Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALGZX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS Z) | 12.04% | 33.33% | 24.79% | 13.60% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/17/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALGZX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS Z) | 10/17/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 33.33 | 24.79 | 13.60 | NA | NA | NA | … | … | 12.04 | 22.29 | 26.19 | 37.23 | -30.53 | 24.57 | 36.28 | 34.51 | -1.22 | 28.16 | -1.74 |
| Sharpe Ratio | NA | 1.93 | 1.13 | 0.52 | NA | NA | NA | … | … | 1.53 | 0.80 | 1.31 | 2.16 | -1.06 | 1.49 | 1.02 | 2.26 | -0.12 | 1.31 | -0.61 |
| Standard Deviation(%) | NA | 16.89 | 19.58 | 21.64 | NA | NA | NA | … | … | 19.22 | 24.46 | 17.21 | 15.66 | 30.33 | 16.42 | 35.24 | 14.60 | 20.97 | 21.08 | 13.85 |
| Draw Down(%) | NA | 14.21 | 24.90 | 36.06 | NA | NA | NA | … | … | 13.23 | 24.90 | 12.79 | 10.12 | 34.75 | 8.41 | 30.35 | 8.18 | 23.04 | 13.12 | 5.65 |
| Yield(%) | 0.00 | 8.99 | 6.99 | 5.59 | 9.31 | 6.21 | 4.66 | … | … | 0.00 | 9.20 | 5.24 | 3.77 | 0.54 | 9.56 | 8.87 | 9.25 | 6.37 | 16.96 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/17/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGZX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS Z) |
4.82%
Sep 2020 – Sep 2023 |
9.40%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGZX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS Z) |
31.68%
Dec 2018 – Dec 2021 |
23.65%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart