Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALGYX (ALGER CAPITAL APPRECIATION FOCUS FUND CLASS Y) | 7.29% | 35.95% | 37.37% | 18.49% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALGYX (ALGER CAPITAL APPRECIATION FOCUS FUND CLASS Y) | 03/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.33 | 35.95 | 37.37 | 18.49 | NA | NA | NA | … | … | 7.29 | 40.14 | 52.28 | 44.68 | -35.72 | 20.40 | 46.20 | 34.29 | 1.68 | 22.19 |
| Sharpe Ratio | NA | 1.78 | 1.54 | 0.65 | NA | NA | NA | … | … | 1.02 | 1.27 | 2.40 | 2.43 | -1.14 | 0.77 | 1.29 | 2.16 | 0.01 | 2.67 |
| Standard Deviation(%) | NA | 21.88 | 23.54 | 26.08 | NA | NA | NA | … | … | 24.18 | 29.47 | 20.31 | 17.05 | 32.67 | 26.45 | 35.33 | 15.22 | 21.92 | 9.91 |
| Draw Down(%) | NA | 17.44 | 26.92 | 43.18 | NA | NA | NA | … | … | 16.06 | 26.92 | 14.23 | 11.78 | 37.60 | 13.99 | 29.38 | 8.84 | 22.22 | 3.30 |
| Yield(%) | 0.00 | 8.83 | 5.65 | 5.31 | 8.64 | 5.76 | 4.32 | … | … | 0.00 | 9.68 | 0.00 | 0.18 | 0.06 | 14.58 | 8.32 | 2.91 | 5.28 | 4.53 |
Data as of 06/10/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGYX (ALGER CAPITAL APPRECIATION FOCUS FUND CLASS Y) |
2.24%
Sep 2020 – Sep 2023 |
9.09%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGYX (ALGER CAPITAL APPRECIATION FOCUS FUND CLASS Y) |
45.62%
Dec 2022 – Dec 2025 |
22.82%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart