Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AAGOX (ALGER LARGE CAP GROWTH PORTFOLIO ALGER LARGE CAP GROWTH PORTFOLIO CLASS I-2) | 14.54% | 35.51% | 25.69% | 10.43% | 12.60% | 14.02% | 10.37% | 9.39% |
Data as of 07/18/2025, AR inception is 04/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAGOX (ALGER LARGE CAP GROWTH PORTFOLIO ALGER LARGE CAP GROWTH PORTFOLIO CLASS I-2) | 04/27/1990 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.60 | 35.51 | 25.69 | 10.43 | 12.60 | 14.02 | 10.37 | 9.39 | 14.54 | 42.89 | 32.67 | -41.97 | -13.20 | 45.46 | 27.43 | 2.36 | 28.61 | -0.83 | 1.91 | 11.48 | 35.08 | 9.86 | -1.28 | 12.58 | 46.53 | -46.26 | 19.53 | 5.02 | 11.76 | 5.50 | 35.16 | -33.02 | -22.02 | -26.58 | 21.15 | 24.84 | 24.98 | 10.25 | 35.08 | -6.10 | 22.47 | 12.26 | 40.41 | 10.66 |
| Sharpe Ratio | NA | 0.74 | 0.86 | 0.30 | 0.46 | NA | NA | 0.33 | 0.53 | 1.76 | 1.61 | -1.23 | -0.41 | 1.16 | 1.64 | 0.04 | 2.61 | -0.06 | 0.11 | 0.72 | 2.73 | 0.71 | -0.06 | 0.75 | 1.92 | -1.15 | 1.06 | 0.13 | 0.78 | 0.30 | 1.83 | -1.25 | -0.91 | -0.98 | 0.68 | 0.74 | 1.02 | 0.41 | 1.81 | -0.52 | 1.43 | 0.70 | 2.30 | 0.57 |
| Standard Deviation(%) | NA | 29.45 | 24.19 | 26.71 | 24.52 | NA | NA | 22.11 | 34.20 | 20.57 | 17.80 | 35.27 | 32.54 | 38.97 | 15.83 | 23.68 | 10.78 | 17.04 | 17.37 | 16.04 | 12.84 | 13.91 | 23.34 | 16.76 | 24.14 | 41.07 | 15.74 | 13.93 | 12.26 | 15.14 | 18.86 | 27.36 | 27.01 | 31.30 | 26.38 | 29.01 | 21.02 | 16.17 | 17.22 | 17.52 | 14.24 | 13.97 | 15.83 | 19.21 |
| Draw Down(%) | NA | 27.34 | 27.34 | 44.07 | 44.07 | NA | NA | 70.01 | 27.34 | 14.55 | 14.29 | 43.63 | 31.62 | 30.02 | 9.44 | 26.36 | 4.09 | 16.49 | 16.64 | 10.51 | 7.42 | 12.66 | 19.56 | 16.35 | 18.49 | 55.15 | 8.49 | 14.10 | 6.72 | 16.48 | 11.68 | 38.12 | 40.65 | 39.25 | 21.29 | 27.41 | 13.08 | 15.45 | 12.95 | 22.21 | 10.84 | 16.34 | 8.41 | 22.35 |
| Yield(%) | 0.00 | 0.00 | 1.71 | 6.15 | 7.84 | 11.58 | 8.73 | 15.82 | 0.00 | 0.00 | 0.00 | 3.41 | 25.33 | 0.23 | 2.36 | 18.69 | 11.34 | 0.37 | 11.27 | 17.65 | 0.93 | 1.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.00 | 0.15 | 0.30 | 0.37 | 0.07 | 0.31 | 0.14 | 0.12 | 0.17 | 0.37 | 0.51 |
Data as of 07/18/2025, AR inception is 04/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAGOX (ALGER LARGE CAP GROWTH PORTFOLIO ALGER LARGE CAP GROWTH PORTFOLIO CLASS I-2) |
-29.79%
Mar 2000 - Mar 2003 |
-13.57%
Mar 2000 - Mar 2005 |
-7.94%
Feb 1999 - Feb 2009 |
-0.27%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAGOX (ALGER LARGE CAP GROWTH PORTFOLIO ALGER LARGE CAP GROWTH PORTFOLIO CLASS I-2) |
28.06%
Mar 1997 - Mar 2000 |
23.83%
Oct 2016 - Oct 2021 |
17.86%
Aug 1990 - Aug 2000 |
14.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart