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Alger Focus Equity I (ALGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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60.86+1.18 (+1.98%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.63%
5-year average return15.18%
Number of years up23
Number of years down7
Best 1-yr total return (1 May 2024)45.75%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return45.75%
Worst 3-yr total return3.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALGRXCategory
YTD12.01%12.38%
1-month-3.92%5.09%
3-month6.44%10.28%
1-year38.70%41.70%
3-year4.24%22.56%
5-year14.66%21.98%
10-year15.05%15.99%
Last bull market36.06%25.99%
Last bear market-23.62%-17.29%

Annual total return (%) history

Year
ALGRXCategory
2024
N/AN/A
2023
44.20%N/A
2022
-35.94%N/A
2021
19.68%N/A
2020
45.75%35.86%
2019
33.92%31.90%
2018
1.35%-2.09%
2017
33.71%27.67%
2016
1.08%3.23%
2015
7.06%3.60%
2014
14.02%10.00%
2013
35.85%33.92%
2012
8.73%15.34%
2011
-0.73%-2.46%
2010
13.80%15.53%
2009
40.43%35.68%
2008
-47.25%-40.67%
2007
18.84%13.35%
2006
4.64%7.05%
2005
11.70%6.71%
2004
4.80%7.81%
2003
34.37%28.66%
2002
-33.91%-27.64%
2001
-12.25%-22.30%
2000
-13.85%-13.05%
1999
35.24%38.87%
1998
49.97%34.55%
1997
26.72%26.36%
1996
11.32%19.76%
1995
39.52%32.65%
1994
-2.95%-2.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.58%N/AN/AN/A
202314.70%14.16%-4.32%15.09%
2022-12.34%-23.62%-3.15%-1.21%
20212.16%11.58%-1.20%6.27%
2020-10.64%30.51%13.84%9.78%
201915.74%5.24%-0.87%10.92%
20184.27%8.04%7.16%-16.05%
201711.12%5.98%5.89%7.22%
2016-3.11%-0.68%6.64%-1.50%
20155.01%2.55%-8.81%9.02%
20140.30%5.19%3.89%4.02%
20138.78%1.19%10.32%11.88%
201214.13%-7.84%5.70%-2.20%
20115.29%0.28%-14.46%9.92%
20104.39%-12.47%12.89%10.33%
2009-0.58%15.52%14.75%6.56%
2008-13.71%0.78%-15.55%-28.17%
20072.18%7.40%7.62%0.62%
20061.22%-4.44%0.94%7.17%
2005-2.80%4.01%8.13%2.17%
20041.69%1.05%-7.61%10.38%
2003-0.60%17.17%3.18%11.82%
2002-3.31%-15.58%-20.58%1.95%
2001-11.56%7.43%-18.35%13.11%
200010.76%-5.87%-3.48%-14.39%
199911.76%5.17%-5.76%22.09%
199816.04%9.16%-6.84%27.08%
1997-0.10%18.13%11.91%-4.05%
19963.78%2.56%1.75%2.79%
19956.27%19.33%14.16%-3.64%
1994-7.23%-6.97%10.47%1.80%

Rank in category (by total return)

YTD3
1-month13
3-month10
1-year5
3-year60
5-year24

Load adjusted returns

1-year38.70%
3-year4.24%
5-year14.66%
10-year15.05%