Canada markets closed

Alger Focus Equity Z (ALZFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
60.74-1.04 (-1.68%)
At close: 06:25PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.23%
5-Year Average Return15.40%
Number of Years Up10
Number of Years Down1
Best 1 Yr Total Return (Apr 25, 2024)46.12%
Worst 1 Yr Total Return (Apr 25, 2024)N/A
Best 3-Yr Total Return46.12%
Worst 3-Yr Total Return3.70%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnALZFXCategory
YTD16.67%12.38%
1-Month2.30%5.09%
3-Month16.67%10.28%
1-Year46.99%41.70%
3-Year8.37%22.56%
5-Year17.12%21.98%
10-Year15.73%15.99%
Last Bull Market34.97%25.99%
Last Bear Market-23.57%-17.29%

Annual Total Return (%) History

Year
ALZFXCategory
2024
N/AN/A
2023
44.63%N/A
2022
-35.75%N/A
2021
20.00%N/A
2020
46.12%35.86%
2019
34.29%31.90%
2018
1.64%-2.09%
2017
34.10%27.67%
2016
1.32%3.23%
2015
7.37%3.60%
2014
14.34%10.00%
2013
36.12%33.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202416.67%N/AN/AN/A
202314.80%14.24%-4.23%15.15%
2022-12.26%-23.57%-3.06%-1.17%
20212.24%11.66%-1.16%6.34%
2020-10.56%30.57%13.90%9.86%
201915.83%5.30%-0.80%10.99%
20184.34%8.14%7.22%-15.99%
201711.21%6.06%5.92%7.33%
2016-3.05%-0.64%6.71%-1.44%
20155.11%2.62%-8.75%9.09%
20140.40%5.28%3.97%4.05%
20138.84%1.19%10.44%11.91%

Rank In Category (By Total Return)

YTD5
1-Month39
3-Month5
1-Year7
3-Year58
5-Year21

Load Adjusted Returns

1-Year46.99%
3-Year8.37%
5-Year17.12%
10-Year15.73%