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Nasdaq - Delayed Quote USD
Alger Growth & Income I-2 (AIGOX)
32.36
-0.83
(-2.50%)
As of 8:07:28 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.36% |
| 5y Average Return | 16.12% |
| Number of Years Up | 29 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Mar 7, 2025) | 31.66% |
| Worst 1Y Total Return (Mar 7, 2025) | -- |
| Best 3Y Total Return | 31.66% |
| Worst 3Y Total Return | 7.79% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
AIGOX
Category
- YTD
- 1.62%
- 5.31%
- 1-Month
- -1.88%
- -4.19%
- 3-Month
- 0.66%
- 3.90%
- 1-Year
- 18.47%
- 20.31%
- 3-Year
- 12.16%
- 6.48%
- 5-Year
- 16.81%
- 11.78%
- 10-Year
- 12.42%
- 10.96%
- Last Bull Market
- 17.52%
- 25.56%
- Last Bear Market
- -13.87%
- -15.11%
Annual Total Return (%) History
Year
AIGOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.59% | 5.66% | 5.08% | 1.74% |
| 2023 | 5.10% | 8.54% | -2.89% | 11.87% |
| 2022 | -3.99% | -13.87% | -6.48% | 9.94% |
| 2021 | 6.97% | 8.51% | 0.86% | 12.46% |
| 2020 | -19.89% | 19.31% | 6.66% | 12.68% |
| 2019 | 10.67% | 4.00% | 3.28% | 8.92% |
| 2018 | -2.27% | 2.24% | 7.76% | -11.40% |
| 2017 | 6.25% | 3.25% | 3.76% | 6.58% |
| 2016 | 0.22% | 1.95% | 2.95% | 4.80% |
| 2015 | 1.22% | 0.42% | -6.92% | 6.73% |
| 2014 | 1.23% | 5.12% | 1.50% | 4.18% |
| 2013 | 10.66% | 2.42% | 3.99% | 10.24% |
| 2012 | 9.87% | -2.45% | 6.55% | -1.63% |
| 2011 | 6.44% | -0.21% | -11.20% | 12.93% |
| 2010 | 4.32% | -12.64% | 11.18% | 10.81% |
| 2009 | -7.22% | 17.08% | 15.77% | 5.11% |
| 2008 | -9.82% | -3.60% | -7.74% | -24.53% |
| 2007 | 1.44% | 7.76% | 3.33% | -2.49% |
| 2006 | 1.17% | -4.62% | 4.19% | 8.73% |
| 2005 | -2.09% | 2.36% | 1.61% | 1.58% |
| 2004 | 0.96% | 3.72% | -6.25% | 9.84% |
| 2003 | -2.62% | 16.26% | 2.20% | 12.22% |
| 2002 | -3.03% | -15.21% | -19.33% | 3.87% |
| 2001 | -13.88% | 4.75% | -15.00% | 11.73% |
| 2000 | 10.30% | -4.41% | 0.92% | -7.21% |
| 1999 | 5.87% | 1.95% | -2.93% | 35.96% |
| 1998 | 10.46% | 7.15% | -7.84% | 21.37% |
| 1997 | 2.14% | 19.47% | 10.37% | 1.20% |
| 1996 | 4.27% | 1.16% | 5.53% | 7.54% |
| 1995 | 7.37% | 19.14% | 12.29% | -5.92% |
| 1994 | -9.34% | -5.98% | 7.85% | -0.23% |
| 1993 | 4.24% | -0.23% | 9.01% | -2.67% |
| 1992 | -1.22% | -4.38% | 4.21% | 10.38% |
| 1991 | 13.78% | -4.56% | 8.43% | 4.89% |
| 1990 | -1.02% | 10.34% | -13.94% | 6.70% |
| 1989 | 1.60% | 1.77% | 1.74% | 2.09% |
Rank in Category (By Total Return)
| YTD | 42 |
| 1-Month | 63 |
| 3-Month | 7 |
| 1-Year | 17 |
| 3-Year | 32 |
| 5-Year | 21 |
Load Adjusted Returns
| 1-Year | 18.47% |
| 3-Year | 12.16% |
| 5-Year | 16.81% |
| 10-Year | 12.42% |
Performance & Risk
| YTD Return | -0.36% |
| 5y Average Return | 16.12% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Alger |
| Net Assets | 42.46M |
| YTD Return | 1.62% |
| Yield | 0.54% |
| Morningstar Rating | |
| Inception Date | Nov 15, 1988 |
Fund Summary
The fund invests primarily in equity securities such as common or preferred stocks which the advisor believes offer opportunities for capital appreciation and which also pay dividends. It is a fundamental policy of the fund to invest at least 65% of its total assets in dividend paying equity securities. The fund may invest up to 35% of its total assets in equity securities that do not pay dividends or in money market instruments and repurchase agreements.
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