Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAIYX (ALGER MID CAP FOCUS FUND ALGER MID CAP FOCUS FUND CLASS I) | 26.32% | 63.57% | 32.53% | 18.41% | 9.41% | 9.02% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAIYX (ALGER MID CAP FOCUS FUND ALGER MID CAP FOCUS FUND CLASS I) | 10/02/2008 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.12 | 63.57 | 32.53 | 18.41 | 9.41 | 9.02 | NA | … | … | 26.32 | 41.04 | 20.15 | -5.07 | -3.15 | 6.96 | 36.54 | 18.38 | -3.32 | 11.94 | 44.86 | -20.60 |
| Sharpe Ratio | NA | 2.84 | 0.96 | 0.52 | 0.34 | NA | NA | … | … | 2.93 | 1.22 | 0.04 | -0.32 | -0.19 | 0.46 | 2.69 | 1.17 | -0.13 | 0.63 | 1.90 | -0.99 |
| Standard Deviation(%) | NA | 22.28 | 27.97 | 27.97 | 22.83 | NA | NA | … | … | 24.44 | 31.34 | 24.93 | 16.51 | 17.01 | 14.95 | 13.57 | 15.75 | 25.55 | 18.85 | 23.59 | 61.93 |
| Draw Down(%) | NA | 17.57 | 29.02 | 29.02 | 29.02 | NA | NA | … | … | 14.79 | 29.02 | 15.86 | 17.80 | 17.79 | 10.85 | 5.95 | 11.39 | 24.18 | 16.97 | 14.98 | 35.10 |
| Yield(%) | 0.00 | 7.69 | 4.52 | 2.71 | 3.15 | 4.70 | 4.77 | … | … | 0.00 | 8.28 | 2.84 | 0.00 | 4.99 | 7.97 | 12.60 | 6.34 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAIYX (ALGER MID CAP FOCUS FUND ALGER MID CAP FOCUS FUND CLASS I) |
-1.72%
Apr 2021 – Apr 2024 |
5.09%
Mar 2020 – Mar 2025 |
12.86%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAIYX (ALGER MID CAP FOCUS FUND ALGER MID CAP FOCUS FUND CLASS I) |
35.46%
May 2023 – May 2026 |
22.90%
Feb 2009 – Feb 2014 |
16.77%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart