Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGIRX (ALGER MIDCAP GROWTH INSTITUTIONAL FUND ALGER MIDCAP GROWTH INSTITUTIONAL FUND CLASS R) | 6.98% | 17.97% | 16.08% | 3.63% | 12.53% | 10.91% | 8.82% | … | … |
Data as of 06/15/2026, Common starting date is 01/29/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGIRX (ALGER MIDCAP GROWTH INSTITUTIONAL FUND ALGER MIDCAP GROWTH INSTITUTIONAL FUND CLASS R) | 01/29/2003 | 06/15/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.22 | 17.97 | 16.08 | 3.63 | 12.53 | 10.91 | 8.82 | … | … | 6.98 | 18.34 | 19.38 | 22.08 | -35.57 | -48.70 | 43.03 | 29.13 | -8.18 | 28.84 | 0.82 | -1.89 | 8.86 | 35.52 | 15.64 | -8.25 | 18.62 | 50.72 | -59.02 | 34.18 | 8.99 | 9.75 | 11.53 | 44.95 |
| Sharpe Ratio | NA | 0.64 | 0.60 | 0.01 | 0.45 | NA | NA | … | … | 0.34 | 0.61 | 0.75 | 1.11 | -1.06 | -0.66 | 1.14 | 1.81 | -0.44 | 2.95 | 0.04 | -0.12 | 0.55 | 2.56 | 0.97 | -0.27 | 0.80 | 1.68 | -1.23 | 1.68 | 0.33 | 0.53 | 0.59 | 2.57 |
| Standard Deviation(%) | NA | 19.67 | 20.97 | 24.39 | 23.57 | NA | NA | … | … | 22.69 | 26.04 | 17.14 | 16.22 | 34.85 | 73.73 | 37.35 | 15.33 | 21.43 | 9.60 | 17.10 | 16.40 | 16.11 | 13.87 | 16.18 | 30.58 | 23.02 | 30.10 | 48.43 | 18.67 | 17.34 | 14.26 | 17.94 | 18.93 |
| Draw Down(%) | NA | 16.16 | 26.80 | 45.00 | 45.00 | NA | NA | … | … | 16.16 | 26.80 | 10.14 | 16.31 | 38.11 | 59.14 | 33.99 | 10.64 | 28.10 | 4.05 | 18.56 | 17.55 | 12.82 | 7.03 | 12.10 | 30.66 | 19.77 | 20.20 | 68.31 | 11.52 | 19.13 | 9.34 | 18.96 | 6.71 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 9.98 | 14.96 | 14.44 | 11.15 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 52.70 | 19.66 | 11.34 | 7.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 21.56 | 8.28 | 11.45 | 1.64 | 0.00 |
Data as of 06/15/2026, Common starting date is 01/29/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGIRX (ALGER MIDCAP GROWTH INSTITUTIONAL FUND ALGER MIDCAP GROWTH INSTITUTIONAL FUND CLASS R) |
-19.71%
Feb 2006 – Feb 2009 |
-8.43%
Feb 2004 – Feb 2009 |
3.35%
Jan 2006 – Jan 2016 |
4.51%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGIRX (ALGER MIDCAP GROWTH INSTITUTIONAL FUND ALGER MIDCAP GROWTH INSTITUTIONAL FUND CLASS R) |
30.88%
Dec 2018 – Dec 2021 |
24.79%
Oct 2016 – Oct 2021 |
17.75%
Sep 2011 – Sep 2021 |
13.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart