Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALZFX (ALGER CAPITAL APPRECIATION FOCUS FUND ALGER CAPITAL APPRECIATION FOCUS FUND CLASS Z) | 16.18% | 47.94% | 41.63% | 20.66% | 22.46% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALZFX (ALGER CAPITAL APPRECIATION FOCUS FUND ALGER CAPITAL APPRECIATION FOCUS FUND CLASS Z) | 01/02/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 47.94 | 41.63 | 20.66 | 22.46 | NA | NA | … | … | 16.18 | 40.08 | 52.22 | 44.63 | -35.75 | 20.37 | 46.19 | 34.29 | 1.64 | 34.10 | 1.32 | 7.37 | 14.34 | 32.60 |
| Sharpe Ratio | NA | 2.38 | 1.68 | 0.70 | 0.88 | NA | NA | … | … | 1.86 | 1.27 | 2.39 | 2.43 | -1.14 | 0.77 | 1.29 | 2.16 | 0.01 | 3.54 | 0.07 | 0.45 | 1.03 | 2.70 |
| Standard Deviation(%) | NA | 21.33 | 23.38 | 26.00 | 23.90 | NA | NA | … | … | 23.41 | 29.46 | 20.31 | 17.05 | 32.65 | 26.49 | 35.34 | 15.21 | 21.93 | 9.50 | 15.00 | 16.35 | 13.94 | 12.10 |
| Draw Down(%) | NA | 17.45 | 26.93 | 43.22 | 43.22 | NA | NA | … | … | 16.06 | 26.93 | 14.23 | 11.80 | 37.62 | 14.03 | 29.38 | 8.83 | 22.24 | 3.33 | 14.36 | 14.34 | 9.80 | 6.40 |
| Yield(%) | 0.00 | 8.91 | 5.74 | 5.39 | 9.71 | 10.44 | 7.83 | … | … | 0.00 | 9.72 | 0.00 | 0.18 | 0.06 | 14.61 | 8.34 | 2.91 | 5.28 | 4.93 | 0.00 | 1.17 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALZFX (ALGER CAPITAL APPRECIATION FOCUS FUND ALGER CAPITAL APPRECIATION FOCUS FUND CLASS Z) |
2.20%
Sep 2020 – Sep 2023 |
9.06%
Dec 2017 – Dec 2022 |
13.03%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALZFX (ALGER CAPITAL APPRECIATION FOCUS FUND ALGER CAPITAL APPRECIATION FOCUS FUND CLASS Z) |
45.56%
Dec 2022 – Dec 2025 |
26.83%
Oct 2016 – Oct 2021 |
22.57%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart