Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGIFX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS I) | 7.94% | 28.80% | 23.02% | 12.47% | 16.44% | 14.15% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGIFX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS I) | 09/26/2008 | 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.57 | 28.80 | 23.02 | 12.47 | 16.44 | 14.15 | NA | … | … | 7.94 | 22.10 | 25.88 | 36.74 | -30.79 | 24.12 | 35.72 | 33.98 | -1.64 | 27.55 | 2.00 | 2.59 | 4.80 | 34.67 | 14.71 | -5.08 | 9.57 | 39.23 | -27.03 |
| Sharpe Ratio | NA | 1.51 | 1.00 | 0.46 | 0.70 | NA | NA | … | … | 0.86 | 0.79 | 1.29 | 2.13 | -1.07 | 1.46 | 1.00 | 2.23 | -0.14 | 3.21 | 0.14 | 0.17 | 0.37 | 2.97 | 1.09 | -0.22 | 0.50 | 1.56 | -1.16 |
| Standard Deviation(%) | NA | 17.32 | 19.69 | 21.71 | 21.28 | NA | NA | … | … | 19.75 | 24.49 | 17.23 | 15.68 | 30.35 | 16.46 | 35.21 | 14.57 | 20.90 | 8.41 | 12.89 | 15.39 | 13.03 | 11.65 | 13.52 | 22.86 | 19.10 | 25.06 | 60.55 |
| Draw Down(%) | NA | 14.28 | 24.93 | 36.29 | 36.29 | NA | NA | … | … | 13.26 | 24.93 | 12.73 | 10.29 | 34.99 | 8.43 | 30.37 | 8.30 | 23.12 | 2.84 | 11.89 | 13.36 | 9.48 | 5.27 | 10.04 | 20.57 | 16.08 | 22.74 | 38.87 |
| Yield(%) | 0.00 | 9.42 | 7.25 | 5.74 | 9.81 | 10.37 | 8.50 | … | … | 0.00 | 9.60 | 5.45 | 3.90 | 0.56 | 9.80 | 9.04 | 9.38 | 6.42 | 17.00 | 4.08 | 1.39 | 2.89 | 4.67 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGIFX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS I) |
3.12%
Dec 2013 – Dec 2016 |
6.59%
Dec 2013 – Dec 2018 |
9.61%
Mar 2010 – Mar 2020 |
11.44%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGIFX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS I) |
31.17%
Dec 2018 – Dec 2021 |
23.56%
Oct 2016 – Oct 2021 |
16.98%
Sep 2011 – Sep 2021 |
15.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart