Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ALSRX (ALGER SMALLCAP GROWTH INSTITUTIONAL FUND ALGER SMALLCAP GROWTH INSTITUTIONAL FUND CLASS I) | -5.35% | 3.27% | 2.83% | -1.29% | 6.18% | 8.87% | 7.80% | 7.07% |
Data as of 06/26/2025, AR inception is 11/05/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALSRX (ALGER SMALLCAP GROWTH INSTITUTIONAL FUND ALGER SMALLCAP GROWTH INSTITUTIONAL FUND CLASS I) | 11/05/1996 | 06/26/2025 |
| 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 (%) | 4.43 | 3.27 | 2.83 | -1.29 | 6.18 | 8.87 | 7.80 | 7.07 | -5.35 | 6.77 | 14.83 | -38.17 | -23.42 | 56.44 | 29.87 | 0.13 | 28.48 | 7.13 | -2.56 | 0.14 | 34.52 | 12.65 | -2.72 | 25.63 | 43.71 | -45.91 | 15.52 | 17.69 | 15.79 | 16.46 | 41.88 | -26.84 | -27.98 | -22.87 | 52.44 | 25.10 | 14.40 | 2.40 |
| Sharpe Ratio | NA | -0.18 | 0.01 | -0.15 | 0.16 | NA | NA | 0.21 | -0.70 | 0.01 | 0.57 | -1.12 | -0.69 | 1.61 | 1.48 | -0.05 | 2.26 | 0.35 | -0.14 | 0.01 | 2.26 | 0.72 | -0.09 | 1.13 | 1.53 | -1.15 | 0.68 | 0.86 | 0.90 | 0.90 | 2.22 | -1.04 | -1.07 | -0.66 | 2.16 | 0.92 | 0.52 | 0.99 |
| Standard Deviation(%) | NA | 26.40 | 23.89 | 29.56 | 26.41 | NA | NA | 25.25 | 31.76 | 19.96 | 18.70 | 35.37 | 33.74 | 34.71 | 19.27 | 23.98 | 12.35 | 19.52 | 18.06 | 18.75 | 15.24 | 17.69 | 31.94 | 22.58 | 28.58 | 40.65 | 18.50 | 16.84 | 15.19 | 17.24 | 18.58 | 26.96 | 28.78 | 40.56 | 22.75 | 23.71 | 20.95 | 13.86 |
| Draw Down(%) | NA | 34.14 | 34.14 | 55.46 | 55.46 | NA | NA | 73.40 | 31.18 | 11.57 | 17.77 | 39.67 | 38.32 | 31.57 | 10.65 | 30.09 | 4.49 | 20.66 | 16.59 | 18.62 | 7.05 | 13.02 | 30.28 | 18.27 | 20.91 | 56.96 | 9.50 | 15.48 | 10.10 | 18.38 | 11.41 | 36.56 | 43.27 | 47.77 | 11.77 | 33.20 | 20.37 | 5.03 |
| Yield(%) | 0.00 | 1.07 | 0.38 | 6.14 | 8.51 | 10.84 | 10.22 | 9.03 | 0.00 | 1.08 | 0.00 | 0.00 | 18.36 | 8.13 | 21.98 | 13.45 | 3.54 | 0.00 | 32.64 | 18.41 | 21.54 | 12.37 | 4.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.22 | 10.22 | 8.92 | 15.97 | 0.00 |
Data as of 06/26/2025, 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 |
|---|---|---|---|---|
| ALSRX (ALGER SMALLCAP GROWTH INSTITUTIONAL FUND ALGER SMALLCAP GROWTH INSTITUTIONAL FUND CLASS I) |
-31.56%
Feb 2000 - Feb 2003 |
-11.75%
Feb 2000 - Feb 2005 |
-3.90%
Feb 2000 - Feb 2010 |
1.77%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALSRX (ALGER SMALLCAP GROWTH INSTITUTIONAL FUND ALGER SMALLCAP GROWTH INSTITUTIONAL FUND CLASS I) |
41.68%
Feb 1997 - Feb 2000 |
29.69%
Feb 2016 - Feb 2021 |
17.92%
Sep 2011 - Sep 2021 |
12.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart