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Alger Capital Appreciation Instl I (ALARX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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40.09+0.76 (+1.93%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return18.75%
5-Year Average Return15.37%
Number of Years Up22
Number of Years Down8
Best 1 Yr Total Return (May 13, 2024)49.12%
Worst 1 Yr Total Return (May 13, 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
YTD11.68%0.00%
1-Month-4.34%0.00%
3-Month6.26%0.00%
1-Year38.83%0.00%
3-Year3.39%0.00%
5-Year13.01%0.00%
10-Year13.40%0.00%
Last Bull Market35.90%0.00%
Last Bear Market-24.69%0.00%

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%N/A
2019
33.12%N/A
2018
-0.87%N/A
2017
31.02%N/A
2016
0.46%N/A
2015
6.23%N/A
2014
13.30%N/A
2013
34.81%N/A
2012
18.11%N/A
2011
-1.03%N/A
2010
13.48%N/A
2009
49.12%N/A
2008
-43.89%N/A
2007
31.63%N/A
2006
18.23%N/A
2005
14.74%N/A
2004
8.03%N/A
2003
34.24%N/A
2002
-34.42%N/A
2001
-16.86%N/A
2000
-25.87%N/A
1999
88.73%N/A
1998
63.44%N/A
1997
25.44%N/A
1996
10.39%N/A
1995
54.51%N/A
1994
-8.34%N/A

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)

YTD4
1-Month31
3-Month11
1-Year5
3-Year68
5-Year53

Load Adjusted Returns

1-Year38.83%
3-Year3.39%
5-Year13.01%
10-Year13.40%