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Alger Capital Appreciation Z (ACAZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.85-0.07 (-0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.20%
5-year average return16.00%
Number of years up10
Number of years down3
Best 1-yr total return (14 May 2024)43.58%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return43.58%
Worst 3-yr total return2.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnACAZXCategory
YTD11.72%12.38%
1-month-4.42%5.09%
3-month6.34%10.28%
1-year39.46%41.70%
3-year3.72%22.56%
5-year13.42%21.98%
10-year13.78%15.99%
Last bull market36.22%25.99%
Last bear market-24.55%-17.29%

Annual total return (%) history

Year
ACAZXCategory
2024
N/AN/A
2023
43.58%N/A
2022
-36.56%N/A
2021
17.93%N/A
2020
42.08%35.86%
2019
33.62%31.90%
2018
-0.66%-2.09%
2017
31.69%27.67%
2016
0.66%3.23%
2015
6.56%3.60%
2014
13.50%10.00%
2013
35.31%33.92%
2012
18.27%15.34%
2011
-0.69%-2.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.88%N/AN/AN/A
202313.64%14.04%-3.95%15.35%
2022-12.52%-24.55%-3.00%-0.91%
20211.07%11.03%-0.39%5.50%
2020-11.22%28.30%13.71%9.70%
201915.61%5.36%-0.94%10.75%
20182.73%6.93%7.60%-15.95%
201711.19%4.97%5.86%6.58%
2016-3.12%-0.15%6.10%-1.92%
20155.49%1.37%-7.97%8.28%
20140.85%5.63%2.26%4.19%
20139.30%1.04%9.93%11.46%
201216.75%-4.64%7.05%-0.76%
20117.04%0.00%-15.41%9.68%

Rank in category (by total return)

YTD3
1-month35
3-month11
1-year4
3-year66
5-year46

Load adjusted returns

1-year39.46%
3-year3.72%
5-year13.42%
10-year13.78%