Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASCZX (ALGER SMALLCAP GROWTH FUND ALGER SMALLCAP GROWTH FUND CLASS Z) | 13.33% | 33.07% | 13.66% | -2.90% | 10.04% | 8.61% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASCZX (ALGER SMALLCAP GROWTH FUND ALGER SMALLCAP GROWTH FUND CLASS Z) | 12/30/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 33.07 | 13.66 | -2.90 | 10.04 | 8.61 | NA | … | … | 13.33 | 10.39 | 9.71 | 16.79 | -37.36 | -12.07 | 63.62 | 28.99 | 2.41 | 28.66 | 5.94 | -3.06 | 0.35 | 34.19 | 12.45 | -2.98 | -0.54 |
| Sharpe Ratio | NA | 1.38 | 0.45 | -0.22 | 0.34 | NA | NA | … | … | 1.02 | 0.28 | 0.15 | 0.66 | -1.09 | -0.47 | 1.89 | 1.45 | 0.05 | 2.23 | 0.30 | -0.17 | 0.02 | 2.23 | 0.70 | -0.09 | NA |
| Standard Deviation(%) | NA | 23.90 | 23.73 | 26.34 | 24.83 | NA | NA | … | … | 28.20 | 27.71 | 20.61 | 19.15 | 35.68 | 25.59 | 33.30 | 18.99 | 23.89 | 12.64 | 19.31 | 17.89 | 18.74 | 15.35 | 17.81 | 32.33 | 0.00 |
| Draw Down(%) | NA | 19.20 | 34.27 | 54.29 | 56.95 | NA | NA | … | … | 19.20 | 31.55 | 11.27 | 17.82 | 39.09 | 29.07 | 30.89 | 10.41 | 30.14 | 4.96 | 20.63 | 16.74 | 18.34 | 6.98 | 13.17 | 30.54 | 0.54 |
| Yield(%) | 0.00 | 0.00 | 0.12 | 0.04 | 2.60 | 4.87 | 3.80 | … | … | 0.00 | 0.00 | 0.00 | 0.40 | 0.00 | 0.00 | 0.00 | 6.96 | 10.88 | 1.48 | 0.00 | 19.35 | 10.84 | 14.24 | 4.34 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASCZX (ALGER SMALLCAP GROWTH FUND ALGER SMALLCAP GROWTH FUND CLASS Z) |
-15.94%
Apr 2021 – Apr 2024 |
-7.09%
Mar 2021 – Mar 2026 |
4.40%
Mar 2015 – Mar 2025 |
6.82%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASCZX (ALGER SMALLCAP GROWTH FUND ALGER SMALLCAP GROWTH FUND CLASS Z) |
31.72%
Feb 2018 – Feb 2021 |
29.69%
Feb 2016 – Feb 2021 |
17.87%
Sep 2011 – Sep 2021 |
8.17%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart