Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACIZX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS Z-) | 15.90% | 43.07% | 38.32% | 18.50% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/17/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACIZX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS Z-) | 10/17/2016 | 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 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 43.07 | 38.32 | 18.50 | NA | NA | NA | … | … | 15.90 | 32.21 | 49.94 | 43.41 | -36.67 | 18.75 | 41.95 | 33.55 | -0.51 | 31.54 | -0.56 |
| Sharpe Ratio | NA | 2.11 | 1.52 | 0.58 | NA | NA | NA | … | … | 1.75 | 1.00 | 2.25 | 2.32 | -1.15 | 0.59 | 1.18 | 2.14 | -0.09 | 3.35 | -0.27 |
| Standard Deviation(%) | NA | 21.16 | 23.56 | 27.38 | NA | NA | NA | … | … | 23.45 | 29.53 | 20.60 | 17.28 | 33.18 | 31.69 | 35.22 | 15.01 | 21.62 | 9.27 | 11.11 |
| Draw Down(%) | NA | 18.52 | 27.73 | 46.45 | NA | NA | NA | … | … | 16.39 | 27.73 | 14.75 | 11.36 | 38.33 | 17.86 | 29.57 | 8.52 | 22.12 | 3.06 | 4.79 |
| Yield(%) | 0.00 | 7.73 | 12.66 | 9.40 | 14.09 | 9.39 | 7.05 | … | … | 0.00 | 8.22 | 17.00 | 10.44 | 2.30 | 19.07 | 19.55 | 12.36 | 10.75 | 8.20 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/17/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACIZX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS Z-) |
0.85%
Sep 2020 – Sep 2023 |
7.24%
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 |
|---|---|---|---|---|
| ACIZX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS Z-) |
41.66%
Dec 2022 – Dec 2025 |
24.23%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart