Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ALAFX (ALGER CAPITAL APPRECIATION FOCUS FUND ALGER CAPITAL APPRECIATION FOCUS FUND CLASS A) | 7.55% | 33.17% | 26.21% | 18.55% | 16.90% | NA | NA | 18.62% |
Data as of 06/02/2025, AR inception 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 | 06/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 33.17 | 26.21 | 18.55 | 16.90 | NA | NA | 18.62 | 7.55 | 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 | 0.96 | 0.94 | 0.63 | 0.65 | NA | NA | 0.76 | 0.33 | 2.37 | 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 | 30.20 | 24.76 | 26.21 | 23.69 | NA | NA | 22.03 | 39.51 | 20.31 | 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 | 26.96 | 26.96 | 43.65 | 43.65 | NA | NA | 43.65 | 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 | 0.00 | 0.06 | 5.16 | 6.24 | 6.77 | 5.08 | 8.46 | 0.00 | 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 06/02/2025, AR inception 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) |
32.77%
Dec 2018 - Dec 2021 |
26.43%
Oct 2016 - Oct 2021 |
17.60%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart