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Alger Capital Appreciation Instl I (ALARX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.99-0.66 (-1.75%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.68%
5-Year Average Return13.32%
Number of Years Up22
Number of Years Down8
Best 1 Yr Total Return (Apr 28, 2024)49.12%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return49.12%
Worst 3-Yr Total Return1.74%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnALARXCategory
YTD16.76%12.38%
1-Month2.46%5.09%
3-Month16.76%10.28%
1-Year46.91%41.70%
3-Year7.13%22.56%
5-Year15.14%21.98%
10-Year13.79%15.99%
Last Bull Market33.98%25.99%
Last Bear Market-24.69%-17.29%

Annual Total Return (%) History

Year
ALARXCategory
2024
N/AN/A
2023
42.88%N/A
2022
-36.81%N/A
2021
17.90%N/A
2020
41.34%35.86%
2019
33.12%31.90%
2018
-0.87%-2.09%
2017
31.02%27.67%
2016
0.46%3.23%
2015
6.23%3.60%
2014
13.30%10.00%
2013
34.81%33.92%
2012
18.11%15.34%
2011
-1.03%-2.46%
2010
13.48%15.53%
2009
49.12%35.68%
2008
-43.89%-40.67%
2007
31.63%13.35%
2006
18.23%7.05%
2005
14.74%6.71%
2004
8.03%7.81%
2003
34.24%28.66%
2002
-34.42%-27.64%
2001
-16.86%-22.30%
2000
-25.87%-13.05%
1999
88.73%38.87%
1998
63.44%34.55%
1997
25.44%26.36%
1996
10.39%19.76%
1995
54.51%32.65%
1994
-8.34%-2.45%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202416.76%N/AN/AN/A
202313.55%13.86%-4.10%15.23%
2022-12.55%-24.69%-3.06%-1.02%
20211.08%11.01%-0.45%5.54%
2020-11.30%28.10%13.59%9.51%
201915.54%5.32%-1.15%10.67%
20182.84%6.72%7.48%-15.96%
201710.98%4.95%5.56%6.56%
2016-3.13%-0.16%5.97%-1.98%
20155.11%1.42%-7.90%8.21%
20140.87%5.59%2.33%3.95%
20139.19%0.99%9.60%11.55%
201216.68%-4.74%7.07%-0.75%
20117.05%0.00%-15.88%9.90%
20104.38%-13.49%12.08%12.13%
2009-1.63%20.56%17.47%7.04%
2008-15.10%3.23%-17.96%-21.96%
20076.69%7.45%9.88%4.50%
20066.98%-4.06%4.58%10.15%
2005-2.61%4.53%7.62%4.73%
20043.00%2.74%-10.18%13.65%
20033.20%16.53%1.58%9.89%
2002-4.82%-16.57%-14.97%-2.88%
2001-19.77%10.06%-17.34%13.89%
200015.48%-16.18%-0.59%-22.97%
199925.78%6.71%1.53%38.50%
199813.79%12.75%-4.23%33.02%
1997-2.71%19.92%14.60%-6.18%
19963.00%5.74%2.59%-1.19%
199512.58%26.24%18.75%-8.45%
1994-10.87%-12.20%13.05%3.60%

Rank In Category (By Total Return)

YTD5
1-Month33
3-Month5
1-Year7
3-Year69
5-Year51

Load Adjusted Returns

1-Year46.91%
3-Year7.13%
5-Year15.14%
10-Year13.79%