Nasdaq - Delayed Quote USD

Alger Focus Equity I (ALGRX)

59.94 +1.28 (+2.18%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.69%
5y Average Return 14.78%
Number of Years Up 23
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2024) 45.75%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 45.75%
Worst 3Y Total Return 3.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ALGRX
Category
YTD
16.58%
12.38%
1-Month
2.27%
5.09%
3-Month
16.58%
10.28%
1-Year
46.56%
41.70%
3-Year
8.06%
22.56%
5-Year
16.80%
21.98%
10-Year
15.42%
15.99%
Last Bull Market
34.67%
25.99%
Last Bear Market
-23.62%
-17.29%

Annual Total Return (%) History

Year
ALGRX
Category
2024
--
--
2023
44.20%
--
2022
-35.94%
--
2021
19.68%
--
2020
45.75%
35.86%
2019
33.92%
31.90%
2018
1.35%
-2.09%
2017
33.71%
27.67%

2016
1.08%
3.23%
2015
7.06%
3.60%
2014
14.02%
10.00%
2013
35.85%
33.92%
2012
8.73%
15.34%
2011
-0.73%
-2.46%
2010
13.80%
15.53%
2009
40.43%
35.68%
2008
-47.25%
-40.67%
2007
18.84%
13.35%
2006
4.64%
7.05%
2005
11.70%
6.71%
2004
4.80%
7.81%
2003
34.37%
28.66%
2002
-33.91%
-27.64%
2001
-12.25%
-22.30%
2000
-13.85%
-13.05%
1999
35.24%
38.87%
1998
49.97%
34.55%
1997
26.72%
26.36%
1996
11.32%
19.76%
1995
39.52%
32.65%
1994
-2.95%
-2.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 16.58% -- -- --
2023 14.70% 14.16% -4.32% 15.09%
2022 -12.34% -23.62% -3.15% -1.21%
2021 2.16% 11.58% -1.20% 6.27%
2020 -10.64% 30.51% 13.84% 9.78%
2019 15.74% 5.24% -0.87% 10.92%
2018 4.27% 8.04% 7.16% -16.05%
2017 11.12% 5.98% 5.89% 7.22%
2016 -3.11% -0.68% 6.64% -1.50%
2015 5.01% 2.55% -8.81% 9.02%

2014 0.30% 5.19% 3.89% 4.02%
2013 8.78% 1.19% 10.32% 11.88%
2012 14.13% -7.84% 5.70% -2.20%
2011 5.29% 0.28% -14.46% 9.92%
2010 4.39% -12.47% 12.89% 10.33%
2009 -0.58% 15.52% 14.75% 6.56%
2008 -13.71% 0.78% -15.55% -28.17%
2007 2.18% 7.40% 7.62% 0.62%
2006 1.22% -4.44% 0.94% 7.17%
2005 -2.80% 4.01% 8.13% 2.17%
2004 1.69% 1.05% -7.61% 10.38%
2003 -0.60% 17.17% 3.18% 11.82%
2002 -3.31% -15.58% -20.58% 1.95%
2001 -11.56% 7.43% -18.35% 13.11%
2000 10.76% -5.87% -3.48% -14.39%
1999 11.76% 5.17% -5.76% 22.09%
1998 16.04% 9.16% -6.84% 27.08%
1997 -0.10% 18.13% 11.91% -4.05%
1996 3.78% 2.56% 1.75% 2.79%
1995 6.27% 19.33% 14.16% -3.64%
1994 -7.23% -6.97% 10.47% 1.80%

Rank in Category (By Total Return)

YTD 5
1-Month 40
3-Month 5
1-Year 8
3-Year 61
5-Year 25

Load Adjusted Returns

1-Year 46.56%
3-Year 8.06%
5-Year 16.80%
10-Year 15.42%

Performance & Risk

YTD Return 11.69%
5y Average Return 14.78%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Alger
Net Assets 1.43B
YTD Return 16.58%
Yield 0.09%
Morningstar Rating
Inception Date Dec 31, 2012

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.

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