Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ASCYX (The Alger Funds - Alger Small Cap Growth Fund) | -2.25% | 3.04% | 6.89% | NA | NA | NA | NA | -5.06% |
Data as of 07/17/2025, AR inception is 01/07/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASCYX (The Alger Funds - Alger Small Cap Growth Fund) | 01/07/2022 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 3.04 | 6.89 | NA | NA | NA | NA | -5.06 | -2.25 | 9.69 | 17.05 | -31.81 |
| Sharpe Ratio | NA | -0.02 | 0.09 | NA | NA | NA | NA | -0.29 | -0.34 | 0.15 | 0.68 | -0.94 |
| Standard Deviation(%) | NA | 28.13 | 24.40 | NA | NA | NA | NA | 27.39 | 32.40 | 20.83 | 19.13 | 36.20 |
| Draw Down(%) | NA | 34.27 | 34.27 | NA | NA | NA | NA | 38.47 | 31.56 | 11.34 | 17.86 | 35.08 |
| Yield(%) | 0.00 | 0.00 | 0.18 | 0.08 | 0.04 | 0.03 | 0.02 | 0.13 | 0.00 | 0.00 | 0.56 | 0.00 |
Data as of 07/17/2025, AR inception is 01/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASCYX (The Alger Funds - Alger Small Cap Growth Fund) |
-7.90%
Mar 2022 - Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASCYX (The Alger Funds - Alger Small Cap Growth Fund) |
6.66%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart