Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASYMX (Alger Weatherbie Specialized Growth Fund Class Y) | 6.93% | 15.31% | 9.16% | -2.96% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASYMX (Alger Weatherbie Specialized Growth Fund Class Y) | 08/31/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.97 | 15.31 | 9.16 | -2.96 | NA | NA | NA | … | … | 6.93 | 3.97 | 14.13 | 11.76 | -37.87 | -14.31 | 50.48 | 39.73 | -3.75 | 12.00 |
| Sharpe Ratio | NA | 0.51 | 0.26 | -0.21 | NA | NA | NA | … | … | 0.27 | 0.05 | 0.36 | 0.36 | -1.14 | -0.43 | 1.27 | 2.07 | -0.21 | 3.89 |
| Standard Deviation(%) | NA | 21.77 | 22.72 | 28.80 | NA | NA | NA | … | … | 25.94 | 24.61 | 20.99 | 20.78 | 34.39 | 32.97 | 39.43 | 18.54 | 23.84 | 10.36 |
| Draw Down(%) | NA | 20.91 | 29.52 | 53.02 | NA | NA | NA | … | … | 20.91 | 29.21 | 10.86 | 21.19 | 42.04 | 33.14 | 40.91 | 14.27 | 31.38 | 4.16 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.76 | 6.79 | 4.53 | 3.40 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 20.08 | 6.63 | 5.23 | 8.43 | 12.36 |
Data as of 06/04/2026, Common starting date is 08/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASYMX (Alger Weatherbie Specialized Growth Fund Class Y) |
-13.02%
Oct 2021 – Oct 2024 |
-5.72%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASYMX (Alger Weatherbie Specialized Growth Fund Class Y) |
32.70%
Dec 2018 – Dec 2021 |
10.16%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart