Nasdaq - Delayed Quote
USD
Alger Capital Appreciation Instl I (ALARX)
56.98
-1.14
(-1.96%)
At close: 8:07:02 PM 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 | 49.59% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 24 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 7.41% |
| 5y Average Return | 13.46% |
| 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 | ||||
|---|---|---|---|---|---|---|
| |
ALARX | Category Average | ALARX | Category Average | ALARX | Category Average |
|
Alpha
|
6.64 | -- | 2.75 | -- | 3.32 | -- |
|
BETA
|
1.45 | -- | 1.28 | -- | 1.12 | -- |
|
Mean Annual Return
|
2.94 | -- | 1.54 | -- | 1.65 | -- |
|
R-squared
|
77.1 | -- | 79.77 | -- | 79.86 | -- |
|
Standard Deviation
|
21.24 | -- | 22.9 | -- | 19.81 | -- |
|
Sharpe Ratio
|
1.45 | -- | 0.64 | -- | 0.88 | -- |
|
Treynor Ratio
|
23.42 | -- | 10.26 | -- | 15.12 | -- |
