Nasdaq - Delayed Quote USD

Alger Growth & Income C (ALBCX)

75.06
-0.08
(-0.11%)
At close: 8:04:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.06%
5y Average Return 15.38%
Number of Years Up 21
Number of Years Down 6
Best 1Y Total Return (May 20, 2025) 29.72%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 29.72%
Worst 3Y Total Return 6.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ALBCX
Category
YTD
-5.09%
5.31%
1-Month
-1.38%
-4.19%
3-Month
-8.14%
3.90%
1-Year
9.56%
20.31%
3-Year
10.27%
6.48%
5-Year
14.57%
11.78%
10-Year
10.75%
10.96%
Last Bull Market
16.36%
25.56%
Last Bear Market
-13.19%
-15.11%

Annual Total Return (%) History

Year
ALBCX
Category
2025
--
--
2024
20.90%
--
2023
22.09%
22.32%
2022
-14.74%
-16.96%
2021
29.72%
26.07%
2020
14.35%
15.83%
2019
27.95%
28.78%
2018
-5.45%
-6.27%

2017
19.72%
20.44%
2016
9.40%
10.37%
2015
0.42%
-1.07%
2014
11.34%
10.96%
2013
28.31%
31.50%
2012
10.93%
14.96%
2011
4.06%
-1.27%
2010
8.78%
14.01%
2009
27.46%
28.17%
2008
-31.94%
-37.79%
2007
11.48%
6.16%
2006
3.59%
14.17%
2005
7.24%
5.88%
2004
3.75%
10.02%
2003
21.57%
27.05%
2002
-17.63%
-22.25%
2001
-3.37%
-13.50%
2000
-5.09%
-6.31%
1999
25.61%
20.16%
1998
32.52%
22.39%
1997
--
28.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.76% -- -- --
2024 7.81% 5.29% 4.73% 1.70%
2023 4.67% 8.05% -2.75% 11.00%
2022 -3.94% -13.19% -6.37% 9.19%
2021 6.72% 8.13% 0.61% 11.73%
2020 -19.93% 19.30% 6.55% 12.35%
2019 10.43% 3.32% 3.11% 8.76%
2018 -2.46% 2.01% 7.56% -11.65%
2017 5.80% 3.00% 3.46% 6.19%
2016 -0.05% 1.76% 2.82% 4.61%

2015 0.98% 0.20% -6.94% 6.65%
2014 1.03% 4.72% 1.29% 3.89%
2013 10.35% 2.12% 3.62% 9.89%
2012 9.56% -2.90% 6.17% -1.78%
2011 3.45% 1.05% -11.34% 12.28%
2010 3.49% -6.70% 7.60% 4.70%
2009 -1.27% 11.21% 12.17% 3.49%
2008 -8.44% -1.07% -8.57% -17.82%
2007 1.98% 4.31% 5.06% -0.26%
2006 0.15% -2.91% 1.45% 5.02%
2005 -2.39% 3.46% 4.69% 1.44%
2004 1.94% -0.69% -3.94% 6.68%
2003 -0.07% 11.71% 1.35% 7.46%
2002 -2.61% -8.27% -9.01% 1.34%
2001 -5.19% 3.65% -7.81% 6.67%
2000 7.80% -3.59% -0.92% -7.82%
1999 8.90% 3.78% -3.00% 14.58%
1998 10.49% 6.85% -4.47% 17.51%
1997 -1.87% -- -- --

Rank in Category (By Total Return)

YTD 55
1-Month 75
3-Month 60
1-Year 57
3-Year 61
5-Year 56

Load Adjusted Returns

1-Year 8.56%
3-Year 10.27%
5-Year 14.57%
10-Year 10.75%

Performance & Risk

YTD Return 0.06%
5y Average Return 15.38%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Alger
Net Assets 659.42M
YTD Return -5.09%
Yield 0.41%
Morningstar Rating
Inception Date Dec 31, 1996

Fund Summary

The advisor intends 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. The advisor focuses on growing companies that, at the time of purchase of the securities, have a market capitalization equal to or greater than the market capitalization of companies included in the S&P 500 Index, as reported by the index as of the most recent quarter-end.

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