Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAIZX (Alger AI Enablers & Adopters Z) | 20.39% | 53.17% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/05/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAIZX (Alger AI Enablers & Adopters Z) | 04/05/2024 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.85 | 53.17 | NA | NA | NA | NA | NA | … | … | 20.39 | 41.01 | 30.76 |
| Sharpe Ratio | NA | 2.21 | NA | NA | NA | NA | NA | … | … | 1.90 | 1.22 | 1.76 |
| Standard Deviation(%) | NA | 23.04 | NA | NA | NA | NA | NA | … | … | 25.73 | 31.29 | 22.94 |
| Draw Down(%) | NA | 17.46 | NA | NA | NA | NA | NA | … | … | 14.73 | 29.00 | 15.86 |
| Yield(%) | 0.00 | 7.55 | 4.52 | 2.71 | 1.36 | 0.90 | 0.68 | … | … | 0.00 | 8.28 | 2.84 |
Data as of 06/08/2026, Common starting date is 04/05/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAIZX (Alger AI Enablers & Adopters Z) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAIZX (Alger AI Enablers & Adopters Z) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart