Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/07/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ALMAX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS A) | -12.11% | -2.09% | 2.80% | -3.60% | 4.54% | 7.56% | 7.47% | 8.99% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALMAX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS A) | 09/23/2002 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 09/23/2002.
AR inception is since 09/23/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.46 | -2.09 | 2.80 | -3.60 | 4.54 | 7.56 | 7.47 | 8.99 | -12.11 | 13.78 | 11.22 | -38.11 | -15.55 | 49.57 | 39.17 | -4.10 | 38.15 | 3.40 | -1.34 | 4.60 | 32.41 | 14.10 | -4.19 | 23.30 | 44.03 | -48.61 | 26.25 | 17.85 | 19.09 | 15.47 | 36.93 | 4.90 |
| Sharpe Ratio | NA | -0.24 | -0.23 | -0.15 | 0.11 | NA | NA | 0.31 | -1.08 | 0.34 | 0.34 | -1.16 | -0.46 | 1.24 | 2.04 | -0.23 | 2.88 | 0.17 | -0.08 | 0.28 | 2.30 | 0.83 | -0.14 | 1.09 | 1.56 | -1.23 | 1.30 | 0.88 | 1.16 | 0.86 | 1.99 | 0.71 |
| Standard Deviation(%) | NA | 25.67 | 25.92 | 27.95 | 26.00 | NA | NA | 23.99 | 33.08 | 20.92 | 20.71 | 34.03 | 33.72 | 39.50 | 18.52 | 23.81 | 13.07 | 19.24 | 17.11 | 16.47 | 14.11 | 17.12 | 30.41 | 21.39 | 28.12 | 40.28 | 18.00 | 16.63 | 14.62 | 16.87 | 18.18 | 25.65 |
| Draw Down(%) | NA | 29.61 | 29.61 | 60.81 | 60.81 | NA | NA | 60.81 | 29.28 | 10.89 | 21.43 | 42.11 | 33.93 | 40.97 | 14.30 | 31.46 | 6.25 | 18.65 | 17.03 | 14.63 | 6.17 | 12.37 | 29.55 | 18.30 | 19.09 | 58.28 | 9.31 | 15.62 | 10.23 | 18.58 | 11.84 | 9.58 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 5.79 | 8.46 | 8.75 | 12.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.39 | 8.63 | 15.41 | 11.73 | 35.20 | 13.84 | 17.73 | 4.74 | 0.00 | 0.00 | 0.00 | 0.00 | 1.88 | 5.47 | 6.90 | 7.86 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALMAX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS A) |
-19.64%
Oct 2021 - Oct 2024 |
-3.89%
Sep 2018 - Sep 2023 |
4.02%
Mar 2015 - Mar 2025 |
4.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALMAX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS A) |
29.65%
Oct 2018 - Oct 2021 |
27.75%
Oct 2016 - Oct 2021 |
18.88%
Sep 2011 - Sep 2021 |
13.11%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart