Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ASCYX (The Alger Funds – Alger Small Cap Growth Fund) 9.36% 26.35% 12.05% NA NA NA NA
Data as of 06/09/2026, Common starting date is 01/07/2022
More Performance Analytics Comparison
Name Start Date End Date
ASCYX (The Alger Funds – Alger Small Cap Growth Fund) 01/07/2022 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -2.46 26.35 12.05 NA NA NA NA 9.36 10.55 9.69 17.05 -31.81
Sharpe Ratio NA 0.96 0.35 NA NA NA NA 0.53 0.28 0.15 0.68 -0.94
Standard Deviation(%) NA 24.57 24.04 NA NA NA NA 29.01 27.80 20.83 19.13 36.20
Draw Down(%) NA 19.20 34.27 NA NA NA NA 19.20 31.56 11.34 17.86 35.08
Yield(%) 0.00 0.00 0.17 0.08 0.04 0.03 0.02 0.00 0.00 0.00 0.56 0.00
Data as of 06/09/2026, Common starting date is 01/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASCYX (The Alger Funds – Alger Small Cap Growth Fund) -7.90%
Mar 2022 – Mar 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASCYX (The Alger Funds – Alger Small Cap Growth Fund) 14.32%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return