Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ASMZX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS Z) | -2.80% | 7.49% | 6.82% | 1.75% | 8.67% | NA | NA | 9.90% |
Data as of 07/09/2025, AR inception is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASMZX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS Z) | 12/30/2010 | 07/09/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.91 | 7.49 | 6.82 | 1.75 | 8.67 | NA | NA | 9.90 | -2.80 | 14.03 | 11.69 | -37.90 | -13.77 | 50.53 | 39.62 | -3.81 | 38.65 | 3.73 | -1.11 | 4.97 | 32.88 | 14.43 | -3.74 | -0.50 |
| Sharpe Ratio | NA | 0.11 | 0.15 | -0.01 | 0.26 | NA | NA | 0.34 | -0.37 | 0.36 | 0.36 | -1.16 | -0.42 | 1.27 | 2.06 | -0.22 | 2.91 | 0.18 | -0.07 | 0.30 | 2.33 | 0.85 | -0.12 | NA |
| Standard Deviation(%) | NA | 25.91 | 24.25 | 28.79 | 26.68 | NA | NA | 24.77 | 28.80 | 20.96 | 20.74 | 34.04 | 32.47 | 39.45 | 18.52 | 23.80 | 13.14 | 19.21 | 17.08 | 16.45 | 14.10 | 17.10 | 30.40 | 0.00 |
| Draw Down(%) | NA | 29.48 | 29.48 | 52.75 | 52.75 | NA | NA | 52.75 | 29.18 | 10.90 | 21.20 | 42.03 | 32.68 | 40.93 | 14.26 | 31.37 | 6.22 | 18.66 | 16.95 | 14.48 | 6.17 | 12.32 | 29.40 | 0.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 6.03 | 8.45 | 9.22 | 6.92 | 9.88 | 0.00 | 0.00 | 0.00 | 0.00 | 19.51 | 6.45 | 5.09 | 8.20 | 14.77 | 11.33 | 34.54 | 13.66 | 17.60 | 4.73 | 0.00 | 0.00 |
Data as of 07/09/2025, AR inception is 12/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMZX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS Z) |
-13.07%
Oct 2021 - Oct 2024 |
1.74%
Jun 2020 - Jun 2025 |
7.24%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMZX (ALGER SMIDCAP FOCUS FUND ALGER SMIDCAP FOCUS FUND CLASS Z) |
32.60%
Dec 2018 - Dec 2021 |
29.39%
Oct 2016 - Oct 2021 |
19.84%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart