Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AISZX (ALGER SMALLCAP GROWTH INSTITUTIONAL FUND ALGER SMALLCAP GROWTH INSTITUTIONAL FUND CLASS Z-2) | 9.61% | 28.04% | 10.64% | -3.09% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AISZX (ALGER SMALLCAP GROWTH INSTITUTIONAL FUND ALGER SMALLCAP GROWTH INSTITUTIONAL FUND CLASS Z-2) | 08/05/2016 | 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 (%) | 1.22 | 28.04 | 10.64 | -3.09 | NA | NA | NA | … | … | 9.61 | 5.24 | 8.20 | 15.23 | -37.94 | -4.15 | 65.40 | 30.35 | 0.43 | 28.81 | 4.90 |
| Sharpe Ratio | NA | 1.08 | 0.33 | -0.20 | NA | NA | NA | … | … | 0.67 | 0.09 | 0.23 | 0.62 | -1.12 | -0.10 | 1.89 | 1.50 | -0.04 | 2.30 | 0.79 |
| Standard Deviation(%) | NA | 24.54 | 23.19 | 29.30 | NA | NA | NA | … | … | 28.52 | 26.79 | 19.86 | 18.72 | 35.38 | 39.95 | 34.38 | 19.26 | 23.97 | 12.32 | 15.52 |
| Draw Down(%) | NA | 21.16 | 34.03 | 53.10 | NA | NA | NA | … | … | 21.16 | 31.08 | 11.41 | 17.67 | 39.45 | 22.82 | 31.52 | 10.57 | 30.02 | 4.47 | 10.04 |
| Yield(%) | 0.00 | 3.07 | 1.45 | 4.01 | 9.55 | 6.37 | 4.77 | … | … | 0.00 | 2.75 | 1.05 | 0.00 | 0.00 | 18.11 | 8.05 | 22.35 | 13.39 | 3.53 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AISZX (ALGER SMALLCAP GROWTH INSTITUTIONAL FUND ALGER SMALLCAP GROWTH INSTITUTIONAL FUND CLASS Z-2) |
-14.21%
Apr 2021 – Apr 2024 |
-7.09%
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 |
|---|---|---|---|---|
| AISZX (ALGER SMALLCAP GROWTH INSTITUTIONAL FUND ALGER SMALLCAP GROWTH INSTITUTIONAL FUND CLASS Z-2) |
31.90%
Feb 2018 – Feb 2021 |
26.80%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart