Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AIGOX (ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2) | 8.72% | 16.82% | 14.06% | 12.66% | 11.32% | 12.50% | 8.91% | 3.37% |
Data as of 07/24/2025, AR inception is 01/02/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIGOX (ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2) | 01/02/1980 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 16.82 | 14.06 | 12.66 | 11.32 | 12.50 | 8.91 | 3.37 | 8.72 | 22.25 | 20.28 | -20.61 | 22.71 | 14.39 | 29.47 | -4.61 | 21.32 | 10.24 | 0.98 | 12.52 | 29.92 | 12.34 | 4.78 | 10.69 | 32.18 | -39.47 | 10.13 | 9.31 | 3.44 | 7.82 | 29.84 | -31.50 | -19.99 | -24.54 | 33.99 | 19.38 | 30.52 | -52.67 | 33.76 | -13.13 | 9.91 | 6.50 | 22.59 | -0.65 | 7.40 | -22.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.52 | 0.65 | 0.58 | 0.52 | NA | NA | 0.02 | 0.50 | 1.26 | 1.26 | -0.90 | 1.64 | 0.41 | 2.40 | -0.37 | 3.08 | 0.79 | 0.06 | 1.13 | 2.80 | 1.13 | 0.23 | 0.62 | 1.30 | -1.05 | 0.48 | 0.47 | 0.12 | 0.54 | 1.65 | -1.28 | -1.00 | -0.75 | 1.10 | 0.67 | 1.34 | -0.60 | 2.00 | -1.08 | 0.56 | 0.41 | 1.57 | -0.44 | 2.11 | -1.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 18.90 | 17.32 | 17.30 | 18.23 | NA | NA | 22.19 | 22.24 | 12.40 | 12.79 | 24.42 | 13.87 | 34.48 | 11.69 | 16.21 | 6.75 | 12.76 | 15.28 | 11.06 | 10.66 | 10.95 | 21.06 | 17.00 | 24.77 | 38.38 | 14.80 | 12.81 | 10.38 | 12.76 | 17.67 | 25.55 | 22.74 | 38.28 | 27.92 | 24.04 | 20.05 | 93.23 | 14.97 | 14.93 | 13.87 | 9.92 | 11.95 | 13.52 | 0.80 | 26.05 | NA | NA | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 18.26 | 18.26 | 27.16 | 34.17 | NA | NA | 70.35 | 18.26 | 8.08 | 8.72 | 23.30 | 9.21 | 34.17 | 6.54 | 17.30 | 2.50 | 10.40 | 12.46 | 7.88 | 5.76 | 8.40 | 17.70 | 17.55 | 23.73 | 49.72 | 9.18 | 13.13 | 7.06 | 11.80 | 13.41 | 37.57 | 34.65 | 38.51 | 20.45 | 22.85 | 12.05 | 63.78 | 10.78 | 21.86 | 7.69 | 11.11 | 7.29 | 17.98 | 0.20 | 23.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.37 | 1.45 | 1.64 | 3.94 | 5.68 | 4.06 | 1.46 | 0.68 | 1.09 | 1.55 | 1.25 | 1.35 | 1.37 | 12.65 | 7.38 | 1.68 | 1.90 | 1.71 | 2.32 | 2.23 | 3.55 | 0.00 | 0.00 | 2.69 | 1.79 | 0.83 | 1.25 | 1.09 | 0.53 | 0.35 | 0.00 | 0.34 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/24/2025, AR inception is 01/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIGOX (ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2) |
-28.53%
Mar 2000 - Mar 2003 |
-12.47%
Mar 2000 - Mar 2005 |
-6.95%
Feb 1999 - Feb 2009 |
-5.41%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIGOX (ALGER GROWTH & INCOME PORTFOLIO ALGER GROWTH & INCOME PORTFOLIO CLASS I-2) |
31.13%
Mar 1997 - Mar 2000 |
21.46%
Feb 2009 - Feb 2014 |
15.33%
Feb 2009 - Feb 2019 |
13.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart