Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AAMOX (ALGER SMID CAP FOCUS PORTFOLIO ALGER SMID CAP FOCUS PORTFOLIO CLASS I-2) | NA | -5.75% | -6.34% | 2.85% | 12.58% | 13.47% | NA | 10.25% |
Data as of 10/04/2023, AR inception is 01/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAMOX (ALGER SMID CAP FOCUS PORTFOLIO ALGER SMID CAP FOCUS PORTFOLIO CLASS I-2) | 01/04/2008 | 10/04/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | -5.75 | -6.34 | 2.85 | 12.58 | 13.47 | NA | 10.25 | 0.00 | -39.23 | -24.00 | 58.84 | 38.31 | -3.19 | 36.91 | 52.06 | -0.40 | 4.90 | 32.39 | 14.53 | -3.81 | 23.67 | 45.88 | -46.62 |
| Sharpe Ratio | NA | -0.40 | -0.26 | 0.05 | 0.44 | NA | NA | 0.34 | -0.22 | -1.15 | -0.59 | 1.49 | 1.95 | -0.19 | 2.77 | 1.26 | -0.03 | 0.30 | 2.31 | 0.86 | -0.13 | 1.09 | 1.61 | -1.15 |
| Standard Deviation(%) | NA | 24.16 | 27.03 | 29.32 | 26.51 | NA | NA | 26.90 | 19.44 | 35.55 | 40.65 | 39.17 | 18.94 | 23.90 | 13.15 | 41.10 | 16.87 | 16.41 | 14.03 | 16.97 | 30.37 | 21.67 | 28.43 | 41.60 |
| Draw Down(%) | NA | 15.07 | 48.22 | 48.22 | 48.22 | NA | NA | 56.87 | 15.07 | 41.43 | 41.02 | 40.37 | 14.34 | 31.46 | 6.14 | 16.63 | 16.85 | 14.30 | 6.22 | 12.26 | 29.38 | 18.43 | 18.99 | 56.87 |
| Yield(%) | 0.00 | 2.37 | 15.18 | 15.34 | 16.56 | 21.44 | 10.43 | 13.91 | 0.00 | 1.56 | 30.71 | 12.74 | 38.62 | 13.38 | 11.75 | 186.34 | 35.98 | 28.60 | 22.34 | 9.29 | 0.24 | 0.08 | 0.00 | 0.00 |
Data as of 10/04/2023, AR inception is 01/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAMOX (ALGER SMID CAP FOCUS PORTFOLIO ALGER SMID CAP FOCUS PORTFOLIO CLASS I-2) |
-5.43%
Sep 2020 - Sep 2023 |
1.91%
Sep 2018 - Sep 2023 |
12.68%
Sep 2013 - Sep 2023 |
10.69%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAMOX (ALGER SMID CAP FOCUS PORTFOLIO ALGER SMID CAP FOCUS PORTFOLIO CLASS I-2) |
41.63%
Feb 2016 - Feb 2019 |
39.43%
Oct 2016 - Oct 2021 |
24.49%
Sep 2011 - Sep 2021 |
12.32%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison Chart