Nasdaq - Delayed Quote USD

Alger Large Cap Growth I-2 (AAGOX)

69.93 +1.46 (+2.13%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.69%
5y Average Return 12.63%
Number of Years Up 27
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2024) 67.03%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 67.03%
Worst 3Y Total Return -3.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AAGOX
Category
YTD
14.80%
12.38%
1-Month
1.50%
5.09%
3-Month
14.80%
10.28%
1-Year
33.84%
41.70%
3-Year
1.30%
22.56%
5-Year
14.17%
21.98%
10-Year
12.45%
15.99%
Last Bull Market
39.31%
25.99%
Last Bear Market
-24.49%
-17.29%

Annual Total Return (%) History

Year
AAGOX
Category
2024
--
--
2023
32.67%
--
2022
-38.65%
--
2021
11.84%
--
2020
67.03%
35.86%
2019
27.43%
31.90%
2018
2.21%
-2.09%
2017
28.46%
27.67%

2016
-0.83%
3.23%
2015
1.72%
3.60%
2014
10.99%
10.00%
2013
35.08%
33.92%
2012
9.87%
15.34%
2011
-0.35%
-2.46%
2010
13.39%
15.53%
2009
47.57%
35.68%
2008
-46.15%
-40.67%
2007
19.94%
13.35%
2006
5.18%
7.05%
2005
12.00%
6.71%
2004
5.50%
7.81%
2003
35.16%
28.66%
2002
-32.99%
-27.64%
2001
-11.81%
-22.30%
2000
-14.78%
-13.05%
1999
33.74%
38.87%
1998
48.07%
34.55%
1997
25.75%
26.36%
1996
13.35%
19.76%
1995
36.37%
32.65%
1994
1.45%
-2.45%
1993
22.47%
8.69%
1992
12.38%
5.92%
1991
40.39%
40.07%
1990
4.14%
-3.78%
1989
--
27.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.80% -- -- --
2023 13.79% 10.87% -6.74% 12.75%
2022 -13.48% -24.49% -3.72% -2.47%
2021 0.52% 11.64% -2.08% 1.77%
2020 -9.00% 34.04% 17.27% 16.77%
2019 14.66% 5.29% -4.09% 10.06%
2018 4.25% 10.15% 11.54% -20.20%
2017 10.49% 5.02% 5.63% 4.81%
2016 -3.79% -2.93% 8.73% -2.33%
2015 5.67% 2.40% -10.87% 5.47%

2014 1.15% 5.50% 1.39% 2.59%
2013 7.69% 0.87% 10.87% 12.16%
2012 14.17% -7.94% 5.93% -1.32%
2011 5.20% 0.31% -14.43% 10.37%
2010 4.85% -12.43% 11.85% 10.41%
2009 -0.45% 15.97% 19.95% 6.56%
2008 -13.82% 1.13% -15.66% -26.75%
2007 2.60% 7.37% 8.11% 0.72%
2006 1.50% -4.38% 0.87% 7.43%
2005 -2.71% 4.06% 8.15% 2.29%
2004 1.80% 1.21% -7.43% 10.61%
2003 -0.45% 17.33% 3.20% 12.13%
2002 -3.37% -15.53% -20.20% 2.88%
2001 -11.23% 7.15% -18.43% 13.66%
2000 10.33% -6.20% -3.47% -14.69%
1999 10.97% 4.53% -5.23% 21.66%
1998 16.16% 9.36% -7.45% 25.93%
1997 -0.70% 17.07% 12.02% -3.43%
1996 4.94% 1.47% 2.79% 3.56%
1995 6.83% 17.16% 14.44% -4.80%
1994 -4.18% -5.35% 8.51% 3.07%
1993 2.08% 3.09% 9.91% 5.88%
1992 -2.39% -5.59% 6.77% 14.21%
1991 19.21% -4.02% 13.09% 8.50%
1990 -5.40% 16.67% -16.21% 12.61%
1989 8.78% 12.91% -1.43% --

Rank in Category (By Total Return)

YTD 18
1-Month 79
3-Month 18
1-Year 68
3-Year 94
5-Year 65

Load Adjusted Returns

1-Year 33.84%
3-Year 1.30%
5-Year 14.17%
10-Year 12.45%

Performance & Risk

YTD Return 9.69%
5y Average Return 12.63%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Alger
Net Assets 328.84M
YTD Return 14.80%
Yield 0.00%
Morningstar Rating
Inception Date Jan 06, 1989

Fund Summary

The advisor focuses on growing companies that generally have broad product lines, markets, financial resources and depth of management. It normally invests at least 80% of its net assets in equity securities of companies that, at the time of purchase of the securities, have a market capitalization equal to or greater than the market capitalization of companies included in the Russell 1000 Growth Index, updated quarterly as reported as of the most recent quarter-end. This index is designed to track the performance of large-capitalization growth stocks.

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