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Alger Weatherbie Specialized Growth I (ASIMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.05+0.22 (+1.71%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.61%
5-year average return4.44%
Number of years up11
Number of years down5
Best 1-yr total return (21 May 2024)56.83%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return56.83%
Worst 3-yr total return-10.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnASIMXCategory
YTD-2.22%12.40%
1-month-5.73%3.37%
3-month0.49%4.88%
1-year6.37%55.69%
3-year-12.73%19.34%
5-year3.07%20.72%
10-year8.33%13.98%
Last bull market25.00%27.85%
Last bear market-26.99%-24.06%

Annual total return (%) history

Year
ASIMXCategory
2024
N/AN/A
2023
11.28%N/A
2022
-38.11%N/A
2021
5.55%N/A
2020
56.83%38.62%
2019
39.21%27.68%
2018
-4.23%-5.76%
2017
37.90%21.50%
2016
3.74%11.20%
2015
-2.31%-2.41%
2014
4.26%2.44%
2013
32.14%40.91%
2012
14.10%13.15%
2011
-3.91%-3.55%
2010
23.41%26.98%
2009
44.33%35.46%
2008
-48.56%-41.55%
2007
N/A7.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.72%N/AN/AN/A
20233.08%6.07%-8.78%11.57%
2022-15.76%-26.99%-2.30%2.99%
20211.07%7.61%2.90%-5.69%
2020-18.54%41.18%7.43%26.94%
201930.42%3.64%-6.26%9.88%
20182.69%12.20%10.03%-24.46%
20177.26%11.77%7.13%7.38%
2016-5.35%4.28%7.84%-2.55%
20156.57%1.47%-12.91%3.72%
20142.11%1.34%-4.69%5.71%
201310.49%0.81%10.66%7.20%
201214.23%-5.05%4.11%1.05%
201110.08%-0.46%-22.71%13.47%
20109.18%-11.61%14.18%12.00%
2009-0.34%18.02%17.27%4.64%
2008-16.57%0.14%-14.10%-28.32%
20073.04%N/AN/AN/A

Rank in category (by total return)

YTD79
1-month24
3-month79
1-year84
3-year92
5-year93

Load adjusted returns

1-year6.37%
3-year-12.73%
5-year3.07%
10-year8.33%