Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOFCX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS C) | 6.32% | 21.79% | 10.06% | -5.38% | 8.04% | 7.94% | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOFCX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS C) | 03/05/2008 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.61 | 21.79 | 10.06 | -5.38 | 8.04 | 7.94 | NA | … | … | 6.32 | 8.79 | 12.87 | 8.98 | -38.08 | -21.32 | 52.14 | 23.18 | 13.26 | 27.99 | 7.48 | 1.01 | 1.12 | 37.33 | 13.07 | -5.47 | 27.40 | 45.13 | -40.70 |
| Sharpe Ratio | NA | 0.84 | 0.29 | -0.26 | 0.25 | NA | NA | … | … | 0.47 | 0.21 | 0.27 | 0.22 | -1.06 | -0.78 | 1.47 | 1.05 | 0.50 | 2.02 | 0.37 | 0.06 | 0.06 | 2.54 | 0.75 | -0.18 | 1.29 | 1.60 | -1.13 |
| Standard Deviation(%) | NA | 26.20 | 25.81 | 28.05 | 26.34 | NA | NA | … | … | 30.07 | 28.89 | 22.99 | 21.76 | 37.52 | 27.47 | 35.12 | 20.68 | 24.18 | 13.64 | 19.57 | 16.98 | 17.10 | 14.71 | 17.45 | 31.30 | 21.18 | 28.21 | 42.15 |
| Draw Down(%) | NA | 19.97 | 32.13 | 56.35 | 61.00 | NA | NA | … | … | 19.97 | 29.34 | 13.10 | 22.59 | 41.34 | 35.64 | 32.24 | 13.50 | 29.71 | 5.32 | 21.04 | 14.72 | 16.40 | 5.62 | 12.51 | 30.55 | 16.34 | 19.32 | 55.02 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.33 | 2.50 | 4.54 | 3.81 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.53 | 0.00 | 2.59 | 1.07 | 1.32 | 0.00 | 0.00 | 9.16 | 20.29 | 14.30 | 7.87 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOFCX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS C) |
-18.26%
Jan 2021 – Jan 2024 |
-7.85%
Mar 2021 – Mar 2026 |
3.78%
Oct 2013 – Oct 2023 |
5.99%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOFCX (ALGER SMALL CAP FOCUS FUND ALGER SMALL CAP FOCUS FUND CLASS C) |
29.88%
Feb 2009 – Feb 2012 |
28.60%
Feb 2016 – Feb 2021 |
19.09%
Feb 2009 – Feb 2019 |
12.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart