Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AMGCX (ALGER MIDCAP GROWTH FUND ALGER MIDCAP GROWTH FUND CLASS C) 4.19% 17.47% 15.99% -6.20% 4.87% 5.25% 4.47%
Data as of 06/03/2026, Common starting date is 08/11/1997
More Performance Analytics Comparison
Name Start Date End Date
AMGCX (ALGER MIDCAP GROWTH FUND ALGER MIDCAP GROWTH FUND CLASS C) 08/11/1997 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 (%) 2.20 17.47 15.99 -6.20 4.87 5.25 4.47 4.19 18.08 19.27 21.84 -35.62 -35.95 41.74 28.73 -8.13 28.73 0.00 -2.64 6.74 34.43 15.18 -9.14 17.65 49.39 -58.80 30.86 8.80 8.73 11.80 44.36 -30.82 -7.71 11.99 18.78 18.87 -9.84
Sharpe Ratio NA 0.95 0.65 -0.28 0.12 NA NA 0.41 0.60 0.74 1.09 -1.07 -0.65 1.10 1.77 -0.44 2.92 -0.01 -0.16 0.42 2.50 0.96 -0.30 0.79 1.66 -1.23 1.56 0.32 0.45 0.59 2.20 -1.13 -0.38 0.24 0.60 0.60 -0.90
Standard Deviation(%) NA 19.09 20.72 32.49 28.32 NA NA 22.02 25.91 17.18 16.31 34.63 55.52 37.47 15.42 21.50 9.68 16.50 16.22 15.90 13.78 15.94 30.85 22.34 29.77 48.43 17.95 17.27 14.61 18.39 19.88 28.33 27.02 33.20 25.76 25.74 29.75
Draw Down(%) NA 16.33 26.72 67.44 67.44 NA NA 16.33 26.72 10.12 16.33 38.05 49.99 33.90 10.72 28.15 4.15 17.81 17.56 12.99 7.01 11.80 30.95 19.17 20.40 68.41 10.46 19.64 9.58 19.52 11.61 38.24 29.86 21.81 14.10 31.87 23.10
Yield(%) 0.00 0.00 0.00 0.46 2.88 2.57 3.34 0.00 0.00 0.00 0.00 0.00 2.34 0.00 13.08 6.52 1.33 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 24.13 12.07 12.49 0.00 0.00 0.00 0.00 4.78 6.97 5.13 3.70
Data as of 06/03/2026, Common starting date is 08/11/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMGCX (ALGER MIDCAP GROWTH FUND ALGER MIDCAP GROWTH FUND CLASS C) -24.13%
Nov 2020 – Nov 2023
-9.12%
Feb 2004 – Feb 2009
-2.31%
Aug 2000 – Aug 2010
-0.40%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMGCX (ALGER MIDCAP GROWTH FUND ALGER MIDCAP GROWTH FUND CLASS C) 26.42%
Feb 2009 – Feb 2012
23.60%
Feb 2009 – Feb 2014
15.74%
Sep 2011 – Sep 2021
9.22%
Aug 2006 – Aug 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return