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Alger SmallCap Growth Institutional Z-2 (AISZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.97+0.02 (+0.12%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.97%
5-Year Average Return3.25%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)65.38%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return65.38%
Worst 3-Yr Total Return-11.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAISZXCategory
YTD-1.99%12.40%
1-Month-8.76%3.37%
3-Month0.74%4.88%
1-Year7.91%55.69%
3-Year-14.35%19.34%
5-Year2.97%20.72%
10-Year7.53%13.98%
Last Bull Market29.64%27.85%
Last Bear Market-24.86%-24.06%

Annual Total Return (%) History

Year
AISZXCategory
2024
N/AN/A
2023
15.23%N/A
2022
-37.94%N/A
2021
-4.63%N/A
2020
65.38%38.62%
2019
30.25%27.68%
2018
0.32%-5.76%
2017
28.80%21.50%
2016
N/A11.20%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.42%N/AN/AN/A
20236.05%3.15%-6.17%12.26%
2022-15.45%-24.86%-3.12%0.84%
20211.66%6.29%-4.25%-7.82%
2020-10.30%39.63%11.81%18.09%
201919.27%8.81%-4.27%4.84%
20183.39%11.54%11.71%-22.13%
20178.24%6.14%6.96%4.82%
20162.33%N/AN/AN/A

Rank In Category (By Total Return)

YTD77
1-Month95
3-Month76
1-Year77
3-Year96
5-Year94

Load Adjusted Returns

1-Year7.91%
3-Year-14.35%
5-Year2.97%
10-Year7.53%