Nasdaq - Delayed Quote USD
Alger Mid Cap Growth I-2 (AMGOX)
21.21
+0.01
+(0.05%)
At close: 8:04:08 PM EDT
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
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 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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