Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALOYX (Alger Mid Cap Focus Fund Class Y) | 10.81% | 27.87% | 23.80% | 5.60% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALOYX (Alger Mid Cap Focus Fund Class Y) | 03/02/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.48 | 27.87 | 23.80 | 5.60 | NA | NA | NA | … | … | 10.81 | 17.73 | 32.02 | 17.08 | -37.18 | -1.84 |
| Sharpe Ratio | NA | 1.30 | 0.88 | 0.10 | NA | NA | NA | … | … | 0.85 | 0.55 | 1.34 | 0.73 | -1.13 | -0.09 |
| Standard Deviation(%) | NA | 22.18 | 23.42 | 25.45 | NA | NA | NA | … | … | 24.70 | 27.59 | 21.14 | 18.60 | 34.12 | 24.88 |
| Draw Down(%) | NA | 16.37 | 29.57 | 48.37 | NA | NA | NA | … | … | 16.37 | 29.28 | 12.69 | 14.59 | 39.97 | 18.35 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.10 | 0.97 | 0.65 | 0.49 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.74 |
Data as of 06/04/2026, Common starting date is 03/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALOYX (Alger Mid Cap Focus Fund Class Y) |
-7.75%
Oct 2021 – Oct 2024 |
2.98%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALOYX (Alger Mid Cap Focus Fund Class Y) |
24.20%
May 2023 – May 2026 |
5.09%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart