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Alger Capital Appreciation Instl Z-2 (ACIZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.79+0.79 (+2.03%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.47%
5-year average return14.08%
Number of years up5
Number of years down2
Best 1-yr total return (1 May 2024)43.46%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return43.46%
Worst 3-yr total return2.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnACIZXCategory
YTD11.81%12.38%
1-month-4.31%5.09%
3-month6.37%10.28%
1-year39.39%41.70%
3-year3.94%22.56%
5-year13.52%21.98%
10-year13.75%15.99%
Last bull market36.11%25.99%
Last bear market-24.64%-17.29%

Annual total return (%) history

Year
ACIZXCategory
2024
N/AN/A
2023
43.46%N/A
2022
-36.27%N/A
2021
18.28%N/A
2020
41.80%35.86%
2019
33.54%31.90%
2018
-0.56%-2.09%
2017
31.45%27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.85%N/AN/AN/A
202313.65%13.95%-4.00%15.40%
2022-12.46%-24.64%-2.97%-0.44%
20211.15%11.11%-0.38%5.64%
2020-11.22%28.17%13.70%9.59%
201915.62%5.42%-1.08%10.76%
20182.92%6.77%7.57%-15.88%
201711.09%5.01%5.64%6.67%

Rank in category (by total return)

YTD3
1-month28
3-month10
1-year4
3-year63
5-year44

Load adjusted returns

1-year39.39%
3-year3.94%
5-year13.52%
10-year13.75%