Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGIZX (ALGER GROWTH & INCOME FUND ALGER GROWTH & INCOME FUND CLASS Z) | 9.56% | 28.39% | 21.33% | 13.59% | 14.90% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGIZX (ALGER GROWTH & INCOME FUND ALGER GROWTH & INCOME FUND CLASS Z) | 03/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.47 | 28.39 | 21.33 | 13.59 | 14.90 | NA | NA | … | … | 9.56 | 20.52 | 22.20 | 23.38 | -13.85 | 26.88 | 14.08 | 29.40 | -4.37 | 21.03 | 10.06 | 1.51 | 12.53 | 29.57 | 5.61 |
| Sharpe Ratio | NA | 2.37 | 1.37 | 0.74 | 0.77 | NA | NA | … | … | 1.78 | 1.02 | 1.57 | 1.67 | -0.72 | 2.14 | 0.40 | 2.39 | -0.36 | 3.10 | 0.76 | 0.10 | 1.15 | 2.83 | 0.59 |
| Standard Deviation(%) | NA | 12.30 | 13.96 | 15.50 | 17.30 | NA | NA | … | … | 13.94 | 17.32 | 11.82 | 11.92 | 21.44 | 12.53 | 34.72 | 11.67 | 16.15 | 6.61 | 12.91 | 15.00 | 10.92 | 10.43 | 11.56 |
| Draw Down(%) | NA | 7.84 | 17.44 | 23.04 | 34.23 | NA | NA | … | … | 7.84 | 17.44 | 7.71 | 8.19 | 21.87 | 5.63 | 34.23 | 6.49 | 17.31 | 2.51 | 10.38 | 12.15 | 7.63 | 5.65 | 8.63 |
| Yield(%) | 0.00 | 1.36 | 1.66 | 1.60 | 3.77 | 4.74 | 3.56 | … | … | 0.22 | 1.40 | 1.65 | 1.91 | 1.33 | 1.44 | 1.70 | 6.55 | 6.36 | 3.51 | 1.57 | 4.90 | 5.69 | 2.23 | 1.77 |
Data as of 06/10/2026, Common starting date is 03/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGIZX (ALGER GROWTH & INCOME FUND ALGER GROWTH & INCOME FUND CLASS Z) |
4.26%
Mar 2017 – Mar 2020 |
5.82%
Mar 2015 – Mar 2020 |
10.50%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGIZX (ALGER GROWTH & INCOME FUND ALGER GROWTH & INCOME FUND CLASS Z) |
24.27%
Sep 2022 – Sep 2025 |
17.88%
Oct 2016 – Oct 2021 |
15.34%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart