Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMGOX (ALGER MID CAP GROWTH PORTFOLIO ALGER MID CAP GROWTH PORTFOLIO CLASS I-2) | 2.77% | 15.80% | 16.63% | 3.16% | 12.38% | 10.73% | 6.13% | … | … |
Data as of 06/05/2026, Common starting date is 05/03/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMGOX (ALGER MID CAP GROWTH PORTFOLIO ALGER MID CAP GROWTH PORTFOLIO CLASS I-2) | 05/03/1995 | 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 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.28 | 15.80 | 16.63 | 3.16 | 12.38 | 10.73 | 6.13 | … | … | 2.77 | 18.19 | 21.07 | 23.17 | -36.14 | 5.45 | 64.79 | 30.24 | -7.42 | 29.82 | 0.97 | -1.56 | 8.01 | 35.85 | 16.21 | -8.55 | 19.38 | 51.70 | -70.19 | 13.83 | -5.25 | 5.29 | 13.04 | 47.79 | -29.54 | -38.38 | -5.00 | 11.64 | 19.40 | 13.32 | 9.83 | 28.42 |
| Sharpe Ratio | NA | 1.02 | 0.71 | 0.05 | 0.47 | NA | NA | … | … | 0.48 | 0.61 | 1.00 | 1.20 | -1.07 | 0.20 | 1.83 | 1.87 | -0.41 | 3.04 | 0.05 | -0.10 | 0.51 | 2.60 | 1.03 | -0.28 | 0.86 | 1.74 | -1.23 | 0.47 | -0.36 | 0.20 | 0.66 | 2.36 | -1.08 | -0.81 | -0.27 | 0.28 | 0.63 | 0.46 | 0.34 | 1.18 |
| Standard Deviation(%) | NA | 19.20 | 21.08 | 24.57 | 23.66 | NA | NA | … | … | 22.15 | 26.54 | 17.38 | 16.42 | 35.19 | 27.39 | 35.18 | 15.35 | 21.46 | 9.64 | 16.70 | 16.30 | 15.77 | 13.79 | 15.85 | 30.64 | 22.31 | 29.61 | 57.70 | 22.72 | 24.34 | 15.04 | 18.37 | 19.92 | 28.41 | 51.26 | 34.26 | 29.57 | 25.28 | 20.68 | 18.26 | 35.56 |
| Draw Down(%) | NA | 16.25 | 27.34 | 46.22 | 46.22 | NA | NA | … | … | 16.25 | 27.34 | 10.26 | 16.27 | 38.77 | 20.55 | 33.80 | 10.51 | 27.90 | 4.03 | 18.20 | 17.36 | 12.81 | 6.89 | 11.70 | 30.92 | 18.87 | 19.92 | 76.63 | 16.53 | 30.70 | 11.33 | 19.04 | 11.18 | 36.89 | 53.68 | 30.15 | 22.95 | 31.78 | 16.12 | 18.42 | 20.56 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 7.43 | 12.44 | 11.90 | 6.36 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.31 | 37.46 | 17.57 | 14.12 | 14.42 | 2.84 | 0.00 | 0.00 | 0.00 | 0.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.79 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.01 |
Data as of 06/05/2026, Common starting date is 05/03/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMGOX (ALGER MID CAP GROWTH PORTFOLIO ALGER MID CAP GROWTH PORTFOLIO CLASS I-2) |
-34.81%
Feb 2006 – Feb 2009 |
-19.63%
Feb 2004 – Feb 2009 |
-13.22%
Feb 1999 – Feb 2009 |
-4.09%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMGOX (ALGER MID CAP GROWTH PORTFOLIO ALGER MID CAP GROWTH PORTFOLIO CLASS I-2) |
31.29%
Dec 2018 – Dec 2021 |
25.59%
Oct 2016 – Oct 2021 |
18.24%
Sep 2011 – Sep 2021 |
14.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart