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Alger Dynamic Opportunities A (SPEDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.04-0.04 (-0.21%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.37%
5-year average return8.40%
Number of years up10
Number of years down4
Best 1-yr total return (27 Jun 2024)47.26%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return47.26%
Worst 3-yr total return-2.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPEDXCategory
YTD10.48%9.18%
1-month4.05%-0.20%
3-month2.18%3.85%
1-year12.61%22.90%
3-year-1.06%7.45%
5-year8.37%7.00%
10-year7.50%4.81%
Last bull market20.97%11.80%
Last bear market-10.08%-12.04%

Annual total return (%) history

Year
SPEDXCategory
2024
N/AN/A
2023
4.24%N/A
2022
-13.90%N/A
2021
3.90%N/A
2020
47.26%7.89%
2019
12.80%11.90%
2018
-2.33%-6.29%
2017
16.90%11.18%
2016
-0.26%2.34%
2015
1.85%-2.02%
2014
3.96%2.92%
2013
17.92%14.62%
2012
9.43%5.15%
2011
-4.80%-2.81%
2010
6.82%4.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.07%N/AN/AN/A
2023-0.43%2.16%-6.82%9.97%
2022-6.66%-10.08%-1.32%3.96%
20212.91%5.25%3.40%-7.22%
20201.02%19.60%9.94%10.87%
201914.87%1.24%-4.22%1.27%
20180.91%5.79%7.74%-15.07%
20174.56%4.21%4.11%3.04%
2016-3.14%-0.85%3.69%0.15%
20153.03%2.54%-6.04%2.61%
2014-0.80%3.23%0.00%1.51%
20134.97%1.10%6.44%4.39%
20127.87%-1.71%3.21%0.00%
20115.47%0.09%-12.35%2.89%
20103.41%-6.78%4.65%5.89%

Rank in category (by total return)

YTD19
1-month21
3-month57
1-year70
3-year80
5-year42

Load adjusted returns

1-year6.69%
3-year-2.83%
5-year7.21%
10-year6.93%