Nasdaq - Delayed Quote USD

Alger Focus Equity A (ALAFX)

57.50 +0.70 (+1.23%)
At close: 8:05 AM EDT

Fund Summary

The advisor intends to invest a substantial portion of its assets in a smaller number of issuers. Generally, the fund will own approximately 50 holdings. Fund holdings may occasionally differ from this number for a variety of reasons. The fund may engage in active trading of portfolio securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 45.66%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 1

Performance & Risk

YTD Return 10.39%
5y Average Return 14.86%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
ALAFXCategory AverageALAFXCategory AverageALAFXCategory Average
Alpha -3.76 0.03 1.16 0.04 1.75 0.01
BETA 1.15 0.01 1.06 0.01 1.06 0.01
Mean Annual Return 0.84 0.02 1.48 0.02 1.32 0.01
R-squared 85.42 0.89 85.39 0.87 84.65 0.87
Standard Deviation 21.97 0.2 21.17 0.16 17.54 0.15
Sharpe Ratio 0.33 0.01 0.74 0.01 0.82 0.01
Treynor Ratio 4.39 0.21 13.72 0.21 13.05 0.15

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