Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALGRX (ALGER CAPITAL APPRECIATION FOCUS FUND ALGER CAPITAL APPRECIATION FOCUS FUND CLASS I) | 16.04% | 47.53% | 41.22% | 17.12% | 19.76% | 16.91% | 13.08% | … | … |
Data as of 06/04/2026, Common starting date is 11/05/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALGRX (ALGER CAPITAL APPRECIATION FOCUS FUND ALGER CAPITAL APPRECIATION FOCUS FUND CLASS I) | 11/05/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 47.53 | 41.22 | 17.12 | 19.76 | 16.91 | 13.08 | … | … | 16.04 | 39.68 | 51.77 | 44.20 | -35.94 | 4.94 | 37.12 | 33.93 | 1.39 | 33.76 | 1.08 | 7.08 | 14.02 | 35.85 | 8.73 | -0.73 | 13.80 | 40.43 | -47.25 | 18.84 | 4.64 | 11.42 | 4.80 | 34.37 | -33.91 | -12.25 | -13.99 | 35.29 | 50.19 | 26.98 | 1.16 |
| Sharpe Ratio | NA | 2.36 | 1.66 | 0.58 | 0.77 | NA | NA | … | … | 1.85 | 1.25 | 2.37 | 2.40 | -1.15 | 0.21 | 1.03 | 2.13 | 0.00 | 3.49 | 0.06 | 0.43 | 1.00 | 2.90 | 0.64 | -0.03 | 0.81 | 1.76 | -1.19 | 1.00 | 0.09 | 0.75 | 0.25 | 1.80 | -1.33 | -0.64 | -0.65 | 1.36 | 2.03 | 1.08 | 0.31 |
| Standard Deviation(%) | NA | 21.34 | 23.38 | 25.36 | 23.61 | NA | NA | … | … | 23.41 | 29.47 | 20.31 | 17.03 | 32.63 | 23.20 | 35.76 | 15.24 | 21.93 | 9.53 | 15.03 | 16.34 | 13.97 | 12.33 | 13.72 | 23.14 | 16.95 | 22.88 | 40.37 | 15.81 | 13.64 | 12.20 | 15.03 | 18.72 | 26.34 | 23.31 | 27.99 | 23.40 | 22.98 | 21.42 | 13.81 |
| Draw Down(%) | NA | 17.55 | 26.96 | 47.63 | 47.63 | NA | NA | … | … | 16.11 | 26.96 | 14.25 | 11.86 | 37.82 | 20.47 | 29.39 | 8.86 | 22.26 | 3.34 | 14.39 | 14.36 | 9.79 | 6.41 | 12.42 | 19.14 | 15.81 | 18.38 | 55.94 | 8.83 | 14.40 | 6.78 | 16.78 | 11.44 | 38.48 | 32.68 | 29.08 | 13.31 | 25.25 | 13.47 | 5.93 |
| Yield(%) | 0.00 | 9.23 | 5.91 | 2.78 | 4.96 | 5.74 | 4.84 | … | … | 0.00 | 10.05 | 0.00 | 0.15 | 0.04 | 0.00 | 0.00 | 2.74 | 5.11 | 4.99 | 0.00 | 1.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.85 | 0.51 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 14.67 | 2.55 | 11.16 | 12.33 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/05/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGRX (ALGER CAPITAL APPRECIATION FOCUS FUND ALGER CAPITAL APPRECIATION FOCUS FUND CLASS I) |
-23.50%
Mar 2000 – Mar 2003 |
-9.22%
Mar 2000 – Mar 2005 |
-4.87%
Feb 1999 – Feb 2009 |
1.59%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGRX (ALGER CAPITAL APPRECIATION FOCUS FUND ALGER CAPITAL APPRECIATION FOCUS FUND CLASS I) |
45.13%
Dec 2022 – Dec 2025 |
24.96%
Oct 2016 – Oct 2021 |
19.86%
May 2016 – May 2026 |
16.81%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart