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Alger Focus Equity Y (ALGYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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65.59-0.20 (-0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.03%
5-year average return17.26%
Number of years up5
Number of years down1
Best 1-yr total return (15 May 2024)46.13%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return46.13%
Worst 3-yr total return3.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALGYXCategory
YTD12.14%12.38%
1-month-3.89%5.09%
3-month6.54%10.28%
1-year39.17%41.70%
3-year4.58%22.56%
5-year15.00%21.98%
10-year15.32%15.99%
Last bull market36.23%25.99%
Last bear market-23.56%-17.29%

Annual total return (%) history

Year
ALGYXCategory
2024
N/AN/A
2023
44.68%N/A
2022
-35.72%N/A
2021
20.03%N/A
2020
46.13%35.86%
2019
34.29%31.90%
2018
1.68%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.69%N/AN/AN/A
202314.81%14.24%-4.22%15.17%
2022-12.26%-23.56%-3.05%-1.14%
20212.24%11.67%-1.14%6.34%
2020-10.57%30.57%13.92%9.86%
201915.84%5.32%-0.83%11.00%
20184.37%8.13%7.24%-15.98%
20176.06%6.02%7.36%N/A

Rank in category (by total return)

YTD3
1-month11
3-month10
1-year4
3-year56
5-year21

Load adjusted returns

1-year39.17%
3-year4.58%
5-year15.00%
10-year15.32%