Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALVOX (ALGER CAPITAL APPRECIATION PORTFOLIO ALGER CAPITAL APPRECIATION PORTFOLIO CLASS I-2) | 13.88% | 40.33% | 36.86% | 17.83% | 19.83% | 17.51% | 15.33% | … | … |
Data as of 06/04/2026, Common starting date is 01/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALVOX (ALGER CAPITAL APPRECIATION PORTFOLIO ALGER CAPITAL APPRECIATION PORTFOLIO CLASS I-2) | 01/27/1995 | 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 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 40.33 | 36.86 | 17.83 | 19.83 | 17.51 | 15.33 | … | … | 13.88 | 32.25 | 48.13 | 43.13 | -36.69 | 19.79 | 41.90 | 33.59 | -0.01 | 30.96 | 0.50 | 6.41 | 14.20 | 35.44 | 18.30 | -0.40 | 13.59 | 51.10 | -45.13 | 33.53 | 19.26 | 14.45 | 8.19 | 34.72 | -33.91 | -18.69 | -33.07 | 66.10 | 50.63 | 19.68 | 11.07 | 75.35 |
| Sharpe Ratio | NA | 2.06 | 1.49 | 0.62 | 0.79 | NA | NA | … | … | 1.57 | 1.02 | 2.20 | 2.31 | -1.15 | 1.04 | 1.18 | 2.14 | -0.06 | 3.30 | 0.02 | 0.39 | 1.02 | 2.86 | 1.30 | -0.02 | 0.72 | 2.00 | -1.22 | 1.73 | 1.12 | 1.04 | 0.42 | 1.72 | -1.43 | -0.85 | -0.90 | 1.92 | 1.80 | 0.74 | 0.40 | 3.21 |
| Standard Deviation(%) | NA | 20.47 | 23.09 | 24.66 | 23.05 | NA | NA | … | … | 22.66 | 28.86 | 20.28 | 17.25 | 33.20 | 18.99 | 35.15 | 15.03 | 21.56 | 9.22 | 14.52 | 16.44 | 13.94 | 12.37 | 14.18 | 24.54 | 18.87 | 25.47 | 37.82 | 17.64 | 14.21 | 11.68 | 17.34 | 19.73 | 24.55 | 25.10 | 41.43 | 32.66 | 26.18 | 21.60 | 18.41 | 24.81 |
| Draw Down(%) | NA | 18.86 | 27.46 | 41.01 | 41.01 | NA | NA | … | … | 16.29 | 27.46 | 14.61 | 11.18 | 38.40 | 9.47 | 29.62 | 8.44 | 21.70 | 3.03 | 14.03 | 14.10 | 9.55 | 6.81 | 10.95 | 21.09 | 17.92 | 18.77 | 53.76 | 10.37 | 13.37 | 6.85 | 18.22 | 9.71 | 35.64 | 36.14 | 49.47 | 24.70 | 24.35 | 14.89 | 17.70 | 12.96 |
| Yield(%) | 0.00 | 19.46 | 11.85 | 10.17 | 14.88 | 15.86 | 18.32 | … | … | 0.00 | 20.72 | 0.00 | 0.00 | 5.66 | 24.99 | 17.80 | 14.50 | 17.54 | 7.69 | 0.99 | 11.82 | 16.78 | 13.83 | 1.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALVOX (ALGER CAPITAL APPRECIATION PORTFOLIO ALGER CAPITAL APPRECIATION PORTFOLIO CLASS I-2) |
-31.37%
Feb 2000 – Feb 2003 |
-15.00%
Mar 2000 – Mar 2005 |
-3.58%
Feb 2000 – Feb 2010 |
2.77%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALVOX (ALGER CAPITAL APPRECIATION PORTFOLIO ALGER CAPITAL APPRECIATION PORTFOLIO CLASS I-2) |
53.49%
Mar 1997 – Mar 2000 |
43.40%
Feb 1995 – Feb 2000 |
19.91%
May 2016 – May 2026 |
17.89%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart