Nasdaq - Delayed Quote
USD
Alger Capital Appreciation A (ACAAX)
42.52
-1.65
(-3.74%)
At close: 8:10:08 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.30% |
|---|---|
| 5y Average Return | 13.10% |
| Number of Years Up | 22 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Oct 30, 2026) | 49.70% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 49.70% |
| Worst 3Y Total Return | 1.71% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ACAAX
Category
- YTD
- 15.95%
- 0.00%
- 1-Month
- 3.34%
- 0.00%
- 3-Month
- 2.00%
- 0.00%
- 1-Year
- 14.86%
- 0.00%
- 3-Year
- 37.92%
- 0.00%
- 5-Year
- 16.74%
- 0.00%
- 10-Year
- 19.23%
- 0.00%
- Last Bull Market
- 37.38%
- 0.00%
- Last Bear Market
- -24.61%
- 0.00%
Annual Total Return (%) History
Year
ACAAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-10.45% | 26.94% | 2.00% | -- |
|
2025
|
-12.11% | 28.81% | 16.93% | -0.94% |
|
2024
|
16.74% | 10.34% | 4.24% | 11.50% |
|
2023
|
13.55% | 13.93% | -4.08% | 15.26% |
|
2022
|
-12.62% | -24.61% | -3.10% | -1.03% |
|
2021
|
1.00% | 10.94% | -0.46% | 5.42% |
|
2020
|
-11.28% | 28.20% | 13.64% | 9.58% |
|
2019
|
15.52% | 5.25% | -1.05% | 10.66% |
|
2018
|
2.68% | 6.83% | 7.47% | -16.02% |
|
2017
|
11.07% | 4.94% | 5.73% | 6.49% |
Rank in Category (By Total Return)
| YTD | 20 |
| 1-Month | 9 |
|---|---|
| 3-Month | 44 |
| 1-Year | 29 |
| 3-Year | 2 |
| 5-Year | 4 |
Load Adjusted Returns
| 1-Year | 8.83% |
| 3-Year | 35.46% |
|---|---|
| 5-Year | 15.49% |
| 10-Year | 18.59% |
Performance & Risk
| YTD Return | 6.30% |
| 5y Average Return | 13.10% |
| Rank in Category (ytd) | 20 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.45 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Alger |
| Net Assets | 2.98B |
| YTD Return | 15.95% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 31, 1996 |
Fund Summary
The fund invests at least 85% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any market capitalization that the Manager believes demonstrate promising growth potential. The fund may invest a significant portion of its assets in securities of companies conducting business within a single sector, as defined by third party sources, including the information technology, health care, and communication services sectors.
