Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOFAX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS A) | 9.51% | 30.54% | 12.32% | -3.49% | 9.10% | 8.57% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOFAX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS A) | 03/05/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.64 | 30.54 | 12.32 | -3.49 | 9.10 | 8.57 | NA | … | … | 9.51 | 9.56 | 13.71 | 9.62 | -37.75 | -20.04 | 53.18 | 24.12 | 14.19 | 28.89 | 8.29 | 1.59 | 1.84 | 38.28 | 13.77 | -4.72 | 28.25 | 46.09 | -40.20 |
| Sharpe Ratio | NA | 1.25 | 0.40 | -0.22 | 0.30 | NA | NA | … | … | 0.83 | 0.24 | 0.31 | 0.25 | -1.05 | -0.74 | 1.50 | 1.10 | 0.53 | 2.08 | 0.41 | 0.09 | 0.11 | 2.59 | 0.79 | -0.15 | 1.32 | 1.62 | -1.11 |
| Standard Deviation(%) | NA | 25.81 | 25.64 | 27.97 | 26.30 | NA | NA | … | … | 29.59 | 28.92 | 22.95 | 21.78 | 37.53 | 27.27 | 35.11 | 20.72 | 24.21 | 13.64 | 19.66 | 16.92 | 17.05 | 14.74 | 17.46 | 31.23 | 21.25 | 28.31 | 42.28 |
| Draw Down(%) | NA | 19.89 | 31.95 | 55.82 | 60.36 | NA | NA | … | … | 19.89 | 29.21 | 12.95 | 22.30 | 41.20 | 34.63 | 32.16 | 13.40 | 29.53 | 5.29 | 20.99 | 14.63 | 16.09 | 5.46 | 12.44 | 30.36 | 16.26 | 19.32 | 54.82 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.23 | 2.41 | 4.31 | 3.87 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.82 | 0.00 | 3.00 | 0.98 | 1.22 | 0.00 | 0.00 | 8.62 | 19.40 | 13.83 | 7.70 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOFAX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS A) |
-17.78%
Jan 2021 – Jan 2024 |
-7.25%
Mar 2021 – Mar 2026 |
4.48%
Oct 2013 – Oct 2023 |
6.74%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOFAX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS A) |
30.81%
Feb 2009 – Feb 2012 |
29.57%
Feb 2016 – Feb 2021 |
19.92%
Feb 2009 – Feb 2019 |
12.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart