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Alger Small Cap Focus Z (AGOZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.17+0.04 (+0.22%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.09%
5-year average return-2.22%
Number of years up10
Number of years down3
Best 1-yr total return (23 Jun 2024)53.78%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return53.78%
Worst 3-yr total return-15.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAGOZXCategory
YTD1.80%12.40%
1-month2.30%3.37%
3-month-3.37%4.88%
1-year11.14%55.69%
3-year-14.03%19.34%
5-year-0.47%20.72%
10-year7.25%13.98%
Last bull market33.76%27.85%
Last bear market-24.92%-24.06%

Annual total return (%) history

Year
AGOZXCategory
2024
N/AN/A
2023
10.29%N/A
2022
-37.42%N/A
2021
-13.92%N/A
2020
53.78%38.62%
2019
24.52%27.68%
2018
14.51%-5.76%
2017
29.27%21.50%
2016
8.48%11.20%
2015
2.28%-2.41%
2014
2.16%2.44%
2013
38.63%40.91%
2012
14.22%13.15%
2011
-4.79%-3.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.29%N/AN/AN/A
20233.55%1.39%-7.28%13.29%
2022-17.21%-24.92%0.55%0.12%
2021-4.00%5.81%-3.11%-12.54%
2020-11.47%36.83%5.93%19.85%
201916.86%9.69%-7.51%5.02%
20187.46%16.09%16.38%-21.13%
20178.56%8.95%4.52%4.57%
2016-9.64%9.98%11.77%-2.33%
20157.49%0.34%-8.55%3.70%
20140.94%-0.51%-4.43%6.44%
201311.96%4.62%12.11%5.58%
201214.33%-5.07%4.78%0.44%
20119.41%-0.41%-22.98%13.44%

Rank in category (by total return)

YTD77
1-month90
3-month88
1-year86
3-year97
5-year99

Load adjusted returns

1-year11.14%
3-year-14.03%
5-year-0.47%
10-year7.25%