Nasdaq - Delayed Quote USD

Alger Dynamic Opportunities Z (ADOZX)

19.03 +0.16 (+0.85%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.37%
5y Average Return 7.51%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (Apr 25, 2024) 47.58%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 47.58%
Worst 3Y Total Return -2.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ADOZX
Category
YTD
9.13%
9.18%
1-Month
0.89%
-0.20%
3-Month
9.13%
3.85%
1-Year
14.56%
22.90%
3-Year
-0.10%
7.45%
5-Year
8.32%
7.00%
10-Year
7.77%
4.81%
Last Bull Market
24.63%
11.80%
Last Bear Market
-10.03%
-12.04%

Annual Total Return (%) History

Year
ADOZX
Category
2024
--
--
2023
4.54%
--
2022
-13.64%
--
2021
4.18%
--
2020
47.58%
7.89%
2019
13.18%
11.90%
2018
-2.05%
-6.29%
2017
17.26%
11.18%

2016
-0.01%
2.34%
2015
2.16%
-2.02%
2014
4.24%
2.92%
2013
18.19%
14.62%
2012
9.69%
5.15%
2011
-4.53%
-2.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.13% -- -- --
2023 -0.41% 2.25% -6.71% 10.05%
2022 -6.62% -10.03% -1.21% 4.05%
2021 2.96% 5.32% 3.52% -7.19%
2020 1.06% 19.72% 9.99% 10.90%
2019 14.97% 1.34% -4.11% 1.30%
2018 1.04% 5.87% 7.77% -15.04%
2017 4.65% 4.36% 4.18% 3.05%
2016 -3.09% -0.84% 3.81% 0.23%
2015 3.07% 2.59% -5.96% 2.74%

2014 -0.80% 3.29% 0.08% 1.65%
2013 5.04% 1.09% 6.49% 4.52%
2012 7.95% -1.71% 3.29% 0.09%
2011 5.56% 0.09% -12.34% 3.09%

Rank in Category (By Total Return)

YTD 30
1-Month 88
3-Month 30
1-Year 57
3-Year 79
5-Year 38

Load Adjusted Returns

1-Year 14.56%
3-Year -0.10%
5-Year 8.32%
10-Year 7.77%

Performance & Risk

YTD Return 6.37%
5y Average Return 7.51%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.43
Morningstar Risk Rating

Fund Overview

Category Long-Short Equity
Fund Family Alger
Net Assets 250.04M
YTD Return 9.13%
Yield 0.00%
Morningstar Rating
Inception Date Dec 29, 2010

Fund Summary

The fund invests in a portfolio of U.S. and foreign equity securities (common stocks, preferred stocks and convertible securities). It may invest a portion of its assets in securities issued by small capitalization companies. The fund may also invest a portion of its assets in equity securities not listed on an exchange. It can invest in foreign securities.

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