Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOFYX (ALGER SMALL CAP FOCUS FUND CLASS Y) | 12.33% | 32.16% | 13.71% | -2.77% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOFYX (ALGER SMALL CAP FOCUS FUND CLASS Y) | 03/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.53 | 32.16 | 13.71 | -2.77 | NA | NA | NA | … | … | 12.33 | 10.09 | 14.01 | 10.35 | -37.42 | -19.47 | 53.75 | 24.59 | 14.51 | 19.71 |
| Sharpe Ratio | NA | 1.28 | 0.42 | -0.21 | NA | NA | NA | … | … | 0.85 | 0.26 | 0.32 | 0.28 | -1.04 | -0.72 | 1.52 | 1.12 | 0.55 | 1.76 |
| Standard Deviation(%) | NA | 25.72 | 25.59 | 27.93 | NA | NA | NA | … | … | 29.58 | 28.82 | 22.94 | 21.75 | 37.49 | 27.21 | 35.12 | 20.72 | 24.19 | 13.30 |
| Draw Down(%) | NA | 19.82 | 31.85 | 55.29 | NA | NA | NA | … | … | 19.82 | 29.16 | 12.73 | 21.88 | 41.08 | 34.21 | 32.14 | 13.33 | 29.48 | 5.31 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.16 | 2.03 | 1.35 | 1.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.56 | 0.00 | 3.27 | 0.94 | 1.10 |
Data as of 06/04/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOFYX (ALGER SMALL CAP FOCUS FUND CLASS Y) |
-17.35%
Jan 2021 – Jan 2024 |
-6.81%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOFYX (ALGER SMALL CAP FOCUS FUND CLASS Y) |
29.97%
Feb 2018 – Feb 2021 |
9.13%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart