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Alger Capital Appreciation Instl I (ALARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.87+0.75 (+1.78%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return27.17%
5-year average return15.87%
Number of years up22
Number of years down8
Best 1-yr total return (23 Jun 2024)49.12%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return49.12%
Worst 3-yr total return1.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALARXCategory
YTD20.77%12.38%
1-month8.14%5.09%
3-month5.99%10.28%
1-year42.33%41.70%
3-year6.57%22.56%
5-year16.31%21.98%
10-year13.91%15.99%
Last bull market35.90%25.99%
Last bear market-24.69%-17.29%

Annual total return (%) history

Year
ALARXCategory
2024
N/AN/A
2023
42.88%N/A
2022
-36.81%N/A
2021
17.90%N/A
2020
41.34%35.86%
2019
33.12%31.90%
2018
-0.87%-2.09%
2017
31.02%27.67%
2016
0.46%3.23%
2015
6.23%3.60%
2014
13.30%10.00%
2013
34.81%33.92%
2012
18.11%15.34%
2011
-1.03%-2.46%
2010
13.48%15.53%
2009
49.12%35.68%
2008
-43.89%-40.67%
2007
31.63%13.35%
2006
18.23%7.05%
2005
14.74%6.71%
2004
8.03%7.81%
2003
34.24%28.66%
2002
-34.42%-27.64%
2001
-16.86%-22.30%
2000
-25.87%-13.05%
1999
88.73%38.87%
1998
63.44%34.55%
1997
25.44%26.36%
1996
10.39%19.76%
1995
54.51%32.65%
1994
-8.34%-2.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.76%N/AN/AN/A
202313.55%13.86%-4.10%15.23%
2022-12.55%-24.69%-3.06%-1.02%
20211.08%11.01%-0.45%5.54%
2020-11.30%28.10%13.59%9.51%
201915.54%5.32%-1.15%10.67%
20182.84%6.72%7.48%-15.96%
201710.98%4.95%5.56%6.56%
2016-3.13%-0.16%5.97%-1.98%
20155.11%1.42%-7.90%8.21%
20140.87%5.59%2.33%3.95%
20139.19%0.99%9.60%11.55%
201216.68%-4.74%7.07%-0.75%
20117.05%0.00%-15.88%9.90%
20104.38%-13.49%12.08%12.13%
2009-1.63%20.56%17.47%7.04%
2008-15.10%3.23%-17.96%-21.96%
20076.69%7.45%9.88%4.50%
20066.98%-4.06%4.58%10.15%
2005-2.61%4.53%7.62%4.73%
20043.00%2.74%-10.18%13.65%
20033.20%16.53%1.58%9.89%
2002-4.82%-16.57%-14.97%-2.88%
2001-19.77%10.06%-17.34%13.89%
200015.48%-16.18%-0.59%-22.97%
199925.78%6.71%1.53%38.50%
199813.79%12.75%-4.23%33.02%
1997-2.71%19.92%14.60%-6.18%
19963.00%5.74%2.59%-1.19%
199512.58%26.24%18.75%-8.45%
1994-10.87%-12.20%13.05%3.60%

Rank in category (by total return)

YTD2
1-month2
3-month3
1-year4
3-year58
5-year41

Load adjusted returns

1-year42.33%
3-year6.57%
5-year16.31%
10-year13.91%