Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ASIMX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS I) | -4.32% | 2.46% | 5.96% | 1.86% | 7.90% | 10.42% | NA | 7.71% |
Data as of 07/11/2025, AR inception is 08/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASIMX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS I) | 08/09/2007 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 2.46 | 5.96 | 1.86 | 7.90 | 10.42 | NA | 7.71 | -4.32 | 13.70 | 11.28 | -38.11 | -14.97 | 49.79 | 39.21 | -4.16 | 38.16 | 3.61 | -1.57 | 4.59 | 32.39 | 14.10 | -3.91 | 23.41 | 44.33 | -48.56 | 8.71 |
| Sharpe Ratio | NA | -0.03 | 0.11 | -0.03 | 0.25 | NA | NA | 0.25 | -0.39 | 0.34 | 0.34 | -1.17 | -0.45 | 1.25 | 2.04 | -0.23 | 2.89 | 0.18 | -0.09 | 0.28 | 2.29 | 0.83 | -0.13 | 1.09 | 1.57 | -1.23 | 1.00 |
| Standard Deviation(%) | NA | 25.95 | 24.19 | 29.13 | 26.86 | NA | NA | 25.96 | 28.60 | 20.88 | 20.85 | 33.96 | 33.22 | 39.43 | 18.56 | 23.83 | 13.07 | 19.25 | 17.12 | 16.49 | 14.12 | 17.11 | 30.43 | 21.39 | 28.22 | 40.27 | 21.20 |
| Draw Down(%) | NA | 29.63 | 29.63 | 53.60 | 53.60 | NA | NA | 59.90 | 29.26 | 10.95 | 21.52 | 42.11 | 33.45 | 40.96 | 14.26 | 31.43 | 6.21 | 18.62 | 17.03 | 14.62 | 6.17 | 12.33 | 29.44 | 18.26 | 19.03 | 58.26 | 9.34 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 6.50 | 8.31 | 11.48 | 6.85 | 8.06 | 0.00 | 0.00 | 0.00 | 0.00 | 20.38 | 6.70 | 5.26 | 8.43 | 15.09 | 11.53 | 34.75 | 13.69 | 17.56 | 4.70 | 0.00 | 0.00 | 0.00 | 0.00 | 1.61 |
Data as of 07/11/2025, AR inception is 08/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASIMX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS I) |
-13.38%
Oct 2021 - Oct 2024 |
-1.20%
Oct 2007 - Oct 2012 |
5.99%
Oct 2007 - Oct 2017 |
6.81%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASIMX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS I) |
32.20%
Dec 2018 - Dec 2021 |
28.98%
Oct 2016 - Oct 2021 |
19.46%
Sep 2011 - Sep 2021 |
13.38%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart