Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ALARX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS I) | 16.85% | 43.66% | 30.95% | 17.07% | 16.35% | 16.77% | 14.18% | 12.36% |
Data as of 07/25/2025, AR inception is 04/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALARX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS I) | 04/15/1998 | 07/25/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 43.66 | 30.95 | 17.07 | 16.35 | 16.77 | 14.18 | 12.36 | 16.85 | 32.76 | 32.00 | -39.12 | -1.34 | 21.04 | 33.13 | -0.82 | 31.11 | 0.46 | 6.36 | 13.62 | 35.08 | 18.19 | -0.91 | 13.48 | 49.12 | -43.89 | 31.63 | 18.23 | 15.06 | 8.03 | 34.24 | -34.42 | -16.86 | -25.89 | 88.82 | 40.87 |
| Sharpe Ratio | NA | 1.35 | 1.12 | 0.55 | 0.60 | NA | NA | 0.45 | 0.83 | 1.08 | 1.45 | -1.20 | -0.05 | 0.54 | 2.11 | -0.10 | 3.30 | 0.02 | 0.39 | 0.97 | 2.84 | 1.30 | -0.04 | 0.71 | 1.96 | -1.21 | 1.68 | 1.06 | 1.12 | 0.40 | 1.70 | -1.43 | -0.74 | -0.68 | 2.76 | 1.94 |
| Standard Deviation(%) | NA | 29.98 | 24.56 | 27.61 | 24.51 | NA | NA | 24.07 | 34.89 | 24.28 | 19.30 | 33.88 | 26.51 | 38.25 | 15.01 | 21.63 | 9.27 | 14.44 | 16.41 | 14.03 | 12.36 | 14.08 | 24.75 | 18.78 | 25.08 | 36.91 | 17.07 | 14.21 | 11.50 | 17.83 | 19.72 | 24.77 | 26.37 | 43.94 | 31.01 | 29.84 |
| Draw Down(%) | NA | 27.77 | 27.77 | 46.86 | 46.86 | NA | NA | 69.27 | 27.77 | 15.34 | 11.43 | 40.72 | 24.50 | 29.59 | 8.54 | 22.19 | 3.07 | 13.90 | 14.03 | 9.85 | 6.84 | 10.91 | 21.43 | 17.55 | 18.30 | 52.54 | 9.98 | 13.39 | 6.42 | 18.66 | 9.83 | 36.02 | 34.82 | 45.17 | 16.40 | 24.95 |
| Yield(%) | 0.00 | 14.26 | 10.84 | 11.76 | 12.46 | 16.67 | 17.28 | 15.84 | 0.00 | 17.63 | 10.76 | 2.36 | 19.42 | 19.79 | 12.47 | 10.79 | 8.21 | 0.75 | 7.62 | 12.53 | 14.91 | 5.05 | 3.63 | 0.00 | 0.25 | 0.00 | 0.00 | 0.00 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 1.27 | 2.83 | 31.66 |
Data as of 07/25/2025, AR inception is 04/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALARX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS I) |
-28.92%
Feb 2000 - Feb 2003 |
-13.15%
Mar 2000 - Mar 2005 |
-2.69%
Feb 2000 - Feb 2010 |
3.31%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALARX (ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS I) |
32.36%
Jun 2022 - Jun 2025 |
24.99%
Feb 2009 - Feb 2014 |
19.29%
Sep 2011 - Sep 2021 |
17.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart