Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABLOX (ALGER BALANCED PORTFOLIO ALGER BALANCED PORTFOLIO CLASS I-2) | 10.51% | 26.28% | 17.94% | 9.65% | 10.27% | 9.07% | 6.02% | … | … |
Data as of 06/04/2026, Common starting date is 09/28/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABLOX (ALGER BALANCED PORTFOLIO ALGER BALANCED PORTFOLIO CLASS I-2) | 09/28/1989 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 26.28 | 17.94 | 9.65 | 10.27 | 9.07 | 6.02 | … | … | 10.51 | 16.03 | 17.06 | 17.44 | -15.29 | 15.82 | 9.83 | 19.51 | -3.31 | 15.46 | 8.50 | 1.49 | 9.47 | 15.29 | 6.23 | -2.67 | 7.60 | 24.88 | -40.86 | 3.54 | -2.29 | 6.57 | 2.96 | 16.56 | -13.69 | -1.80 | -1.95 | 30.24 | 31.51 | 19.80 | -32.26 | 28.58 | -4.31 | 7.79 | 9.49 | 4.33 | 6.53 | 2.97 |
| Sharpe Ratio | NA | 2.70 | 1.42 | 0.62 | 0.75 | NA | NA | … | … | 2.35 | 1.03 | 1.44 | 1.61 | -1.02 | 1.84 | 0.46 | 2.56 | -0.46 | 3.14 | 0.94 | 0.14 | 1.39 | 2.23 | 0.78 | -0.21 | 0.79 | 1.76 | -1.48 | 0.03 | -0.46 | 0.51 | 0.21 | 1.70 | -1.35 | -0.36 | -0.28 | 1.31 | 1.93 | 1.19 | -0.72 | 2.34 | -0.80 | 0.71 | 2.53 | 0.33 | 0.43 | 2.20 |
| Standard Deviation(%) | NA | 9.17 | 10.55 | 11.70 | 11.66 | NA | NA | … | … | 10.63 | 12.85 | 9.31 | 8.65 | 16.48 | 8.60 | 20.77 | 7.04 | 10.27 | 4.73 | 8.77 | 10.05 | 6.79 | 6.83 | 8.02 | 13.05 | 9.50 | 14.10 | 28.16 | 12.42 | 12.42 | 8.37 | 9.42 | 9.35 | 10.97 | 12.03 | 22.27 | 20.47 | 14.52 | 13.50 | 49.62 | 10.54 | 9.21 | 7.84 | 2.75 | 1.25 | 2.38 | 3.00 |
| Draw Down(%) | NA | 6.15 | 13.15 | 18.66 | 22.96 | NA | NA | … | … | 6.15 | 13.15 | 5.97 | 6.23 | 17.34 | 4.55 | 22.96 | 3.84 | 11.33 | 1.49 | 6.67 | 8.28 | 4.55 | 4.80 | 7.57 | 12.79 | 11.58 | 12.36 | 47.71 | 10.05 | 15.79 | 4.77 | 11.83 | 5.18 | 17.35 | 13.73 | 20.06 | 14.97 | 16.52 | 8.30 | 43.31 | 6.18 | 11.16 | 6.84 | 2.05 | 0.10 | 0.99 | 0.40 |
| Yield(%) | 0.00 | 13.78 | 6.55 | 4.12 | 5.65 | 5.41 | 3.55 | … | … | 0.00 | 14.01 | 0.22 | 1.99 | 1.07 | 0.94 | 1.28 | 4.55 | 17.23 | 3.15 | 2.07 | 2.10 | 2.11 | 1.31 | 1.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.24 | 8.95 | 7.79 | 9.16 | 3.03 | 0.00 | 2.02 | 2.41 | 0.24 | 1.85 | 4.15 | 6.63 | 2.25 |
Data as of 06/04/2026, Common starting date is 09/28/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABLOX (ALGER BALANCED PORTFOLIO ALGER BALANCED PORTFOLIO CLASS I-2) |
-17.61%
Feb 2006 – Feb 2009 |
-9.74%
Feb 2004 – Feb 2009 |
-3.50%
Aug 2000 – Aug 2010 |
-0.02%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABLOX (ALGER BALANCED PORTFOLIO ALGER BALANCED PORTFOLIO CLASS I-2) |
30.50%
Mar 1997 – Mar 2000 |
16.82%
Jul 1996 – Jul 2001 |
10.34%
May 2016 – May 2026 |
8.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart