Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACAZX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS Z) | 12.98% | 28.40% | 31.62% | 16.99% | 16.38% | NA | NA | 16.85% |
Data as of 07/03/2025, AR inception is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACAZX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS Z) | 12/30/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 28.40 | 31.62 | 16.99 | 16.38 | NA | NA | 16.85 | 12.98 | 34.82 | 34.47 | -39.01 | -3.62 | 23.48 | 33.63 | -0.61 | 31.78 | 0.66 | 6.70 | 13.91 | 35.47 | 18.27 | -0.69 | -0.14 |
| Sharpe Ratio | NA | 0.82 | 1.19 | 0.55 | 0.60 | NA | NA | 0.68 | 0.67 | 1.19 | 1.63 | -1.20 | -0.13 | 0.62 | 2.14 | -0.09 | 3.35 | 0.03 | 0.40 | 0.97 | 2.82 | 1.30 | -0.03 | NA |
| Standard Deviation(%) | NA | 30.57 | 24.30 | 28.13 | 24.79 | NA | NA | 22.58 | 36.68 | 23.75 | 18.70 | 33.69 | 28.27 | 37.59 | 15.03 | 21.69 | 9.33 | 14.67 | 16.50 | 14.28 | 12.56 | 14.14 | 24.63 | 0.00 |
| Draw Down(%) | NA | 27.72 | 27.72 | 47.92 | 47.92 | NA | NA | 47.92 | 27.72 | 14.71 | 11.32 | 40.62 | 26.27 | 29.51 | 8.52 | 22.22 | 3.03 | 14.06 | 14.09 | 9.88 | 6.80 | 10.92 | 21.19 | 0.14 |
| Yield(%) | 0.00 | 12.05 | 10.36 | 11.78 | 12.49 | 15.08 | 11.31 | 16.15 | 0.00 | 16.19 | 9.02 | 2.50 | 21.75 | 18.13 | 9.75 | 9.91 | 8.07 | 0.83 | 8.04 | 15.41 | 8.91 | 1.65 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 12/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAZX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS Z) |
0.87%
Sep 2020 - Sep 2023 |
7.24%
Dec 2017 - Dec 2022 |
11.63%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAZX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS Z) |
32.88%
Jun 2022 - Jun 2025 |
24.67%
Oct 2016 - Oct 2021 |
19.59%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart