Singapore markets open in 6 hours 44 minutes

Alger Small Cap Focus A (AOFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
17.00+0.07 (+0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.63%
5-year average return-3.11%
Number of years up12
Number of years down3
Best 1-yr total return (1 Jul 2024)53.18%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return53.18%
Worst 3-yr total return-16.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAOFAXCategory
YTD-0.46%12.40%
1-month-1.95%3.37%
3-month-7.90%4.88%
1-year4.26%55.69%
3-year-16.87%19.34%
5-year-2.85%20.72%
10-year6.17%13.98%
Last bull market33.33%27.85%
Last bear market-25.02%-24.06%

Annual total return (%) history

Year
AOFAXCategory
2024
N/AN/A
2023
9.62%N/A
2022
-37.75%N/A
2021
-14.27%N/A
2020
53.18%38.62%
2019
24.12%27.68%
2018
14.18%-5.76%
2017
28.88%21.50%
2016
8.29%11.20%
2015
1.59%-2.41%
2014
1.67%2.44%
2013
38.00%40.91%
2012
13.55%13.15%
2011
-5.05%-3.55%
2010
28.25%26.98%
2009
46.09%35.46%
2008
N/A-41.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.08%-7.90%N/AN/A
20233.38%1.23%-7.36%13.07%
2022-17.29%-25.02%0.38%0.00%
2021-4.12%5.72%-3.19%-12.64%
2020-11.61%36.70%5.83%19.79%
201916.72%9.63%-7.54%4.92%
20187.40%16.00%16.31%-21.21%
20178.50%8.86%4.39%4.52%
2016-9.67%9.99%11.68%-2.41%
20157.30%0.17%-8.70%3.53%
20140.78%-0.61%-4.52%6.30%
201311.87%4.48%11.91%5.49%
201214.17%-5.18%4.61%0.27%
20119.33%-0.49%-23.02%13.37%
20109.79%-8.82%12.74%13.62%
2009-1.66%22.50%16.99%3.66%
20081.21%-15.50%-28.88%N/A

Rank in category (by total return)

YTD88
1-month92
3-month97
1-year80
3-year97
5-year100

Load adjusted returns

1-year-1.21%
3-year-18.35%
5-year-3.90%
10-year5.59%