Nasdaq - Delayed Quote USD

Alger Mid Cap Growth I-2 (AMGOX)

21.20
-0.16
(-0.75%)
As of 8:09:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.71%
5y Average Return 8.79%
Number of Years Up 23
Number of Years Down 8
Best 1Y Total Return (Jun 6, 2025) 64.63%
Worst 1Y Total Return (Jun 6, 2025) --
Best 3Y Total Return 64.63%
Worst 3Y Total Return -6.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AMGOX
Category
YTD
1.37%
10.80%
1-Month
9.24%
4.43%
3-Month
2.53%
7.00%
1-Year
13.88%
48.17%
3-Year
11.17%
21.26%
5-Year
8.59%
20.18%
10-Year
9.03%
14.07%
Last Bull Market
21.72%
27.14%
Last Bear Market
-24.23%
-21.26%

Annual Total Return (%) History

Year
AMGOX
Category
2025
--
--
2024
21.07%
--
2023
23.17%
--
2022
-36.07%
--
2021
4.20%
--
2020
64.63%
39.26%
2019
30.26%
32.52%
2018
-7.44%
-6.65%

2017
29.79%
23.91%
2016
0.97%
6.03%
2015
-1.56%
-0.95%
2014
8.01%
7.00%
2013
35.84%
34.93%
2012
16.21%
14.07%
2011
-8.27%
-3.96%
2010
19.38%
24.61%
2009
51.70%
39.11%
2008
-58.36%
-43.77%
2007
31.56%
15.09%
2006
10.14%
9.00%
2005
9.82%
9.84%
2004
13.04%
13.23%
2003
47.79%
35.96%
2002
-29.54%
-27.24%
2001
-6.52%
-19.98%
2000
9.18%
-4.78%
1999
31.85%
60.49%
1998
30.30%
18.76%
1997
15.01%
17.98%
1996
11.90%
18.11%
1995
44.45%
34.57%
1994
-1.54%
-1.85%
1993
--
13.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.25% -- -- --
2024 12.28% -3.54% 5.53% 5.92%
2023 9.43% 8.75% -6.33% 10.49%
2022 -14.97% -24.23% -1.61% 0.85%
2021 1.99% 6.08% 1.70% -5.28%
2020 -15.03% 34.34% 20.27% 19.92%
2019 20.51% 6.37% -3.71% 5.53%
2018 1.60% 6.97% 9.42% -22.17%
2017 10.30% 5.06% 5.48% 6.18%
2016 -4.61% 0.86% 5.43% -0.45%

2015 7.27% 0.71% -12.70% 4.39%
2014 2.07% 3.90% -0.67% 2.53%
2013 10.92% 2.06% 9.65% 9.43%
2012 14.41% -4.50% 4.71% 1.57%
2011 9.49% -1.28% -23.58% 11.05%
2010 6.27% -12.42% 14.59% 11.94%
2009 0.43% 19.52% 19.53% 5.74%
2008 -18.42% 3.03% -26.39% -32.70%
2007 5.64% 9.51% 10.16% 3.23%
2006 9.00% -8.10% -1.06% 11.14%
2005 -2.60% 3.33% 8.07% 0.97%
2004 5.00% 1.04% -8.04% 15.88%
2003 1.93% 20.65% 6.07% 13.30%
2002 -3.06% -13.37% -18.60% 3.06%
2001 -17.47% 16.92% -17.76% 17.80%
2000 20.26% -4.68% 6.07% -10.21%
1999 4.71% 7.83% -7.03% 25.60%
1998 16.09% 3.81% -14.91% 27.07%
1997 -6.51% 14.52% 15.82% -7.25%
1996 7.36% 1.01% 1.50% 1.67%
1995 8.54% 17.20% 19.92% -5.31%
1994 -7.07% -6.49% 9.26% 3.70%
1993 14.13% 8.67% -- --

Rank in Category (By Total Return)

YTD 33
1-Month 25
3-Month 27
1-Year 29
3-Year 33
5-Year 53

Load Adjusted Returns

1-Year 13.88%
3-Year 11.17%
5-Year 8.59%
10-Year 9.03%

Performance & Risk

YTD Return 4.71%
5y Average Return 8.79%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Alger
Net Assets 143.34M
YTD Return 1.37%
Yield 0.00%
Morningstar Rating
Inception Date May 03, 1993

Fund Summary

The advisor focuses on mid-sized companies that the advisor believes demonstrate promising growth potential. Under normal circumstances, it invests at least 80% of its net assets in equity securities of companies that, at the time of purchase of the securities, have total market capitalization within the range of companies included in the Russell Midcap Growth Index or the S&P MidCap 400 Index, as reported by the indexes as of the most recent quarter-end. Both indexes are designed to track the performance of medium-capitalization stocks.

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