.22 | 0.24 | 2.76 | 1.82 | -0.23 | 2.03 | -0.05 | 0.19 | 0.44 | 2.34 | 1.28 | -0.34 | 0.7 | 1.6 |
Draw Down(%) | NA | 5.3 | 10.5 | 29.0 | 29.0 | 29.0 | 29.0 | 10.5 | 18.1 | 14.1 | 15.1 | 8.9 | 20.0 | 3.5 | 9.9 | 8.9 | 6.1 | 4.6 | 5.0 | 16.4 | 8.9 | 1.8 |
Standard Deviation(%) | NA | 12.0 | 9.8 | 11.8 | 13.6 | 12.4 | 11.7 | 8.8 | 12.6 | 16.5 | 17.0 | 11.2 | 16.1 | 8.0 | 9.7 | 9.5 | 8.9 | 7.7 | 7.4 | 14.2 | 9.6 | 6.5 |
Treynor Ratio | NA | 0.12 | 0.04 | -0.11 | 0.17 | 0.14 | 0.13 | 0.0 | -0.37 | 0.05 | 1.32 | 0.47 | -0.05 | 0.2 | -0.01 | 0.03 | 0.06 | 0.29 | 0.19 | -0.09 | 0.14 | 0.22 |
Alpha | NA | 0.0 | -0.03 | -0.03 | 0.01 | 0.01 | 0.0 | -0.03 | -0.03 | -0.07 | 0.13 | 0.03 | 0.0 | 0.0 | -0.03 | 0.0 | -0.02 | 0.0 | 0.01 | -0.03 | 0.0 | 0.01 |
Beta | NA | 0.81 | 0.57 | 0.48 | 0.42 | 0.5 | 0.51 | 0.44 | 0.42 | 0.86 | 0.36 | 0.44 | 0.79 | 0.81 | 0.66 | 0.57 | 0.68 | 0.62 | 0.51 | 0.56 | 0.49 | 0.47 |
RSquared | NA | 0.61 | 0.47 | 0.49 | 0.44 | 0.51 | 0.58 | 0.44 | 0.65 | 0.48 | 0.52 | 0.23 | 0.7 | 0.45 | 0.81 | 0.85 | 0.75 | 0.81 | 0.77 | 0.83 | 0.85 | 0.77 |
Yield(%) | N/A | 0.0 | 0.0 | 1.7 | 5.0 | 4.8 | N/A | 0.0 | 0.0 | 5.7 | 6.9 | 12.8 | 1.8 | 7.3 | 0.3 | 2.8 | 6.0 | 7.0 | 0.0 | 1.4 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -61.3 | 62.1 | N/A | N/A | N/A | -100.0 | 13.7 | -40.6 | 566.7 | -72.7 | 2100.0 | -88.2 | -54.1 | -7.5 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/10/2009
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