Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAICX (Alger AI Enablers & Adopters C) | NA | -5.87% | -5.80% | 0.55% | NA | NA | NA | … | … |
Data as of 08/21/2009, Common starting date is 12/18/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAICX (Alger AI Enablers & Adopters C) | 12/18/2003 | 08/21/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.87 | -5.80 | 0.55 | NA | NA | NA | … | … | -5.33 | 2.65 | -8.98 | 4.68 | 5.58 | 4.96 | 3.10 |
| Sharpe Ratio | NA | 0.51 | -0.22 | -0.05 | NA | NA | NA | … | … | -0.33 | 0.03 | -0.44 | 0.06 | 0.26 | 0.22 | 26.69 |
| Standard Deviation(%) | NA | 36.69 | 34.00 | 28.33 | NA | NA | NA | … | … | 25.49 | 51.77 | 27.55 | 22.77 | 12.92 | 18.29 | 6.04 |
| Draw Down(%) | NA | 24.26 | 37.63 | 37.63 | NA | NA | NA | … | … | 20.53 | 19.71 | 26.27 | 16.74 | 8.38 | 11.62 | 0.16 |
| Yield(%) | 0.00 | 0.00 | 0.91 | 0.77 | 0.42 | 0.28 | 0.21 | … | … | 0.00 | 1.63 | 0.00 | 1.50 | 0.46 | 0.00 | 0.31 |
Data as of 08/21/2009, Common starting date is 12/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAICX (Alger AI Enablers & Adopters C) |
-5.90%
Mar 2005 – Mar 2008 |
0.19%
Jul 2004 – Jul 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAICX (Alger AI Enablers & Adopters C) |
9.35%
Oct 2004 – Oct 2007 |
0.19%
Jul 2004 – Jul 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart