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Alger Large Cap Growth I-2 (AAGOX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 67.03%
Worst 1Y Total Return --
Number of Years Up 27
Number of Years Down 7

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

Risk Statistics

3 Years5 Years10 Years
AAGOXCategory AverageAAGOXCategory AverageAAGOXCategory Average
Alpha -10.5 0.03 -1.52 0.04 -1.31 0.01
BETA 1.22 0.01 1.12 0.01 1.13 0.01
Mean Annual Return 0.34 0.02 1.33 0.02 1.14 0.01
R-squared 82.84 0.89 79.98 0.87 78.59 0.87
Standard Deviation 23.67 0.2 23.09 0.16 19.35 0.15
Sharpe Ratio 0.05 0.01 0.6 0.01 0.63 0.01
Treynor Ratio -1.36 0.21 10.68 0.21 9.69 0.15

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