Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASIRX (ALGER SMALLCAP GROWTH INSTITUTIONAL FUND ALGER SMALLCAP GROWTH INSTITUTIONAL FUND CLASS R) | 3.39% | 20.22% | 7.70% | -5.30% | 8.72% | 7.61% | 6.88% | … | … |
Data as of 06/05/2026, Common starting date is 01/29/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASIRX (ALGER SMALLCAP GROWTH INSTITUTIONAL FUND ALGER SMALLCAP GROWTH INSTITUTIONAL FUND CLASS R) | 01/29/2003 | 06/05/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.24 | 20.22 | 7.70 | -5.30 | 8.72 | 7.61 | 6.88 | … | … | 3.39 | 4.25 | 7.26 | 14.26 | -38.41 | -4.70 | 64.09 | 29.27 | -0.31 | 27.79 | 6.62 | -2.85 | -0.30 | 33.89 | 12.08 | -3.20 | 25.01 | 43.13 | -46.18 | 14.93 | 17.09 | 15.44 | 15.89 | 41.89 |
| Sharpe Ratio | NA | 1.03 | 0.29 | -0.21 | 0.28 | NA | NA | … | … | 0.63 | 0.05 | 0.18 | 0.57 | -1.13 | -0.09 | 1.85 | 1.44 | -0.07 | 2.20 | 0.33 | -0.16 | -0.02 | 2.22 | 0.68 | -0.10 | 1.11 | 1.51 | -1.16 | 0.64 | 0.82 | 0.87 | 0.87 | 2.45 |
| Standard Deviation(%) | NA | 24.58 | 23.20 | 32.26 | 28.29 | NA | NA | … | … | 28.59 | 26.82 | 19.86 | 18.68 | 35.37 | 50.06 | 34.42 | 19.31 | 23.93 | 12.37 | 19.48 | 18.10 | 18.77 | 15.24 | 17.71 | 31.97 | 22.55 | 28.57 | 40.62 | 18.47 | 16.84 | 15.20 | 17.23 | 18.48 |
| Draw Down(%) | NA | 21.30 | 34.23 | 58.10 | 58.10 | NA | NA | … | … | 21.30 | 31.19 | 11.75 | 17.80 | 39.92 | 26.52 | 31.60 | 10.73 | 30.16 | 4.54 | 20.69 | 16.75 | 18.86 | 7.09 | 13.09 | 30.42 | 18.33 | 21.04 | 57.12 | 9.55 | 15.61 | 10.18 | 18.54 | 7.52 |
| Yield(%) | 0.00 | 4.65 | 2.14 | 5.26 | 11.65 | 8.95 | 8.45 | … | … | 0.00 | 4.14 | 1.56 | 0.00 | 0.00 | 24.16 | 10.47 | 26.73 | 15.92 | 4.15 | 0.00 | 35.90 | 19.79 | 22.76 | 12.91 | 4.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/29/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASIRX (ALGER SMALLCAP GROWTH INSTITUTIONAL FUND ALGER SMALLCAP GROWTH INSTITUTIONAL FUND CLASS R) |
-16.00%
Feb 2006 – Feb 2009 |
-7.83%
Mar 2021 – Mar 2026 |
3.81%
Feb 2006 – Feb 2016 |
5.64%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASIRX (ALGER SMALLCAP GROWTH INSTITUTIONAL FUND ALGER SMALLCAP GROWTH INSTITUTIONAL FUND CLASS R) |
30.87%
Feb 2018 – Feb 2021 |
29.07%
Feb 2016 – Feb 2021 |
17.38%
Sep 2011 – Sep 2021 |
12.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart