Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACAAX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS A) | 6.49% | 27.31% | 25.50% | 16.62% | 15.23% | 16.36% | 13.83% | 11.17% |
Data as of 06/05/2025, AR inception is 06/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACAAX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS A) | 06/26/1997 | 06/05/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.52 | 27.31 | 25.50 | 16.62 | 15.23 | 16.36 | 13.83 | 11.17 | 6.49 | 33.00 | 33.28 | -39.42 | -5.01 | 22.31 | 33.14 | -0.95 | 31.31 | 0.32 | 6.39 | 13.53 | 35.05 | 17.85 | -0.97 | 13.30 | 50.00 | -44.44 | 31.93 | 18.76 | 15.01 | 7.43 | 35.26 | -35.21 | -18.08 | -27.77 | 74.20 | 30.58 | 1.70 |
| Sharpe Ratio | NA | 0.31 | 0.45 | 0.05 | 0.28 | NA | NA | 0.28 | 0.16 | 1.09 | 1.55 | -1.21 | -0.17 | 0.58 | 2.11 | -0.10 | 3.30 | 0.01 | 0.39 | 0.95 | 2.79 | 1.27 | -0.04 | 0.70 | 1.97 | -1.21 | 1.68 | 1.09 | 1.09 | 0.36 | 1.71 | -1.40 | -0.77 | -0.74 | 2.19 | 1.06 | -0.01 |
| Standard Deviation(%) | NA | 33.08 | 26.73 | 28.57 | 24.93 | NA | NA | 24.41 | 39.93 | 24.26 | 18.88 | 33.76 | 29.14 | 37.87 | 15.03 | 21.66 | 9.33 | 14.67 | 16.51 | 14.28 | 12.56 | 14.13 | 24.61 | 18.83 | 25.35 | 37.46 | 17.27 | 14.33 | 11.80 | 18.03 | 20.21 | 25.85 | 26.74 | 43.29 | 32.36 | 25.61 | 28.72 |
| Draw Down(%) | NA | 33.60 | 33.60 | 54.57 | 54.57 | NA | NA | 70.29 | 27.79 | 15.26 | 11.45 | 41.02 | 27.13 | 29.52 | 8.54 | 22.29 | 3.05 | 14.09 | 14.15 | 9.89 | 6.84 | 10.97 | 21.28 | 17.68 | 18.72 | 53.16 | 10.07 | 13.57 | 6.65 | 19.32 | 9.86 | 37.08 | 36.12 | 45.56 | 19.37 | 30.67 | 19.43 |
| Yield(%) | 0.00 | 13.75 | 10.26 | 13.01 | 12.56 | 18.37 | 18.91 | 5.51 | 0.00 | 17.50 | 9.65 | 2.66 | 22.81 | 18.82 | 10.06 | 10.16 | 8.23 | 0.85 | 8.14 | 15.52 | 8.95 | 1.31 | 0.00 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.92 | 6.25 | 3.46 | 2.19 |
Data as of 06/05/2025, AR inception is 06/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAAX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS A) |
-29.90%
Feb 2000 - Feb 2003 |
-13.79%
Mar 2000 - Mar 2005 |
-3.07%
Feb 2000 - Feb 2010 |
3.07%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAAX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS A) |
30.66%
Dec 2018 - Dec 2021 |
25.06%
Feb 2009 - Feb 2014 |
19.20%
Sep 2011 - Sep 2021 |
17.12%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart