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Alger Responsible Investing A (SPEGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.34+0.31 (+1.93%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.01%
5-year average return13.72%
Number of years up17
Number of years down6
Best 1-yr total return (1 May 2024)39.47%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return39.47%
Worst 3-yr total return3.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPEGXCategory
YTD5.54%12.38%
1-month-4.36%5.09%
3-month2.80%10.28%
1-year26.28%41.70%
3-year4.50%22.56%
5-year13.18%21.98%
10-year12.20%15.99%
Last bull market26.07%25.99%
Last bear market-21.27%-17.29%

Annual total return (%) history

Year
SPEGXCategory
2024
N/AN/A
2023
36.73%N/A
2022
-30.80%N/A
2021
23.91%N/A
2020
35.77%35.86%
2019
33.91%31.90%
2018
-1.67%-2.09%
2017
27.44%27.67%
2016
1.99%3.23%
2015
2.47%3.60%
2014
4.79%10.00%
2013
34.74%33.92%
2012
14.88%15.34%
2011
-5.23%-2.46%
2010
9.55%15.53%
2009
39.47%35.68%
2008
-46.08%-40.67%
2007
26.79%13.35%
2006
17.88%7.05%
2005
15.85%6.71%
2004
7.67%7.81%
2003
32.69%28.66%
2002
-41.13%-27.64%
2001
-23.12%-22.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.35%N/AN/AN/A
202312.94%11.85%-4.14%12.91%
2022-10.71%-21.27%-5.37%4.02%
20211.67%11.35%0.31%9.12%
2020-12.66%27.69%11.20%9.49%
201914.99%4.76%0.36%10.76%
20181.81%6.32%9.29%-16.89%
20179.78%4.76%5.31%5.22%
2016-1.31%-1.55%4.93%0.03%
20152.53%1.61%-8.35%7.32%
2014-1.12%2.95%-1.10%4.09%
20139.91%5.04%6.31%9.78%
201214.21%-4.54%4.75%0.59%
20113.65%-2.91%-13.70%9.12%
20103.30%-11.60%11.41%7.68%
2009-4.84%18.32%15.70%7.06%
2008-14.88%-1.69%-14.82%-24.36%
20074.45%6.97%6.22%6.83%
20066.78%-3.97%3.97%10.57%
2005-3.00%5.28%8.48%4.58%
20042.74%3.02%-9.48%12.39%
20033.37%16.08%1.00%9.48%
2002-5.67%-18.95%-18.55%-5.47%
2001-20.61%5.08%-18.82%13.53%

Rank in category (by total return)

YTD66
1-month31
3-month72
1-year69
3-year57
5-year50

Load adjusted returns

1-year19.65%
3-year2.64%
5-year11.97%
10-year11.60%