Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIFAX (Alger AI Enablers & Adopters A) | 20.27% | 52.79% | 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 |
|---|---|---|
| AIFAX (Alger AI Enablers & Adopters A) | 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 (%) | -5.88 | 52.79 | NA | NA | NA | NA | NA | … | … | 20.27 | 40.64 | 30.47 |
| Sharpe Ratio | NA | 2.19 | NA | NA | NA | NA | NA | … | … | 1.88 | 1.21 | 1.73 |
| Standard Deviation(%) | NA | 23.05 | NA | NA | NA | NA | NA | … | … | 25.76 | 31.25 | 22.98 |
| Draw Down(%) | NA | 17.59 | NA | NA | NA | NA | NA | … | … | 14.75 | 29.01 | 15.87 |
| Yield(%) | 0.00 | 7.58 | 4.52 | 2.71 | 1.36 | 0.90 | 0.68 | … | … | 0.00 | 8.30 | 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 |
|---|---|---|---|---|
| AIFAX (Alger AI Enablers & Adopters A) |
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 |
|---|---|---|---|---|
| AIFAX (Alger AI Enablers & Adopters A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart