Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALCCX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS C) | 13.97% | 38.42% | 35.79% | 16.74% | 18.62% | 16.27% | 14.13% | … | … |
Data as of 06/04/2026, Common starting date is 08/11/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALCCX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION 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 (%) | 0.35 | 38.42 | 35.79 | 16.74 | 18.62 | 16.27 | 14.13 | … | … | 13.97 | 29.32 | 48.48 | 41.79 | -37.39 | 17.69 | 40.76 | 32.19 | -1.66 | 30.42 | -0.52 | 5.63 | 12.78 | 34.08 | 16.90 | -1.77 | 12.31 | 48.71 | -44.85 | 31.01 | 17.89 | 14.16 | 6.68 | 34.29 | -35.76 | -18.67 | -28.35 | 73.04 | 29.42 | -8.67 |
| Sharpe Ratio | NA | 1.91 | 1.42 | 0.43 | 0.62 | NA | NA | … | … | 1.56 | 0.90 | 2.17 | 2.23 | -1.18 | 0.34 | 1.14 | 2.04 | -0.14 | 3.20 | -0.05 | 0.34 | 0.90 | 2.71 | 1.20 | -0.07 | 0.65 | 1.92 | -1.22 | 1.62 | 1.01 | 1.01 | 0.32 | 1.65 | -1.43 | -0.80 | -0.75 | 2.15 | 1.01 | -0.80 |
| Standard Deviation(%) | NA | 20.96 | 23.52 | 32.76 | 27.66 | NA | NA | … | … | 23.16 | 29.49 | 20.68 | 17.24 | 33.11 | 51.28 | 35.22 | 15.02 | 21.67 | 9.33 | 14.66 | 16.49 | 14.24 | 12.58 | 14.13 | 24.64 | 18.93 | 25.27 | 37.51 | 17.31 | 14.35 | 11.78 | 17.93 | 20.39 | 25.81 | 26.63 | 43.36 | 32.44 | 25.62 | 30.34 |
| Draw Down(%) | NA | 19.62 | 27.87 | 54.67 | 54.67 | NA | NA | … | … | 16.56 | 27.87 | 14.77 | 11.63 | 39.03 | 29.62 | 29.60 | 8.60 | 22.39 | 3.12 | 14.19 | 14.29 | 9.96 | 6.92 | 11.11 | 21.56 | 17.97 | 18.77 | 53.52 | 10.19 | 13.66 | 6.74 | 19.43 | 10.05 | 37.40 | 36.41 | 45.90 | 19.45 | 30.78 | 19.55 |
| Yield(%) | 0.00 | 22.08 | 24.21 | 15.26 | 18.44 | 18.15 | 19.92 | … | … | 0.00 | 23.31 | 31.49 | 16.35 | 4.35 | 33.00 | 25.48 | 13.16 | 12.79 | 10.13 | 1.03 | 9.68 | 17.86 | 10.11 | 0.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.00 | 6.36 | 3.49 | 1.98 |
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 |
|---|---|---|---|---|
| ALCCX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS C) |
-30.46%
Feb 2000 – Feb 2003 |
-14.44%
Mar 2000 – Mar 2005 |
-3.80%
Feb 2000 – Feb 2010 |
2.28%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALCCX (ALGER CAPITAL APPRECIATION FUND ALGER CAPITAL APPRECIATION FUND CLASS C) |
39.78%
Sep 2022 – Sep 2025 |
24.03%
Feb 2009 – Feb 2014 |
18.71%
May 2016 – May 2026 |
16.65%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart