Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SPEGX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS A) | 9.18% | 14.69% | 19.87% | 13.23% | 13.79% | 13.45% | NA | 10.41% |
Data as of 07/22/2025, AR inception is 01/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPEGX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS A) | 01/17/2007 | 07/22/2025 |
| 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 14.69 | 19.87 | 13.23 | 13.79 | 13.45 | NA | 10.41 | 9.18 | 20.76 | 32.80 | -31.35 | 14.26 | 26.47 | 33.91 | -1.67 | 27.44 | 1.99 | 2.47 | 4.79 | 34.74 | 14.88 | -5.23 | 9.55 | 39.47 | -46.08 | 22.17 |
| Sharpe Ratio | NA | 0.52 | 0.87 | 0.53 | 0.58 | NA | NA | 0.43 | 0.53 | 0.79 | 1.80 | -1.08 | 0.82 | 0.73 | 2.22 | -0.14 | 3.23 | 0.14 | 0.16 | 0.37 | 2.98 | 1.11 | -0.23 | 0.49 | 1.58 | -1.28 | 1.16 |
| Standard Deviation(%) | NA | 25.50 | 21.51 | 21.94 | 21.20 | NA | NA | 21.09 | 29.83 | 17.97 | 15.99 | 30.46 | 17.43 | 35.81 | 14.63 | 20.92 | 8.34 | 12.89 | 15.34 | 13.07 | 11.64 | 13.52 | 22.97 | 19.18 | 24.85 | 36.53 | 17.55 |
| Draw Down(%) | NA | 24.92 | 24.92 | 36.33 | 36.33 | NA | NA | 58.01 | 24.92 | 12.80 | 10.26 | 35.03 | 14.16 | 30.32 | 8.28 | 23.11 | 2.84 | 11.87 | 13.44 | 9.47 | 5.26 | 10.04 | 20.57 | 16.21 | 22.92 | 54.83 | 10.31 |
| Yield(%) | 0.00 | 4.48 | 3.59 | 5.61 | 7.61 | 9.35 | 6.29 | 6.99 | 0.00 | 5.44 | 3.90 | 0.56 | 9.78 | 9.03 | 9.37 | 6.41 | 16.98 | 4.07 | 1.39 | 2.88 | 4.63 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/22/2025, AR inception is 01/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPEGX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS A) |
-8.69%
Jun 2007 - Jun 2010 |
-3.30%
Oct 2007 - Oct 2012 |
4.90%
Oct 2007 - Oct 2017 |
6.45%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPEGX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS A) |
31.19%
Dec 2018 - Dec 2021 |
23.52%
Oct 2016 - Oct 2021 |
16.97%
Dec 2011 - Dec 2021 |
15.07%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart