Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASIMX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS I) | 6.66% | 14.69% | 8.65% | -3.38% | 10.22% | 9.24% | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.92 | 14.69 | 8.65 | -3.38 | 10.22 | 9.24 | NA | … | … | 6.66 | 3.48 | 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 | 0.48 | 0.23 | -0.22 | 0.31 | NA | NA | … | … | 0.25 | 0.03 | 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 | 21.70 | 22.70 | 28.83 | 26.97 | NA | NA | … | … | 25.95 | 24.63 | 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 | 20.92 | 29.63 | 53.60 | 53.60 | NA | NA | … | … | 20.92 | 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 | 3.82 | 8.87 | 8.73 | 6.85 | … | … | 0.00 | 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 06/04/2026, Common starting date 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 |
-6.12%
Mar 2021 – Mar 2026 |
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