Nasdaq - Delayed Quote
USD
Alger Small Cap Growth A (ALSAX)
13.81
-0.43
(-3.02%)
As of 8:10:08 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 22.65% |
|---|---|
| 5y Average Return | -1.21% |
| Number of Years Up | 20 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Oct 30, 2026) | 63.90% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 63.90% |
| Worst 3Y Total Return | -11.23% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ALSAX
Category
- YTD
- 24.60%
- 12.40%
- 1-Month
- 0.14%
- 3.37%
- 3-Month
- 1.30%
- 4.88%
- 1-Year
- 27.89%
- 55.69%
- 3-Year
- 18.10%
- 19.34%
- 5-Year
- -0.18%
- 20.72%
- 10-Year
- 11.01%
- 13.98%
- Last Bull Market
- 31.16%
- 27.85%
- Last Bear Market
- -24.37%
- -24.06%
Annual Total Return (%) History
Year
ALSAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-7.37% | 32.79% | 1.30% | -- |
|
2025
|
-18.51% | 17.56% | 9.26% | 2.64% |
|
2024
|
7.62% | -6.50% | 8.61% | 0.10% |
|
2023
|
6.19% | 3.66% | -6.06% | 12.48% |
|
2022
|
-16.00% | -24.37% | -3.10% | 1.48% |
|
2021
|
1.79% | 5.85% | -4.05% | -6.85% |
|
2020
|
-11.00% | 39.39% | 11.39% | 18.60% |
|
2019
|
19.11% | 8.57% | -4.66% | 4.17% |
|
2018
|
3.80% | 11.89% | 12.56% | -22.15% |
|
2017
|
8.12% | 6.26% | 6.81% | 4.55% |
Rank in Category (By Total Return)
| YTD | 2 |
| 1-Month | 4 |
|---|---|
| 3-Month | 3 |
| 1-Year | 3 |
| 3-Year | 26 |
| 5-Year | 78 |
Load Adjusted Returns
| 1-Year | 21.18% |
| 3-Year | 16.00% |
|---|---|
| 5-Year | -1.25% |
| 10-Year | 10.41% |
Performance & Risk
| YTD Return | 22.65% |
| 5y Average Return | -1.21% |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.51 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Alger |
| Net Assets | 206.89M |
| YTD Return | 24.60% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 29, 2010 |
Fund Summary
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that, at the time of purchase of the securities, have a total market capitalization range of the Russell 2000 Growth Index. The Russell 2000 Growth Index is a broad-based index of small capitalization stocks. It 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 consumer discretionary sectors.
