Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGFCX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS C) | 4.28% | 22.08% | 20.24% | 10.61% | 15.22% | 13.15% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGFCX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS C) | 10/02/2008 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.25 | 22.08 | 20.24 | 10.61 | 15.22 | 13.15 | NA | … | … | 4.28 | 20.95 | 24.77 | 35.68 | -31.31 | 23.20 | 34.73 | 32.80 | -2.38 | 26.29 | 1.30 | 1.67 | 3.94 | 33.59 | 13.87 | -5.81 | 8.77 | 38.35 | -20.46 |
| Sharpe Ratio | NA | 1.43 | 0.95 | 0.41 | 0.65 | NA | NA | … | … | 0.80 | 0.74 | 1.23 | 2.05 | -1.08 | 1.41 | 0.97 | 2.14 | -0.18 | 3.08 | 0.08 | 0.11 | 0.30 | 2.89 | 1.03 | -0.26 | 0.45 | 1.54 | -1.02 |
| Standard Deviation(%) | NA | 17.38 | 19.69 | 21.70 | 21.29 | NA | NA | … | … | 19.80 | 24.44 | 17.25 | 15.74 | 30.31 | 16.45 | 35.21 | 14.64 | 20.95 | 8.35 | 12.91 | 15.34 | 13.05 | 11.60 | 13.49 | 22.89 | 19.13 | 24.85 | 59.63 |
| Draw Down(%) | NA | 14.67 | 25.05 | 36.73 | 36.73 | NA | NA | … | … | 13.45 | 25.05 | 12.86 | 10.44 | 35.35 | 8.39 | 30.41 | 8.32 | 23.30 | 2.95 | 11.91 | 13.43 | 9.58 | 5.32 | 10.30 | 20.92 | 16.40 | 22.97 | 33.40 |
| Yield(%) | 0.00 | 11.39 | 8.51 | 6.54 | 10.52 | 10.79 | 9.28 | … | … | 0.00 | 11.72 | 6.54 | 4.62 | 0.66 | 11.26 | 10.21 | 10.40 | 7.01 | 18.21 | 4.32 | 1.47 | 3.01 | 4.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGFCX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS C) |
2.30%
Dec 2013 – Dec 2016 |
5.71%
Dec 2013 – Dec 2018 |
8.72%
Mar 2010 – Mar 2020 |
10.53%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGFCX (ALGER RESPONSIBLE INVESTING FUND ALGER RESPONSIBLE INVESTING FUND CLASS C) |
30.14%
Dec 2018 – Dec 2021 |
22.57%
Oct 2016 – Oct 2021 |
16.04%
Dec 2011 – Dec 2021 |
14.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
