Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATVPX (ALGER 35 FUND CLASS P) | 15.11% | 42.55% | 38.03% | 14.86% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATVPX (ALGER 35 FUND CLASS P) | 04/03/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.07 | 42.55 | 38.03 | 14.86 | NA | NA | NA | … | … | 15.11 | 32.51 | 51.30 | 31.41 | -36.36 | 10.91 | 68.05 | 30.56 | -3.01 |
| Sharpe Ratio | NA | 2.23 | 1.47 | 0.40 | NA | NA | NA | … | … | 2.02 | 0.99 | 2.04 | 1.43 | -1.12 | 0.22 | 1.93 | 1.82 | -0.24 |
| Standard Deviation(%) | NA | 22.20 | 25.13 | 33.12 | NA | NA | NA | … | … | 24.67 | 29.94 | 23.41 | 19.56 | 33.71 | 50.53 | 34.87 | 15.94 | 22.49 |
| Draw Down(%) | NA | 16.74 | 28.19 | 53.35 | NA | NA | NA | … | … | 15.78 | 28.19 | 15.91 | 18.14 | 38.32 | 28.25 | 27.63 | 8.35 | 24.46 |
| Yield(%) | 0.00 | 21.64 | 13.45 | 9.90 | 12.65 | 8.43 | 6.33 | … | … | 0.00 | 22.64 | 0.47 | 0.00 | 0.01 | 29.53 | 24.19 | 0.22 | 1.17 |
Data as of 06/05/2026, Common starting date is 04/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATVPX (ALGER 35 FUND CLASS P) |
-3.46%
Oct 2020 – Oct 2023 |
6.77%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATVPX (ALGER 35 FUND CLASS P) |
40.56%
May 2023 – May 2026 |
19.03%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart