Canada markets close in 4 hours 52 minutes

Alger Responsible Investing Z (ALGZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
17.65-0.01 (-0.06%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.72%
5-Year Average Return16.50%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 29, 2024)37.22%
Worst 1 Yr Total Return (May 29, 2024)N/A
Best 3-Yr Total Return37.22%
Worst 3-Yr Total Return5.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnALGZXCategory
YTD5.67%12.38%
1-Month-4.37%5.09%
3-Month2.88%10.28%
1-Year26.71%41.70%
3-Year4.87%22.56%
5-Year13.61%21.98%
10-Year12.53%15.99%
Last Bull Market26.25%25.99%
Last Bear Market-21.19%-17.29%

Annual Total Return (%) History

Year
ALGZXCategory
2024
N/AN/A
2023
37.22%N/A
2022
-30.52%N/A
2021
24.36%N/A
2020
36.22%35.86%
2019
34.51%31.90%
2018
-1.26%-2.09%
2017
27.96%27.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.50%N/AN/AN/A
202313.14%11.92%-4.07%12.96%
2022-10.55%-21.19%-5.29%4.07%
20211.77%11.44%0.42%9.20%
2020-12.54%27.70%11.39%9.51%
201915.15%4.79%0.54%10.87%
20181.90%6.48%9.49%-16.89%
20179.88%4.85%5.49%5.29%

Rank In Category (By Total Return)

YTD64
1-Month32
3-Month71
1-Year67
3-Year52
5-Year42

Load Adjusted Returns

1-Year26.71%
3-Year4.87%
5-Year13.61%
10-Year12.53%