Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALBAX (ALGER GROWTH & INCOME FUND ALGER GROWTH & INCOME FUND CLASS A) | 13.35% | 34.67% | 22.89% | 14.33% | 14.97% | 13.69% | 11.13% | … | … |
Data as of 06/03/2026, Common starting date is 06/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALBAX (ALGER GROWTH & INCOME FUND ALGER GROWTH & INCOME FUND CLASS A) | 06/26/1997 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 34.67 | 22.89 | 14.33 | 14.97 | 13.69 | 11.13 | … | … | 13.35 | 20.15 | 21.81 | 23.01 | -14.12 | 26.48 | 13.66 | 28.92 | -4.72 | 20.66 | 10.22 | 1.24 | 12.27 | 29.30 | 11.78 | 4.83 | 9.57 | 28.45 | -31.44 | 12.34 | 4.37 | 8.03 | 4.60 | 22.36 | -16.78 | -2.70 | -4.36 | 26.61 | 33.43 | 7.31 |
| Sharpe Ratio | NA | 2.78 | 1.44 | 0.76 | 0.77 | NA | NA | … | … | 2.45 | 1.00 | 1.53 | 1.64 | -0.73 | 2.11 | 0.38 | 2.35 | -0.38 | 3.04 | 0.78 | 0.08 | 1.12 | 2.80 | 1.08 | 0.24 | 1.04 | 2.17 | -1.37 | 0.92 | 0.10 | 0.71 | 0.36 | 1.92 | -1.29 | -0.43 | -0.49 | 1.53 | 1.86 | 0.66 |
| Standard Deviation(%) | NA | 12.02 | 13.95 | 15.49 | 17.30 | NA | NA | … | … | 13.62 | 17.35 | 11.93 | 11.94 | 21.45 | 12.52 | 34.72 | 11.68 | 16.18 | 6.60 | 12.83 | 15.01 | 10.94 | 10.46 | 10.91 | 20.24 | 9.11 | 13.06 | 23.55 | 10.02 | 9.40 | 8.14 | 10.05 | 11.29 | 13.86 | 12.06 | 17.51 | 15.21 | 16.10 | 16.62 |
| Draw Down(%) | NA | 7.86 | 17.47 | 23.25 | 34.26 | NA | NA | … | … | 7.86 | 17.47 | 7.73 | 8.24 | 22.06 | 5.66 | 34.26 | 6.50 | 17.40 | 2.52 | 10.41 | 12.19 | 7.63 | 5.70 | 8.67 | 15.53 | 9.14 | 12.08 | 38.96 | 5.96 | 9.90 | 4.81 | 11.21 | 6.33 | 20.40 | 16.24 | 15.94 | 8.60 | 18.32 | 9.16 |
| Yield(%) | 0.00 | 1.07 | 1.44 | 1.32 | 3.29 | 4.57 | 4.22 | … | … | 0.17 | 1.09 | 1.30 | 1.56 | 1.05 | 1.08 | 1.34 | 6.13 | 5.99 | 3.20 | 1.71 | 4.66 | 5.44 | 1.99 | 2.06 | 1.05 | 2.42 | 2.51 | 1.72 | 1.53 | 1.43 | 1.11 | 1.14 | 1.06 | 1.68 | 2.25 | 1.06 | 9.60 | 7.60 | 14.41 |
Data as of 06/03/2026, Common starting date is 06/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALBAX (ALGER GROWTH & INCOME FUND ALGER GROWTH & INCOME FUND CLASS A) |
-10.47%
Mar 2000 – Mar 2003 |
-3.67%
Feb 2004 – Feb 2009 |
-0.18%
Feb 1999 – Feb 2009 |
4.15%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALBAX (ALGER GROWTH & INCOME FUND ALGER GROWTH & INCOME FUND CLASS A) |
23.88%
Sep 2022 – Sep 2025 |
17.90%
Feb 2009 – Feb 2014 |
15.01%
May 2016 – May 2026 |
13.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart