Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMGAX (ALGER MIDCAP GROWTH FUND ALGER MIDCAP GROWTH FUND CLASS A) | 4.57% | 18.49% | 16.89% | -2.02% | 8.03% | 7.65% | 6.46% | … | … |
Data as of 06/03/2026, Common starting date is 06/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMGAX (ALGER MIDCAP GROWTH FUND ALGER MIDCAP GROWTH FUND CLASS A) | 06/26/1997 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.23 | 18.49 | 16.89 | -2.02 | 8.03 | 7.65 | 6.46 | … | … | 4.57 | 18.93 | 20.08 | 22.96 | -35.10 | -22.92 | 48.29 | 29.83 | -7.37 | 29.79 | 0.76 | -1.77 | 7.62 | 35.60 | 16.09 | -8.25 | 18.73 | 50.78 | -58.49 | 31.74 | 9.75 | 9.43 | 12.66 | 45.90 | -30.48 | -7.00 | 12.90 | 20.05 | 20.29 | -1.02 |
| Sharpe Ratio | NA | 1.00 | 0.69 | -0.17 | 0.25 | NA | NA | … | … | 0.45 | 0.63 | 0.96 | 1.19 | -1.06 | -0.51 | 1.32 | 1.84 | -0.41 | 3.00 | 0.03 | -0.11 | 0.48 | 2.56 | 1.01 | -0.27 | 0.83 | 1.70 | -1.22 | 1.60 | 0.37 | 0.49 | 0.63 | 2.26 | -1.12 | -0.35 | 0.26 | 0.65 | 0.65 | -0.21 |
| Standard Deviation(%) | NA | 19.02 | 20.70 | 29.02 | 26.22 | NA | NA | … | … | 22.02 | 25.88 | 17.13 | 16.36 | 34.65 | 44.96 | 36.34 | 15.38 | 21.54 | 9.75 | 16.53 | 16.18 | 15.92 | 13.91 | 16.00 | 30.92 | 22.51 | 29.79 | 48.45 | 17.96 | 17.23 | 14.54 | 18.39 | 19.98 | 28.23 | 27.17 | 33.25 | 25.55 | 25.69 | 26.92 |
| Draw Down(%) | NA | 16.21 | 26.65 | 60.84 | 60.84 | NA | NA | … | … | 16.21 | 26.65 | 10.02 | 16.10 | 37.72 | 40.22 | 33.88 | 10.53 | 27.93 | 4.08 | 17.82 | 17.36 | 12.87 | 6.91 | 11.82 | 30.74 | 19.08 | 20.34 | 68.17 | 10.44 | 19.55 | 9.52 | 19.23 | 11.44 | 37.98 | 29.41 | 21.79 | 13.82 | 31.77 | 22.89 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.43 | 2.41 | 2.24 | 3.09 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.17 | 0.00 | 10.08 | 5.14 | 1.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 21.50 | 10.97 | 11.55 | 0.00 | 0.00 | 0.00 | 0.00 | 4.63 | 6.83 | 5.09 | 4.03 |
Data as of 06/03/2026, Common starting date is 06/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMGAX (ALGER MIDCAP GROWTH FUND ALGER MIDCAP GROWTH FUND CLASS A) |
-19.90%
Feb 2006 – Feb 2009 |
-8.41%
Feb 2004 – Feb 2009 |
-1.54%
Aug 2000 – Aug 2010 |
1.89%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMGAX (ALGER MIDCAP GROWTH FUND ALGER MIDCAP GROWTH FUND CLASS A) |
27.55%
Feb 2009 – Feb 2012 |
24.67%
Feb 2009 – Feb 2014 |
17.15%
Sep 2011 – Sep 2021 |
10.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart