Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALSRX (ALGER SMALLCAP GROWTH INSTITUTIONAL FUND ALGER SMALLCAP GROWTH INSTITUTIONAL FUND CLASS I) | 9.41% | 27.52% | 10.19% | -3.45% | 9.81% | 8.50% | 7.66% | … | … |
Data as of 06/04/2026, Common starting date 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 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 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 (%) | 1.21 | 27.52 | 10.19 | -3.45 | 9.81 | 8.50 | 7.66 | … | … | 9.41 | 4.83 | 7.75 | 14.83 | -38.17 | -4.45 | 64.90 | 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 | 1.06 | 0.31 | -0.22 | 0.31 | NA | NA | … | … | 0.65 | 0.07 | 0.21 | 0.60 | -1.12 | -0.11 | 1.87 | 1.47 | -0.05 | 2.26 | 0.35 | -0.14 | 0.01 | 2.26 | 0.72 | -0.09 | 1.13 | 1.53 | -1.15 | 0.67 | 0.85 | 0.89 | 0.90 | 2.22 | -1.04 | -1.07 | -0.67 | 2.16 | 0.91 | 0.51 | 0.97 |
| Standard Deviation(%) | NA | 24.51 | 23.20 | 29.42 | 26.69 | NA | NA | … | … | 28.50 | 26.83 | 19.86 | 18.70 | 35.37 | 40.42 | 34.32 | 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 | 21.23 | 34.14 | 53.89 | 55.46 | NA | NA | … | … | 21.23 | 31.18 | 11.57 | 17.77 | 39.67 | 23.04 | 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 | 3.17 | 1.48 | 4.07 | 9.99 | 8.62 | 8.33 | … | … | 0.00 | 2.84 | 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 06/04/2026, Common starting date 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