Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACAYX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS Y) | 16.05% | 37.55% | 32.91% | 16.94% | NA | NA | NA | 19.75% |
Data as of 07/18/2025, AR inception is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACAYX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS Y) | 03/01/2017 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.95 | 37.55 | 32.91 | 16.94 | NA | NA | NA | 19.75 | 16.05 | 33.99 | 32.95 | -38.76 | -0.52 | 21.83 | 33.67 | -0.38 | 18.92 |
| Sharpe Ratio | NA | 1.14 | 1.20 | 0.56 | NA | NA | NA | 0.66 | 0.81 | 1.14 | 1.51 | -1.19 | -0.02 | 0.56 | 2.15 | -0.08 | 2.31 |
| Standard Deviation(%) | NA | 30.28 | 24.61 | 27.51 | NA | NA | NA | 25.80 | 35.40 | 23.99 | 19.19 | 33.87 | 26.19 | 38.13 | 15.02 | 21.64 | 9.64 |
| Draw Down(%) | NA | 27.75 | 27.75 | 46.37 | NA | NA | NA | 46.37 | 27.75 | 14.86 | 11.33 | 40.39 | 24.13 | 29.58 | 8.51 | 22.12 | 3.06 |
| Yield(%) | 0.00 | 13.13 | 10.95 | 11.39 | 11.52 | 7.68 | 5.76 | 14.40 | 0.00 | 16.91 | 10.40 | 2.29 | 19.03 | 19.52 | 12.36 | 10.75 | 7.49 |
Data as of 07/18/2025, AR inception is 03/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAYX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS Y) |
0.92%
Sep 2020 - Sep 2023 |
7.34%
Dec 2017 - Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAYX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS Y) |
32.89%
Jun 2022 - Jun 2025 |
18.82%
Nov 2019 - Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart