Nasdaq - Delayed Quote USD
Alger Capital Appreciation Z (ACAZX)
32.57
+3.70
+(12.82%)
At close: 8:00:04 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 50.28% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ACAZX | Category Average | ACAZX | Category Average | ACAZX | Category Average | |
| Alpha | 1.84 | 0.03 | -2.58 | 0.04 | 0.4 | 0.01 |
| BETA | 1.23 | 0.01 | 1.18 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 1.11 | 0.02 | 1.57 | 0.02 | 1.21 | 0.01 |
| R-squared | 85.12 | 0.89 | 84.45 | 0.87 | 83.96 | 0.87 |
| Standard Deviation | 23.08 | 0.2 | 21.84 | 0.16 | 18.54 | 0.15 |
| Sharpe Ratio | 0.38 | 0.01 | 0.74 | 0.01 | 0.68 | 0.01 |
| Treynor Ratio | 5.38 | 0.21 | 12.73 | 0.21 | 10.57 | 0.15 |
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