Home
Mail
News
Sports
Finance
Celebrity
Style
Movies
Weather
Mobile
Yahoo
Mail
News
Taxes
Watchlists
My Portfolio
My Screeners
Market Data
Industry News
Real Estate
Technology
Currency Converter
Canada markets closed
S&P/TSX
22,308.93
-66.90
(-0.30%)
S&P 500
5,222.68
+8.60
(+0.16%)
DOW
39,512.84
+125.08
(+0.32%)
CAD/USD
0.7317
+0.0006
(+0.08%)
CRUDE OIL
78.20
-1.06
(-1.34%)
Bitcoin CAD
83,227.90
-2,876.62
(-3.34%)
MARKETS LIVE BLOG
STOCKS CLIMB AS DOW POSTS 8TH STRAIGHT WIN
Fed's Michelle Bowman echoes higher-for-longer mantra for interest rates
Alger Capital Appreciation Instl Z-2 (ACIZX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
40.70
+0.18
(+0.44%)
At close: 06:45PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
17.89%
5-Year Average Return
15.29%
Number of Years Up
5
Number of Years Down
2
Best 1 Yr Total Return (May 8, 2024)
43.46%
Worst 1 Yr Total Return (May 8, 2024)
N/A
Best 3-Yr Total Return
43.46%
Worst 3-Yr Total Return
2.24%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
ACIZX
Category
YTD
11.81%
12.38%
1-Month
-4.31%
5.09%
3-Month
6.37%
10.28%
1-Year
39.39%
41.70%
3-Year
3.94%
22.56%
5-Year
13.52%
21.98%
10-Year
13.75%
15.99%
Last Bull Market
36.11%
25.99%
Last Bear Market
-24.64%
-17.29%
Annual Total Return (%) History
Year
ACIZX
Category
2024
N/A
N/A
2023
43.46%
N/A
2022
-36.27%
N/A
2021
18.28%
N/A
2020
41.80%
35.86%
2019
33.54%
31.90%
2018
-0.56%
-2.09%
2017
31.45%
27.67%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
16.85%
N/A
N/A
N/A
2023
13.65%
13.95%
-4.00%
15.40%
2022
-12.46%
-24.64%
-2.97%
-0.44%
2021
1.15%
11.11%
-0.38%
5.64%
2020
-11.22%
28.17%
13.70%
9.59%
2019
15.62%
5.42%
-1.08%
10.76%
2018
2.92%
6.77%
7.57%
-15.88%
2017
11.09%
5.01%
5.64%
6.67%
Rank In Category (By Total Return)
YTD
3
1-Month
28
3-Month
10
1-Year
4
3-Year
63
5-Year
44
Load Adjusted Returns
1-Year
39.39%
3-Year
3.94%
5-Year
13.52%
10-Year
13.75%
Data Disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy Dashboard
About Our Ads
© 2024 Yahoo. All rights reserved.