Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALBCX (ALGER GROWTH & INCOME FUND ALGER GROWTH & INCOME FUND CLASS C) | 13.15% | 33.64% | 22.03% | 13.31% | 14.07% | 12.92% | 10.30% | … | … |
Data as of 06/04/2026, Common starting date is 08/11/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALBCX (ALGER GROWTH & INCOME FUND ALGER GROWTH & INCOME FUND CLASS C) | 08/11/1997 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 33.64 | 22.03 | 13.31 | 14.07 | 12.92 | 10.30 | … | … | 13.15 | 19.26 | 20.90 | 22.09 | -14.75 | 25.45 | 12.78 | 27.95 | -5.44 | 19.74 | 9.40 | 0.48 | 11.43 | 28.31 | 10.93 | 4.06 | 8.78 | 27.46 | -31.94 | 11.48 | 3.59 | 7.24 | 3.75 | 21.57 | -17.63 | -3.37 | -5.10 | 25.61 | 32.52 | -0.23 |
| Sharpe Ratio | NA | 2.70 | 1.38 | 0.71 | 0.72 | NA | NA | … | … | 2.38 | 0.95 | 1.46 | 1.56 | -0.76 | 2.03 | 0.36 | 2.27 | -0.42 | 2.89 | 0.72 | 0.03 | 1.04 | 2.70 | 1.01 | 0.20 | 0.96 | 2.08 | -1.39 | 0.83 | 0.02 | 0.61 | 0.28 | 1.85 | -1.35 | -0.49 | -0.53 | 1.46 | 1.80 | -0.24 |
| Standard Deviation(%) | NA | 12.01 | 13.91 | 15.48 | 17.29 | NA | NA | … | … | 13.62 | 17.34 | 11.82 | 11.93 | 21.46 | 12.55 | 34.71 | 11.68 | 16.16 | 6.62 | 12.82 | 15.01 | 10.93 | 10.46 | 10.90 | 20.24 | 9.06 | 13.18 | 23.55 | 10.02 | 9.40 | 8.19 | 10.05 | 11.27 | 13.90 | 12.09 | 17.52 | 15.20 | 16.14 | 17.99 |
| Draw Down(%) | NA | 7.96 | 17.56 | 23.78 | 34.30 | NA | NA | … | … | 7.96 | 17.56 | 7.76 | 8.41 | 22.52 | 5.73 | 34.30 | 6.57 | 17.58 | 2.58 | 10.48 | 12.25 | 7.68 | 5.75 | 8.81 | 15.57 | 9.22 | 12.25 | 39.36 | 6.02 | 10.26 | 4.89 | 11.58 | 6.42 | 20.71 | 16.48 | 16.39 | 8.66 | 18.47 | 9.21 |
| Yield(%) | 0.00 | 0.29 | 0.53 | 0.47 | 2.09 | 3.13 | 2.83 | … | … | 0.02 | 0.33 | 0.48 | 0.77 | 0.43 | 0.25 | 0.61 | 5.35 | 5.27 | 2.39 | 0.98 | 4.02 | 4.80 | 1.23 | 1.34 | 0.00 | 1.62 | 1.66 | 1.03 | 0.69 | 0.61 | 0.27 | 0.25 | 0.19 | 0.77 | 1.31 | 0.84 | 9.10 | 7.17 | 13.16 |
Data as of 06/04/2026, Common starting date is 08/11/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALBCX (ALGER GROWTH & INCOME FUND ALGER GROWTH & INCOME FUND CLASS C) |
-11.20%
Mar 2000 – Mar 2003 |
-4.39%
Feb 2004 – Feb 2009 |
-0.95%
Feb 1999 – Feb 2009 |
3.35%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALBCX (ALGER GROWTH & INCOME FUND ALGER GROWTH & INCOME FUND CLASS C) |
22.96%
Sep 2022 – Sep 2025 |
17.02%
Feb 2009 – Feb 2014 |
14.14%
May 2016 – May 2026 |
12.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart