Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGOZX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS Z) | 12.35% | 32.08% | 13.67% | -2.79% | 9.67% | 9.31% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGOZX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS Z) | 12/30/2010 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.53 | 32.08 | 13.67 | -2.79 | 9.67 | 9.31 | NA | … | … | 12.35 | 10.00 | 14.02 | 10.29 | -37.42 | -19.44 | 53.78 | 24.52 | 14.52 | 29.28 | 8.48 | 2.28 | 2.32 | 38.91 | 14.45 | -4.47 | -0.44 |
| Sharpe Ratio | NA | 1.28 | 0.41 | -0.21 | 0.31 | NA | NA | … | … | 0.85 | 0.25 | 0.32 | 0.28 | -1.05 | -0.71 | 1.52 | 1.12 | 0.55 | 2.13 | 0.42 | 0.13 | 0.13 | 2.64 | 0.83 | -0.14 | NA |
| Standard Deviation(%) | NA | 25.74 | 25.62 | 27.86 | 26.24 | NA | NA | … | … | 29.58 | 28.85 | 22.97 | 21.77 | 37.16 | 27.25 | 35.10 | 20.73 | 24.23 | 13.52 | 19.61 | 16.99 | 17.09 | 14.72 | 17.47 | 31.19 | 0.00 |
| Draw Down(%) | NA | 19.80 | 31.83 | 55.31 | 59.84 | NA | NA | … | … | 19.80 | 29.14 | 12.74 | 21.93 | 41.11 | 34.21 | 32.14 | 13.33 | 29.47 | 5.31 | 20.98 | 14.55 | 15.87 | 5.40 | 12.30 | 30.23 | 0.44 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.16 | 2.37 | 4.41 | 3.46 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.56 | 0.00 | 3.25 | 0.94 | 1.18 | 0.00 | 0.00 | 8.47 | 19.21 | 13.79 | 7.70 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| AGOZX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS Z) |
-17.36%
Jan 2021 – Jan 2024 |
-6.84%
Mar 2021 – Mar 2026 |
4.91%
Oct 2013 – Oct 2023 |
7.62%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGOZX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS Z) |
30.12%
Feb 2016 – Feb 2019 |
29.96%
Feb 2016 – Feb 2021 |
19.08%
Sep 2011 – Sep 2021 |
8.99%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart