Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALGBX (Alger Growth & Income Fund Class B) | NA | 8.97% | 11.43% | 1.48% | 3.72% | 5.29% | NA | … | … |
Data as of 06/15/2012, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALGBX (Alger Growth & Income Fund Class B) | 06/21/1996 | 06/15/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 8.97 | 11.43 | 1.48 | 3.72 | 5.29 | NA | … | … | 5.42 | 3.95 | 8.69 | 27.34 | -31.98 | 11.47 | 3.61 | 7.26 | 3.79 | 21.47 | -17.60 | -3.40 | -5.04 | 25.64 | 32.51 | 18.86 | 4.16 |
| Sharpe Ratio | NA | 0.44 | 0.80 | 0.06 | 0.20 | NA | NA | … | … | 1.17 | 0.19 | 0.94 | 2.08 | -1.39 | 0.85 | 0.03 | 0.62 | 0.28 | 1.84 | -1.34 | -0.48 | -0.52 | 1.47 | 1.81 | -2.50 | 0.47 |
| Standard Deviation(%) | NA | 20.37 | 14.17 | 16.57 | 13.92 | NA | NA | … | … | 10.47 | 20.37 | 9.11 | 13.07 | 23.54 | 10.00 | 9.38 | 8.15 | 10.11 | 11.32 | 13.95 | 12.11 | 17.51 | 15.23 | 16.17 | 14.51 | 9.68 |
| Draw Down(%) | NA | 15.56 | 15.56 | 41.05 | 41.05 | NA | NA | … | … | 8.82 | 15.56 | 9.28 | 12.19 | 39.39 | 6.04 | 10.26 | 4.87 | 11.58 | 6.38 | 20.73 | 16.45 | 16.37 | 8.68 | 18.49 | 9.22 | 7.05 |
| Yield(%) | 0.00 | 0.08 | 0.96 | 0.71 | 0.70 | 2.80 | 2.51 | … | … | 0.08 | 0.00 | 1.45 | 1.17 | 0.77 | 0.60 | 0.57 | 0.25 | 0.27 | 0.21 | 0.83 | 1.30 | 0.88 | 9.20 | 7.32 | 15.89 | 2.90 |
Data as of 06/15/2012, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGBX (Alger Growth & Income Fund Class B) |
-11.20%
Mar 2000 – Mar 2003 |
-4.39%
Feb 2004 – Feb 2009 |
-0.94%
Feb 1999 – Feb 2009 |
4.99%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGBX (Alger Growth & Income Fund Class B) |
29.08%
Mar 1997 – Mar 2000 |
14.71%
Jul 1996 – Jul 2001 |
7.97%
Mar 1997 – Mar 2007 |
6.37%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart