Nasdaq - Delayed Quote USD

Alger Capital Appreciation Instl I (ALARX)

44.58
-0.65
(-1.44%)
At close: 8:04:36 PM EDT

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 23
Number of Years Down 8

Performance & Risk

YTD Return 2.87%
5y Average Return 16.57%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
ALARXCategory AverageALARXCategory AverageALARXCategory Average
Alpha 4.23 0.03 -2.14 0.04 0.63 0.01
BETA 1.17 0.01 1.18 0.01 1.1 0.01
Mean Annual Return 1.54 0.02 1.34 0.02 1.21 0.01
R-squared 82.97 0.89 82.62 0.87 83.79 0.87
Standard Deviation 21.1 0.2 21.01 0.16 18.51 0.15
Sharpe Ratio 0.66 0.01 0.63 0.01 0.68 0.01
Treynor Ratio 11.01 0.21 10.12 0.21 10.58 0.15

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