Performance Comparison
Portfolio Performance Comparison
| 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) | -4.97% | 5.27% | 1.94% | -0.26% | 8.10% | 10.03% | 8.64% | 10.74% |
Data as of 08/06/2025, AR inception is 09/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALMAX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS A) | 09/23/2002 | 08/06/2025 |
| 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 (%) | -2.66 | 5.27 | 1.94 | -0.26 | 8.10 | 10.03 | 8.64 | 10.74 | -4.97 | 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 | -0.03 | -0.03 | -0.06 | 0.24 | NA | NA | 0.38 | -0.42 | 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 | 25.65 | 24.03 | 29.28 | 27.00 | NA | NA | 24.38 | 27.66 | 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 | 53.89 | 53.89 | NA | NA | 59.90 | 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 | 6.05 | 8.64 | 11.05 | 9.86 | 15.53 | 0.00 | 0.00 | 0.00 | 0.00 | 20.97 | 6.88 | 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 |
Data as of 08/06/2025, AR inception is 09/23/2002
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) |
-13.40%
Feb 2006 - Feb 2009 |
-2.27%
Feb 2004 - Feb 2009 |
5.46%
Jan 2006 - Jan 2016 |
6.77%
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) |
32.19%
Dec 2018 - Dec 2021 |
28.97%
Oct 2016 - Oct 2021 |
19.45%
Sep 2011 - Sep 2021 |
13.47%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart