Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOFIX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS I) | 12.19% | 31.64% | 13.32% | -3.09% | 9.34% | 9.00% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOFIX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS I) | 03/05/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 31.64 | 13.32 | -3.09 | 9.34 | 9.00 | NA | … | … | 12.19 | 9.63 | 13.76 | 9.88 | -37.62 | -19.82 | 53.29 | 24.16 | 14.16 | 28.94 | 8.27 | 1.83 | 2.16 | 38.48 | 14.18 | -4.62 | 28.60 | 46.59 | -40.20 |
| Sharpe Ratio | NA | 1.26 | 0.40 | -0.22 | 0.30 | NA | NA | … | … | 0.83 | 0.24 | 0.31 | 0.26 | -1.05 | -0.73 | 1.50 | 1.10 | 0.53 | 2.08 | 0.41 | 0.11 | 0.13 | 2.61 | 0.82 | -0.15 | 1.34 | 1.65 | -1.12 |
| Standard Deviation(%) | NA | 25.72 | 25.59 | 27.86 | 26.24 | NA | NA | … | … | 29.58 | 28.84 | 22.96 | 21.70 | 37.20 | 27.25 | 35.13 | 20.67 | 24.19 | 13.64 | 19.64 | 17.00 | 16.99 | 14.72 | 17.46 | 31.17 | 21.29 | 28.23 | 42.12 |
| Draw Down(%) | NA | 19.88 | 31.97 | 55.64 | 60.19 | NA | NA | … | … | 19.88 | 29.22 | 12.83 | 22.12 | 41.20 | 34.50 | 32.14 | 13.42 | 29.55 | 5.36 | 20.93 | 14.61 | 15.95 | 5.39 | 12.34 | 30.30 | 16.28 | 19.32 | 54.82 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.18 | 2.33 | 4.35 | 3.87 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.66 | 0.00 | 2.92 | 0.95 | 1.19 | 0.00 | 0.00 | 8.47 | 19.17 | 13.72 | 7.65 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| AOFIX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS I) |
-17.65%
Jan 2021 – Jan 2024 |
-7.13%
Mar 2021 – Mar 2026 |
4.60%
Oct 2013 – Oct 2023 |
6.90%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOFIX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS I) |
31.17%
Feb 2009 – Feb 2012 |
29.59%
Feb 2016 – Feb 2021 |
20.14%
Feb 2009 – Feb 2019 |
12.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart