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Alger Capital Appreciation Instl R (ACARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.27-0.21 (-0.74%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.34%
5-year average return12.62%
Number of years up15
Number of years down5
Best 1-yr total return (24 Apr 2024)48.32%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return48.32%
Worst 3-yr total return1.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnACARXCategory
YTD16.62%12.38%
1-month2.42%5.09%
3-month16.62%10.28%
1-year46.33%41.70%
3-year6.67%22.56%
5-year14.64%21.98%
10-year13.28%15.99%
Last bull market33.48%25.99%
Last bear market-24.79%-17.29%

Annual total return (%) history

Year
ACARXCategory
2024
N/AN/A
2023
42.30%N/A
2022
-37.09%N/A
2021
17.39%N/A
2020
40.73%35.86%
2019
32.48%31.90%
2018
-1.32%-2.09%
2017
30.47%27.67%
2016
-0.03%3.23%
2015
5.69%3.60%
2014
12.76%10.00%
2013
34.12%33.92%
2012
17.56%15.34%
2011
-1.53%-2.46%
2010
12.92%15.53%
2009
48.32%35.68%
2008
-44.18%-40.67%
2007
30.96%13.35%
2006
17.63%7.05%
2005
14.19%6.71%
2004
7.45%7.81%
2003
N/A28.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.62%N/AN/AN/A
202313.41%13.74%-4.20%15.14%
2022-12.64%-24.79%-3.14%-1.14%
20210.97%10.87%-0.56%5.45%
2020-11.39%27.94%13.48%9.39%
201915.40%5.19%-1.24%10.51%
20182.72%6.60%7.35%-16.04%
201710.89%4.82%5.42%6.47%
2016-3.23%-0.26%5.83%-2.14%
20154.97%1.31%-8.01%8.05%
20140.72%5.47%2.23%3.83%
20139.04%0.87%9.46%11.40%
201216.54%-4.87%6.98%-0.89%
20116.92%-0.14%-15.98%9.76%
20104.31%-13.58%11.88%11.97%
2009-1.76%20.44%17.33%6.84%
2008-15.20%3.10%-18.08%-22.07%
20076.51%7.38%9.72%4.36%
20066.86%-4.26%4.52%10.00%
2005-2.72%4.41%7.47%4.61%
20042.84%2.59%-10.25%13.48%
200316.44%1.48%9.73%N/A

Rank in category (by total return)

YTD5
1-month35
3-month5
1-year8
3-year72
5-year59

Load adjusted returns

1-year46.33%
3-year6.67%
5-year14.64%
10-year13.28%