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ACAYX: ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND CLASS Y (MUTUAL FUND)
Basic Info 63.25 3.24(4.87%) June 05
| Asset Class: | Large Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/01/2017 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 7.71% |
| Expenses | 0.85% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 03/01/2017 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.9 | 10.3 | 36.6 | 36.1 | 17.4 | 19.8 | 32.3 | 50.0 | 43.4 | -36.6 | 18.8 | 42.0 | 33.7 | -0.4 | 18.9 |
| Sharpe Ratio | NA | 0.95 | 1.56 | 1.38 | 0.54 | 0.71 | 1.0 | 2.25 | 2.32 | -1.12 | 0.59 | 1.18 | 2.14 | -0.08 | 2.31 |
| Draw Down(%) | NA | 16.4 | 18.5 | 27.7 | 46.4 | 46.4 | 27.7 | 14.7 | 11.3 | 38.3 | 17.8 | 29.6 | 8.5 | 22.1 | 3.1 |
| Standard Deviation(%) | NA | 24.4 | 21.8 | 23.7 | 27.7 | 25.5 | 29.5 | 20.6 | 17.3 | 34.1 | 31.6 | 35.2 | 15.0 | 21.6 | 9.6 |
| Treynor Ratio | NA | 0.15 | 0.22 | 0.23 | 0.11 | 0.15 | 0.21 | 0.31 | 0.33 | -0.29 | 0.12 | 0.45 | 0.28 | -0.01 | 0.18 |
| Alpha | NA | -0.02 | -0.01 | 0.02 | 0.01 | 0.01 | 0.03 | 0.04 | 0.04 | -0.07 | -0.07 | 0.08 | -0.01 | 0.02 | 0.01 |
| Beta | NA | 1.58 | 1.54 | 1.44 | 1.38 | 1.18 | 1.43 | 1.48 | 1.22 | 1.29 | 1.52 | 0.93 | 1.14 | 1.21 | 1.21 |
| RSquared | NA | 0.82 | 0.75 | 0.82 | 0.71 | 0.74 | 0.82 | 0.82 | 0.85 | 0.85 | 0.39 | 0.84 | 0.9 | 0.91 | 0.71 |
| Yield(%) | N/A | 0.0 | 7.7 | 12.6 | 9.4 | N/A | 8.2 | 16.9 | 10.4 | 2.3 | 19.0 | 19.5 | 12.4 | 10.8 | 7.5 |
| Dividend Growth(%) | N/A | -100.0 | -33.6 | -23.1 | N/A | N/A | -33.6 | 114.2 | 174.0 | -87.8 | 15.2 | 94.6 | 0.5 | 62.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2017
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