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Alger Capital Appreciation Instl Z-2 (ACIZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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40.70+0.18 (+0.44%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.89%
5-Year Average Return15.29%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 8, 2024)43.46%
Worst 1 Yr Total Return (May 8, 2024)N/A
Best 3-Yr Total Return43.46%
Worst 3-Yr Total Return2.24%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnACIZXCategory
YTD11.81%12.38%
1-Month-4.31%5.09%
3-Month6.37%10.28%
1-Year39.39%41.70%
3-Year3.94%22.56%
5-Year13.52%21.98%
10-Year13.75%15.99%
Last Bull Market36.11%25.99%
Last Bear Market-24.64%-17.29%

Annual Total Return (%) History

Year
ACIZXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
202416.85%N/AN/AN/A
202313.65%13.95%-4.00%15.40%
2022-12.46%-24.64%-2.97%-0.44%
20211.15%11.11%-0.38%5.64%
2020-11.22%28.17%13.70%9.59%
201915.62%5.42%-1.08%10.76%
20182.92%6.77%7.57%-15.88%
201711.09%5.01%5.64%6.67%

Rank In Category (By Total Return)

YTD3
1-Month28
3-Month10
1-Year4
3-Year63
5-Year44

Load Adjusted Returns

1-Year39.39%
3-Year3.94%
5-Year13.52%
10-Year13.75%