Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALAFX (ALGER CAPITAL APPRECIATION FOCUS FUND ALGER CAPITAL APPRECIATION FOCUS FUND CLASS A) | 15.62% | 48.36% | 41.01% | 20.50% | 22.08% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALAFX (ALGER CAPITAL APPRECIATION FOCUS FUND ALGER CAPITAL APPRECIATION FOCUS FUND CLASS A) | 01/02/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | 48.36 | 41.01 | 20.50 | 22.08 | NA | NA | … | … | 15.62 | 39.65 | 51.72 | 44.15 | -35.96 | 20.00 | 45.73 | 33.84 | 1.29 | 33.76 | 1.04 | 6.90 | 13.84 | 32.14 |
| Sharpe Ratio | NA | 2.35 | 1.66 | 0.68 | 0.86 | NA | NA | … | … | 1.84 | 1.25 | 2.35 | 2.40 | -1.15 | 0.74 | 1.28 | 2.12 | 0.00 | 3.49 | 0.05 | 0.42 | 0.99 | 2.66 |
| Standard Deviation(%) | NA | 21.33 | 23.44 | 26.12 | 23.96 | NA | NA | … | … | 23.41 | 29.51 | 20.44 | 17.04 | 32.65 | 26.91 | 35.32 | 15.24 | 21.94 | 9.54 | 15.05 | 16.36 | 14.00 | 12.11 |
| Draw Down(%) | NA | 17.58 | 26.96 | 43.65 | 43.65 | NA | NA | … | … | 16.12 | 26.96 | 14.25 | 11.87 | 37.83 | 14.38 | 29.39 | 8.89 | 22.29 | 3.32 | 14.42 | 14.38 | 9.86 | 6.41 |
| Yield(%) | 0.00 | 9.40 | 5.95 | 5.60 | 9.79 | 10.34 | 7.76 | … | … | 0.00 | 10.14 | 0.00 | 0.14 | 0.04 | 14.99 | 8.48 | 2.61 | 5.13 | 5.01 | 0.00 | 1.18 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALAFX (ALGER CAPITAL APPRECIATION FOCUS FUND ALGER CAPITAL APPRECIATION FOCUS FUND CLASS A) |
1.88%
Sep 2020 – Sep 2023 |
8.71%
Dec 2017 – Dec 2022 |
12.65%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALAFX (ALGER CAPITAL APPRECIATION FOCUS FUND ALGER CAPITAL APPRECIATION FOCUS FUND CLASS A) |
45.09%
Dec 2022 – Dec 2025 |
26.43%
Oct 2016 – Oct 2021 |
22.18%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart