Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACATX (ALGER CAPITAL APPRECIATION FUND CLASS T) | 0.11% | 5.72% | 4.12% | 0.10% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACATX (ALGER CAPITAL APPRECIATION FUND CLASS T) | 03/13/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 5.72 | 4.12 | 0.10 | NA | NA | NA | … | … | 0.11 | 8.22 | 1.14 | 4.83 | -11.69 | -1.12 | 3.91 | 2.52 |
| Sharpe Ratio | NA | 0.92 | 0.22 | -0.38 | NA | NA | NA | … | … | -0.40 | 1.06 | -0.40 | 0.15 | -1.71 | -0.61 | 1.83 | 0.96 |
| Standard Deviation(%) | NA | 4.47 | 6.11 | 6.32 | NA | NA | NA | … | … | 4.79 | 5.08 | 6.18 | 8.07 | 7.69 | 1.88 | 1.99 | 1.79 |
| Draw Down(%) | NA | 3.16 | 7.42 | 17.47 | NA | NA | NA | … | … | 3.16 | 3.19 | 4.46 | 8.62 | 15.82 | 1.91 | 1.75 | 0.89 |
| Yield(%) | 0.00 | 3.56 | 3.56 | 2.69 | 1.72 | 1.15 | 0.86 | … | … | 1.26 | 3.82 | 3.59 | 3.36 | 2.21 | 1.92 | 2.44 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACATX (ALGER CAPITAL APPRECIATION FUND CLASS T) |
-5.69%
Oct 2020 – Oct 2023 |
-1.38%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACATX (ALGER CAPITAL APPRECIATION FUND CLASS T) |
5.54%
Oct 2022 – Oct 2025 |
0.56%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart