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Alger Focus Equity Z (ALZFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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62.83+1.22 (+1.98%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.73%
5-year average return15.50%
Number of years up10
Number of years down1
Best 1-yr total return (1 May 2024)46.12%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return46.12%
Worst 3-yr total return3.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALZFXCategory
YTD12.13%12.38%
1-month-3.89%5.09%
3-month6.52%10.28%
1-year39.10%41.70%
3-year4.54%22.56%
5-year14.97%21.98%
10-year15.37%15.99%
Last bull market36.20%25.99%
Last bear market-23.57%-17.29%

Annual total return (%) history

Year
ALZFXCategory
2024
N/AN/A
2023
44.63%N/A
2022
-35.75%N/A
2021
20.00%N/A
2020
46.12%35.86%
2019
34.29%31.90%
2018
1.64%-2.09%
2017
34.10%27.67%
2016
1.32%3.23%
2015
7.37%3.60%
2014
14.34%10.00%
2013
36.12%33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.67%N/AN/AN/A
202314.80%14.24%-4.23%15.15%
2022-12.26%-23.57%-3.06%-1.17%
20212.24%11.66%-1.16%6.34%
2020-10.56%30.57%13.90%9.86%
201915.83%5.30%-0.80%10.99%
20184.34%8.14%7.22%-15.99%
201711.21%6.06%5.92%7.33%
2016-3.05%-0.64%6.71%-1.44%
20155.11%2.62%-8.75%9.09%
20140.40%5.28%3.97%4.05%
20138.84%1.19%10.44%11.91%

Rank in category (by total return)

YTD3
1-month11
3-month10
1-year4
3-year57
5-year21

Load adjusted returns

1-year39.10%
3-year4.54%
5-year14.97%
10-year15.37%