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Nasdaq - Delayed Quote USD

Alger Capital Appreciation Z (ACAZX)

32.57
+3.70
+(12.82%)
At close: 8:00:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -20.45%
5y Average Return 15.04%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Apr 7, 2025) 50.28%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 50.28%
Worst 3Y Total Return 2.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ACAZX
Category
YTD
-12.03%
12.38%
1-Month
-10.33%
5.09%
3-Month
-12.03%
10.28%
1-Year
13.10%
41.70%
3-Year
11.24%
22.56%
5-Year
17.84%
21.98%
10-Year
13.62%
15.99%
Last Bull Market
34.32%
25.99%
Last Bear Market
-24.55%
-17.29%

Annual Total Return (%) History

Year
ACAZX
Category
2025
--
--
2024
50.28%
--
2023
43.58%
--
2022
-36.56%
--
2021
17.93%
--
2020
42.08%
35.86%
2019
33.62%
31.90%
2018
-0.66%
-2.09%

2017
31.69%
27.67%
2016
0.66%
3.23%
2015
6.56%
3.60%
2014
13.50%
10.00%
2013
35.31%
33.92%
2012
18.27%
15.34%
2011
-0.69%
-2.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -12.03% -- -- --
2024 16.88% 10.40% 4.37% 11.58%
2023 13.64% 14.04% -3.95% 15.35%
2022 -12.52% -24.55% -3.00% -0.91%
2021 1.07% 11.03% -0.39% 5.50%
2020 -11.22% 28.30% 13.71% 9.70%
2019 15.61% 5.36% -0.94% 10.75%
2018 2.73% 6.93% 7.60% -15.95%
2017 11.19% 4.97% 5.86% 6.58%
2016 -3.12% -0.15% 6.10% -1.92%

2015 5.49% 1.37% -7.97% 8.28%
2014 0.85% 5.63% 2.26% 4.19%
2013 9.30% 1.04% 9.93% 11.46%
2012 16.75% -4.64% 7.05% -0.76%
2011 7.04% 0.00% -15.41% 9.68%

Rank in Category (By Total Return)

YTD 90
1-Month 92
3-Month 90
1-Year 3
3-Year 6
5-Year 40

Load Adjusted Returns

1-Year 13.10%
3-Year 11.24%
5-Year 17.84%
10-Year 13.62%

Performance & Risk

YTD Return -20.45%
5y Average Return 15.04%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Alger
Net Assets 1.79B
YTD Return -12.03%
Yield 0.00%
Morningstar Rating
Inception Date Dec 29, 2010

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.

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