Nasdaq - Delayed Quote USD

Alger Capital Appreciation C (ALCCX)

16.83
-0.25
(-1.46%)
As of 8:09:08 AM EDT. Market Open.

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 48.80%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 8

Performance & Risk

YTD Return 2.46%
5y Average Return 15.71%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
ALCCXCategory AverageALCCXCategory AverageALCCXCategory Average
Alpha 3.47 0.03 -2.9 0.04 -0.16 0.01
BETA 1.18 0.01 1.18 0.01 1.1 0.01
Mean Annual Return 1.48 0.02 1.27 0.02 1.15 0.01
R-squared 83.01 0.89 82.58 0.87 83.75 0.87
Standard Deviation 21.13 0.2 20.98 0.16 18.52 0.15
Sharpe Ratio 0.62 0.01 0.6 0.01 0.64 0.01
Treynor Ratio 10.26 0.21 9.39 0.21 9.77 0.15

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