It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
ALSAX: ALGER SMALLCAP GROWTH FUND ALGER SMALLCAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 12.06 0.69(5.41%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (53%) |
| Start Date: | 06/26/1997 |
| Last Dividend Date: | 12/14/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.84% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.0 | 7.1 | 25.6 | 11.2 | -4.4 | 9.1 | 7.7 | 7.3 | 5.6 | 7.4 | 9.4 | 16.3 | -37.5 | -12.8 | 63.1 | 28.5 | 1.9 | 28.3 | 5.6 | -3.1 | 0.0 | 33.9 | 12.0 | -2.7 | 25.3 | 44.4 | -46.0 | 16.0 | 19.0 | 16.1 | 15.7 | 42.8 | -27.5 | -31.3 | -28.8 | 32.7 | 10.8 | 9.6 |
| Sharpe Ratio | NA | 0.51 | 0.94 | 0.33 | -0.26 | 0.3 | NA | NA | 0.16 | 0.26 | 0.14 | 0.63 | -1.09 | -0.5 | 1.87 | 1.43 | 0.02 | 2.19 | 0.28 | -0.18 | 0.0 | 2.22 | 0.68 | -0.09 | 1.12 | 1.52 | -1.12 | 0.7 | 0.92 | 0.91 | 0.86 | 2.22 | -1.05 | -1.16 | -0.77 | 1.22 | 0.32 | 0.72 |
| Draw Down(%) | NA | 19.2 | 19.2 | 34.4 | 55.0 | 57.7 | NA | NA | 75.9 | 31.6 | 11.4 | 17.9 | 39.2 | 29.6 | 30.9 | 10.4 | 30.3 | 4.9 | 20.8 | 16.6 | 18.5 | 7.0 | 13.3 | 30.8 | 18.4 | 21.5 | 57.6 | 9.5 | 15.5 | 9.9 | 18.4 | 11.5 | 37.1 | 44.6 | 50.2 | 13.3 | 34.3 | 15.7 |
| Standard Deviation(%) | NA | 28.9 | 24.6 | 24.0 | 26.5 | 25.0 | NA | NA | 25.0 | 27.9 | 20.6 | 19.2 | 35.8 | 25.8 | 33.4 | 19.0 | 24.0 | 12.7 | 19.3 | 17.9 | 18.7 | 15.3 | 17.8 | 32.1 | 22.6 | 29.0 | 41.6 | 18.8 | 17.3 | 15.3 | 17.3 | 18.9 | 27.2 | 29.4 | 42.8 | 24.1 | 23.1 | 22.0 |
| Treynor Ratio | NA | 0.12 | 0.2 | 0.07 | -0.06 | 0.07 | NA | NA | 0.04 | 0.07 | 0.03 | 0.13 | -0.36 | -0.12 | 0.76 | 0.24 | 0.0 | 0.24 | 0.05 | -0.03 | 0.0 | 0.33 | 0.12 | -0.03 | 0.27 | 0.5 | -0.49 | 0.13 | 0.16 | 0.14 | 0.16 | 0.45 | -0.29 | -0.31 | -0.3 | 0.25 | 0.08 | 0.0 |
| Alpha | NA | -0.07 | -0.02 | -0.02 | -0.04 | -0.01 | NA | NA | -0.01 | 0.0 | -0.02 | -0.01 | -0.04 | -0.07 | 0.09 | -0.02 | 0.04 | 0.01 | -0.02 | 0.0 | -0.02 | -0.02 | -0.02 | 0.0 | -0.01 | 0.02 | -0.05 | 0.02 | 0.02 | 0.03 | 0.0 | 0.01 | -0.06 | -0.14 | -0.11 | 0.04 | 0.04 | NA |
| Beta | NA | 1.21 | 1.15 | 1.08 | 1.07 | 1.02 | NA | NA | 1.0 | 1.1 | 1.05 | 0.94 | 1.07 | 1.08 | 0.82 | 1.12 | 1.2 | 1.15 | 1.06 | 1.08 | 1.16 | 1.03 | 1.02 | 0.99 | 0.93 | 0.88 | 0.95 | 1.0 | 0.99 | 1.0 | 0.91 | 0.93 | 0.99 | 1.09 | 1.1 | 1.16 | 0.89 | NA |
| RSquared | NA | 0.9 | 0.88 | 0.9 | 0.9 | 0.88 | NA | NA | 0.88 | 0.91 | 0.9 | 0.93 | 0.97 | 0.77 | 0.87 | 0.87 | 0.93 | 0.86 | 0.91 | 0.93 | 0.94 | 0.95 | 0.96 | 0.99 | 0.98 | 0.98 | 0.97 | 0.95 | 0.95 | 0.95 | 0.94 | 0.91 | 0.83 | 0.88 | 0.84 | 0.56 | 0.72 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.2 | 11.1 | 1.5 | 0.0 | 19.6 | 10.9 | 14.3 | 4.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 17.1 | 19.2 | 10.7 | 5.5 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -42.8 | 835.1 | N/A | -100.0 | 60.5 | -12.8 | 262.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 0.9 | 77.0 | 101.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 1.89% (99%)
- IWO (iShares Russell 2000 Growth ETF) 4.34% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 1.56% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 4.03% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 4.27% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 2.08% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 3.72% (23%)
Latest Articles Related to ALSAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
