Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ALMRX (ALGER MIDCAP GROWTH INSTITUTIONAL FUND ALGER MIDCAP GROWTH INSTITUTIONAL FUND CLASS I) | 11.37% | 25.48% | 13.55% | 7.79% | 10.27% | 11.97% | 8.62% | 10.64% |
Data as of 08/01/2025, AR inception is 11/05/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALMRX (ALGER MIDCAP GROWTH INSTITUTIONAL FUND ALGER MIDCAP GROWTH INSTITUTIONAL FUND CLASS I) | 11/05/1996 | 08/01/2025 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 25.48 | 13.55 | 7.79 | 10.27 | 11.97 | 8.62 | 10.64 | 11.37 | 20.02 | 22.68 | -35.28 | -41.75 | 45.95 | 29.79 | -7.77 | 29.55 | 1.43 | -1.37 | 9.38 | 36.21 | 16.25 | -7.75 | 19.32 | 51.40 | -58.74 | 34.85 | 9.53 | 10.39 | 12.07 | 45.66 | -29.46 | -6.18 | 13.51 | 41.91 | 39.98 | 20.69 | 3.40 |
| Sharpe Ratio | NA | 0.84 | 0.56 | 0.28 | 0.38 | NA | NA | 0.36 | 0.61 | 0.78 | 1.14 | -1.06 | -0.67 | 1.23 | 1.85 | -0.43 | 3.03 | 0.07 | -0.09 | 0.58 | 2.60 | 1.01 | -0.25 | 0.84 | 1.70 | -1.23 | 1.71 | 0.36 | 0.58 | 0.62 | 2.33 | -1.10 | -0.32 | 0.29 | 1.71 | 1.49 | 0.80 | 1.50 |
| Standard Deviation(%) | NA | 26.41 | 21.91 | 25.62 | 23.56 | NA | NA | 24.21 | 31.04 | 17.16 | 16.29 | 34.82 | 62.50 | 36.87 | 15.33 | 21.45 | 9.60 | 17.12 | 16.42 | 16.07 | 13.91 | 16.17 | 30.53 | 22.90 | 30.14 | 48.50 | 18.67 | 17.33 | 14.23 | 17.93 | 19.28 | 27.82 | 26.91 | 32.87 | 22.56 | 24.52 | 21.38 | 14.26 |
| Draw Down(%) | NA | 26.71 | 26.71 | 45.04 | 45.04 | NA | NA | 68.74 | 26.71 | 9.99 | 16.23 | 37.87 | 53.82 | 33.97 | 10.55 | 27.99 | 4.02 | 18.50 | 17.38 | 12.74 | 6.96 | 12.01 | 30.54 | 19.66 | 20.17 | 68.12 | 11.47 | 19.12 | 9.25 | 18.75 | 10.67 | 36.71 | 28.64 | 21.63 | 10.89 | 31.51 | 16.82 | 6.38 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 13.22 | 12.16 | 16.59 | 10.18 | 11.85 | 0.00 | 0.00 | 0.00 | 0.00 | 46.22 | 17.59 | 10.29 | 6.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.28 | 0.00 | 0.29 | 0.00 | 0.00 | 21.09 | 8.16 | 11.35 | 1.64 | 0.00 | 0.00 | 0.00 | 3.55 | 7.14 | 38.31 | 42.64 | 0.00 |
Data as of 08/01/2025, AR inception is 11/05/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALMRX (ALGER MIDCAP GROWTH INSTITUTIONAL FUND ALGER MIDCAP GROWTH INSTITUTIONAL FUND CLASS I) |
-19.24%
Feb 2006 - Feb 2009 |
-7.93%
Feb 2004 - Feb 2009 |
-1.16%
Aug 2000 - Aug 2010 |
3.78%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALMRX (ALGER MIDCAP GROWTH INSTITUTIONAL FUND ALGER MIDCAP GROWTH INSTITUTIONAL FUND CLASS I) |
46.35%
Mar 1997 - Mar 2000 |
25.40%
Oct 2016 - Oct 2021 |
18.35%
Sep 2011 - Sep 2021 |
14.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart