Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACAYX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS Y) | 10.27% | 36.60% | 36.06% | 17.32% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACAYX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS Y) | 03/01/2017 | 06/05/2026 |
| 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 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.89 | 36.60 | 36.06 | 17.32 | NA | NA | NA | … | … | 10.27 | 32.26 | 49.99 | 43.39 | -36.58 | 18.80 | 42.01 | 33.67 | -0.38 | 18.92 |
| Sharpe Ratio | NA | 2.11 | 1.52 | 0.58 | NA | NA | NA | … | … | 1.75 | 1.00 | 2.25 | 2.32 | -1.12 | 0.59 | 1.18 | 2.14 | -0.08 | 2.31 |
| Standard Deviation(%) | NA | 21.14 | 23.56 | 27.59 | NA | NA | NA | … | … | 23.42 | 29.53 | 20.60 | 17.30 | 34.07 | 31.64 | 35.21 | 15.02 | 21.64 | 9.64 |
| Draw Down(%) | NA | 18.50 | 27.75 | 46.37 | NA | NA | NA | … | … | 16.38 | 27.75 | 14.74 | 11.33 | 38.27 | 17.83 | 29.58 | 8.51 | 22.12 | 3.06 |
| Yield(%) | 0.00 | 7.71 | 12.60 | 9.35 | 12.82 | 8.55 | 6.41 | … | … | 0.00 | 8.17 | 16.91 | 10.40 | 2.29 | 19.03 | 19.52 | 12.36 | 10.75 | 7.49 |
Data as of 06/05/2026, Common starting date 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) |
41.69%
Dec 2022 – Dec 2025 |
20.34%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart