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Alger Mid Cap Focus Z (AFOZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.69-0.20 (-1.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.99%
5-year average return12.04%
Number of years up3
Number of years down1
Best 1-yr total return (17 Jun 2024)84.85%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return84.85%
Worst 3-yr total return-6.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFOZXCategory
YTD14.01%10.80%
1-month2.09%4.43%
3-month0.06%7.00%
1-year31.26%48.17%
3-year-4.28%21.26%
5-year0.00%20.18%
10-year0.00%14.07%
Last bull market40.12%27.14%
Last bear market-28.04%-21.26%

Annual total return (%) history

Year
AFOZXCategory
2024
N/AN/A
2023
16.89%N/A
2022
-37.16%N/A
2021
10.26%N/A
2020
84.85%39.26%
2019
N/A32.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.52%N/AN/AN/A
20234.69%2.85%-5.47%14.84%
2022-11.85%-28.04%-1.69%0.77%
20214.57%5.99%3.79%-4.15%
2020-6.68%36.83%15.39%25.46%
2019-4.58%5.41%N/AN/A

Rank in category (by total return)

YTD8
1-month52
3-month25
1-year9
3-year79
5-yearN/A

Load adjusted returns

1-year31.26%
3-year-4.28%
5-yearN/A
10-yearN/A