Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFOZX (Alger Funds Mid Cap Focus Fd Cl Z) | 10.75% | 27.73% | 23.64% | 5.52% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/17/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFOZX (Alger Funds Mid Cap Focus Fd Cl Z) | 06/17/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.44 | 27.73 | 23.64 | 5.52 | NA | NA | NA | … | … | 10.75 | 17.54 | 31.90 | 16.89 | -37.16 | 10.42 | 84.87 | 2.99 |
| Sharpe Ratio | NA | 1.30 | 0.87 | 0.10 | NA | NA | NA | … | … | 0.85 | 0.54 | 1.34 | 0.72 | -1.13 | 0.38 | 2.60 | 0.26 |
| Standard Deviation(%) | NA | 22.15 | 23.40 | 25.45 | NA | NA | NA | … | … | 24.62 | 27.57 | 21.09 | 18.63 | 34.15 | 27.32 | 32.32 | 16.26 |
| Draw Down(%) | NA | 16.42 | 29.63 | 48.39 | NA | NA | NA | … | … | 16.42 | 29.34 | 12.70 | 14.59 | 39.95 | 23.09 | 27.97 | 10.62 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.10 | 2.32 | 1.54 | 1.16 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.18 | 2.49 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/17/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFOZX (Alger Funds Mid Cap Focus Fd Cl Z) |
-7.82%
Oct 2021 – Oct 2024 |
1.76%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFOZX (Alger Funds Mid Cap Focus Fd Cl Z) |
24.04%
May 2023 – May 2026 |
15.94%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart