Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACAZX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS Z) | 8.99% | 34.20% | 35.30% | 16.87% | 19.35% | 17.17% | NA | … | … |
Data as of 06/05/2026, Common starting date 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 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.04 | 34.20 | 35.30 | 16.87 | 19.35 | 17.17 | NA | … | … | 8.99 | 31.33 | 50.14 | 43.53 | -36.63 | 18.48 | 42.23 | 33.63 | -0.61 | 31.78 | 0.66 | 6.70 | 13.91 | 35.47 | 18.27 | -0.69 | -0.14 |
| Sharpe Ratio | NA | 2.02 | 1.49 | 0.55 | 0.74 | NA | NA | … | … | 1.63 | 0.97 | 2.26 | 2.33 | -1.15 | 0.53 | 1.19 | 2.14 | -0.09 | 3.35 | 0.03 | 0.40 | 0.97 | 2.82 | 1.30 | -0.03 | NA |
| Standard Deviation(%) | NA | 20.90 | 23.48 | 28.13 | 24.98 | NA | NA | … | … | 23.12 | 29.46 | 20.62 | 17.26 | 33.14 | 35.01 | 35.11 | 15.03 | 21.69 | 9.33 | 14.67 | 16.50 | 14.28 | 12.56 | 14.14 | 24.63 | 0.00 |
| Draw Down(%) | NA | 18.97 | 27.72 | 47.92 | 47.92 | NA | NA | … | … | 16.38 | 27.72 | 14.71 | 11.32 | 38.31 | 20.14 | 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 | 9.98 | 13.29 | 9.99 | 14.83 | 16.22 | 12.66 | … | … | 0.00 | 10.56 | 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 06/05/2026, Common starting date 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 |
15.44%
Mar 2011 – Mar 2026 |
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) |
41.47%
Sep 2022 – Sep 2025 |
24.67%
Oct 2016 – Oct 2021 |
20.04%
May 2016 – May 2026 |
17.22%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart