Nasdaq - Delayed Quote USD

Alger Capital Appreciation C (ALCCX)

17.86
+0.17
+(0.96%)
At close: 6:09:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.48%
5y Average Return 16.28%
Number of Years Up 19
Number of Years Down 8
Best 1Y Total Return (Jun 4, 2025) 48.80%
Worst 1Y Total Return (Jun 4, 2025) --
Best 3Y Total Return 48.80%
Worst 3Y Total Return 0.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ALCCX
Category
YTD
3.36%
12.38%
1-Month
15.33%
5.09%
3-Month
5.58%
10.28%
1-Year
27.85%
41.70%
3-Year
23.94%
22.56%
5-Year
15.71%
21.98%
10-Year
13.99%
15.99%
Last Bull Market
33.55%
25.99%
Last Bear Market
-24.73%
-17.29%

Annual Total Return (%) History

Year
ALCCX
Category
2025
--
--
2024
48.80%
--
2023
41.87%
--
2022
-37.26%
--
2021
16.72%
--
2020
40.55%
35.86%
2019
32.18%
31.90%
2018
-1.73%
-2.09%

2017
30.31%
27.67%
2016
-0.51%
3.23%
2015
5.46%
3.60%
2014
12.30%
10.00%
2013
33.90%
33.92%
2012
16.89%
15.34%
2011
-1.77%
-2.46%
2010
12.31%
15.53%
2009
48.71%
35.68%
2008
-44.85%
-40.67%
2007
31.01%
13.35%
2006
17.89%
7.05%
2005
14.16%
6.71%
2004
6.68%
7.81%
2003
34.29%
28.66%
2002
-35.76%
-27.64%
2001
-18.67%
-22.30%
2000
-28.28%
-13.05%
1999
72.79%
38.87%
1998
37.44%
34.55%
1997
--
26.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -12.30% -- -- --
2024 16.52% 10.09% 4.00% 11.54%
2023 13.30% 13.71% -4.30% 15.06%
2022 -12.79% -24.73% -3.26% -1.19%
2021 0.83% 10.71% -0.63% 5.22%
2020 -11.45% 27.96% 13.43% 9.35%
2019 15.28% 5.08% -1.23% 10.48%
2018 2.50% 6.62% 7.29% -16.19%
2017 10.91% 4.70% 5.54% 6.32%
2016 -3.44% -0.38% 5.78% -2.22%

2015 5.21% 1.16% -8.27% 8.03%
2014 0.60% 5.34% 1.97% 3.92%
2013 9.06% 0.81% 9.53% 11.19%
2012 16.42% -4.93% 6.74% -1.06%
2011 6.71% -0.29% -15.66% 9.46%
2010 4.25% -13.97% 11.79% 12.01%
2009 -1.93% 20.37% 17.79% 6.95%
2008 -15.35% 3.36% -18.52% -22.63%
2007 6.24% 7.54% 9.94% 4.30%
2006 7.03% -4.41% 4.40% 10.38%
2005 -3.01% 4.39% 7.67% 4.71%
2004 3.21% 2.20% -10.52% 13.03%
2003 3.23% 16.52% 1.64% 9.84%
2002 -4.73% -17.19% -16.08% -2.96%
2001 -19.98% 9.14% -18.15% 13.78%
2000 13.47% -15.84% -1.48% -23.76%
1999 20.55% 1.47% 0.72% 40.25%
1998 12.38% 8.70% -12.56% 28.68%
1997 -7.02% -- -- --

Rank in Category (By Total Return)

YTD 18
1-Month 3
3-Month 7
1-Year 7
3-Year 4
5-Year 34

Load Adjusted Returns

1-Year 26.85%
3-Year 23.94%
5-Year 15.71%
10-Year 13.99%

Performance & Risk

YTD Return 6.48%
5y Average Return 16.28%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Alger
Net Assets 2.06B
YTD Return 3.36%
Yield 0.00%
Morningstar Rating
Inception Date Jul 31, 1997

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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