Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACAPX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS B) | NA | 29.46% | 15.95% | 12.31% | 14.77% | 11.81% | 5.91% | … | … |
Data as of 06/01/2020, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACAPX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS B) | 06/21/1996 | 06/01/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | 29.46 | 15.95 | 12.31 | 14.77 | 11.81 | 5.91 | … | … | 8.80 | 32.13 | -1.74 | 30.33 | -0.51 | 5.42 | 12.21 | 33.84 | 16.96 | -1.86 | 12.31 | 48.45 | -44.85 | 31.01 | 17.89 | 14.02 | 6.82 | 34.29 | -35.83 | -18.65 | -28.45 | 72.89 | 29.67 | 14.95 | -0.35 |
| Sharpe Ratio | NA | 0.80 | 0.62 | 0.56 | 0.76 | NA | NA | … | … | 0.46 | 2.04 | -0.14 | 3.21 | -0.05 | 0.33 | 0.86 | 2.69 | 1.21 | -0.08 | 0.65 | 1.91 | -1.22 | 1.62 | 1.02 | 1.01 | 0.33 | 1.65 | -1.43 | -0.79 | -0.75 | 2.15 | 1.03 | 0.46 | -0.22 |
| Standard Deviation(%) | NA | 32.72 | 23.84 | 20.71 | 18.87 | NA | NA | … | … | 48.06 | 15.07 | 21.70 | 9.28 | 14.64 | 16.45 | 14.20 | 12.54 | 14.13 | 24.69 | 18.93 | 25.30 | 37.49 | 17.35 | 14.42 | 11.72 | 18.00 | 20.33 | 25.84 | 26.81 | 43.31 | 32.44 | 25.60 | 24.87 | 18.83 |
| Draw Down(%) | NA | 29.59 | 29.59 | 29.59 | 29.59 | NA | NA | … | … | 29.59 | 8.60 | 22.43 | 3.10 | 14.14 | 14.29 | 9.99 | 6.94 | 11.08 | 21.62 | 17.90 | 18.77 | 53.52 | 10.12 | 13.75 | 6.74 | 19.43 | 10.03 | 37.36 | 36.37 | 45.96 | 19.51 | 30.75 | 19.48 | 13.77 |
| Yield(%) | 0.00 | 11.90 | 11.14 | 8.87 | 12.06 | 10.82 | 4.77 | … | … | 0.00 | 13.24 | 12.85 | 10.18 | 1.04 | 9.71 | 17.90 | 10.13 | 0.55 | 0.00 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.00 | 6.36 | 3.49 | 2.52 | 0.21 |
Data as of 06/01/2020, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAPX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS B) |
-30.51%
Feb 2000 – Feb 2003 |
-14.46%
Mar 2000 – Mar 2005 |
-3.84%
Feb 2000 – Feb 2010 |
2.21%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAPX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS B) |
45.06%
Mar 1997 – Mar 2000 |
23.97%
Feb 2009 – Feb 2014 |
17.05%
Feb 2009 – Feb 2019 |
12.53%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart