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USD
Alger Capital Appreciation Instl Z-2 (ACIZX)
60.19
-1.20
(-1.95%)
At close: 8:05:06 AM EST
Fund Summary
The fund normally 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 50.09% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 11.93% |
| 5y Average Return | 14.73% |
| Rank in Category (ytd) | 15 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.45 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
ACIZX | Category Average | ACIZX | Category Average | ACIZX | Category Average |
|
Alpha
|
7.02 | -- | 3.11 | -- | 3.67 | -- |
|
BETA
|
1.45 | -- | 1.28 | -- | 1.12 | -- |
|
Mean Annual Return
|
2.97 | -- | 1.57 | -- | 1.68 | -- |
|
R-squared
|
77.09 | -- | 79.76 | -- | 79.86 | -- |
|
Standard Deviation
|
21.24 | -- | 22.91 | -- | 19.82 | -- |
|
Sharpe Ratio
|
1.47 | -- | 0.66 | -- | 0.89 | -- |
|
Treynor Ratio
|
23.78 | -- | 10.59 | -- | 15.48 | -- |
