Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACARX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS R) | 12.66% | 27.34% | 30.48% | 16.07% | 15.49% | 16.59% | 13.56% | 14.14% |
Data as of 07/03/2025, AR inception is 01/29/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACARX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS R) | 01/29/2003 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 27.34 | 30.48 | 16.07 | 15.49 | 16.59 | 13.56 | 14.14 | 12.66 | 26.94 | 28.49 | -39.98 | -5.65 | 17.20 | 32.49 | -1.26 | 30.58 | -0.04 | 5.84 | 13.10 | 34.40 | 17.63 | -1.40 | 13.08 | 48.32 | -44.18 | 30.96 | 17.63 | 14.19 | 7.45 | 30.86 |
| Sharpe Ratio | NA | 0.79 | 1.14 | 0.51 | 0.56 | NA | NA | 0.57 | 0.65 | 0.76 | 1.20 | -1.22 | -0.19 | 0.43 | 2.07 | -0.12 | 3.25 | -0.02 | 0.35 | 0.93 | 2.80 | 1.26 | -0.06 | 0.69 | 1.93 | -1.22 | 1.65 | 1.02 | 1.04 | 0.37 | 1.72 |
| Standard Deviation(%) | NA | 30.58 | 24.29 | 28.66 | 25.08 | NA | NA | 22.32 | 36.68 | 26.63 | 20.40 | 33.90 | 29.50 | 39.44 | 15.03 | 21.64 | 9.25 | 14.47 | 16.40 | 14.02 | 12.29 | 14.08 | 24.76 | 18.79 | 25.01 | 36.90 | 17.07 | 14.16 | 11.60 | 17.77 | 19.27 |
| Draw Down(%) | NA | 27.81 | 27.81 | 49.20 | 49.20 | NA | NA | 53.98 | 27.81 | 18.68 | 11.54 | 41.54 | 27.50 | 29.62 | 8.58 | 22.29 | 3.08 | 13.95 | 14.08 | 9.87 | 6.86 | 10.97 | 21.62 | 17.58 | 18.37 | 52.77 | 10.05 | 13.47 | 6.49 | 18.85 | 6.38 |
| Yield(%) | 0.00 | 17.19 | 14.13 | 13.84 | 13.59 | 18.73 | 17.83 | 23.42 | 0.00 | 23.01 | 13.66 | 2.95 | 23.26 | 22.95 | 14.17 | 12.04 | 9.05 | 0.82 | 8.25 | 13.38 | 15.69 | 5.42 | 3.77 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 01/29/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACARX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS R) |
-9.23%
Feb 2006 - Feb 2009 |
-1.64%
Feb 2004 - Feb 2009 |
8.17%
Oct 2007 - Oct 2017 |
7.87%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACARX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS R) |
31.76%
Jun 2022 - Jun 2025 |
24.42%
Feb 2009 - Feb 2014 |
18.74%
Sep 2011 - Sep 2021 |
16.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart