Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALSAX (ALGER SMALLCAP GROWTH FUND ALGER SMALLCAP GROWTH FUND CLASS A) | 7.10% | 25.63% | 11.21% | -4.77% | 9.01% | 7.88% | 7.26% | … | … |
Data as of 06/05/2026, Common starting date is 06/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALSAX (ALGER SMALLCAP GROWTH FUND ALGER SMALLCAP GROWTH FUND CLASS A) | 06/26/1997 | 06/05/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.98 | 25.63 | 11.21 | -4.77 | 9.01 | 7.88 | 7.26 | … | … | 7.10 | 7.44 | 9.39 | 16.30 | -37.53 | -12.76 | 63.11 | 28.46 | 1.85 | 28.32 | 5.56 | -3.11 | 0.04 | 33.94 | 12.00 | -2.71 | 25.30 | 44.36 | -45.96 | 15.98 | 19.01 | 16.14 | 15.72 | 42.81 | -27.48 | -31.29 | -28.79 | 32.73 | 10.76 | 9.56 |
| Sharpe Ratio | NA | 0.94 | 0.33 | -0.26 | 0.30 | NA | NA | … | … | 0.51 | 0.26 | 0.14 | 0.63 | -1.09 | -0.50 | 1.87 | 1.43 | 0.02 | 2.19 | 0.28 | -0.18 | 0.00 | 2.22 | 0.68 | -0.09 | 1.12 | 1.52 | -1.12 | 0.70 | 0.92 | 0.91 | 0.86 | 2.22 | -1.05 | -1.16 | -0.77 | 1.22 | 0.32 | 0.72 |
| Standard Deviation(%) | NA | 24.55 | 23.98 | 26.54 | 24.96 | NA | NA | … | … | 28.92 | 27.86 | 20.64 | 19.17 | 35.82 | 25.78 | 33.38 | 18.96 | 23.95 | 12.72 | 19.35 | 17.89 | 18.66 | 15.27 | 17.84 | 32.15 | 22.55 | 29.05 | 41.63 | 18.75 | 17.26 | 15.26 | 17.28 | 18.94 | 27.17 | 29.38 | 42.77 | 24.13 | 23.06 | 21.95 |
| Draw Down(%) | NA | 19.20 | 34.35 | 55.02 | 57.75 | NA | NA | … | … | 19.20 | 31.60 | 11.39 | 17.93 | 39.20 | 29.58 | 30.90 | 10.37 | 30.31 | 4.95 | 20.79 | 16.65 | 18.45 | 7.00 | 13.26 | 30.78 | 18.44 | 21.46 | 57.62 | 9.48 | 15.54 | 9.92 | 18.36 | 11.49 | 37.12 | 44.58 | 50.15 | 13.26 | 34.32 | 15.70 |
| Yield(%) | 0.00 | 0.00 | 0.01 | 0.00 | 2.59 | 4.85 | 4.73 | … | … | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 7.17 | 11.14 | 1.51 | 0.00 | 19.57 | 10.90 | 14.26 | 4.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 17.09 | 19.24 | 10.71 | 5.49 |
Data as of 06/05/2026, Common starting date is 06/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALSAX (ALGER SMALLCAP GROWTH FUND ALGER SMALLCAP GROWTH FUND CLASS A) |
-33.69%
Feb 2000 – Feb 2003 |
-14.59%
Sep 1997 – Sep 2002 |
-4.90%
Feb 1999 – Feb 2009 |
1.19%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALSAX (ALGER SMALLCAP GROWTH FUND ALGER SMALLCAP GROWTH FUND CLASS A) |
31.21%
Feb 2018 – Feb 2021 |
29.20%
Feb 2016 – Feb 2021 |
17.57%
Sep 2011 – Sep 2021 |
12.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart