Nasdaq USD

Alger Weatherbie Specialized Growth Y (ASYMX)

13.54
-0.03
(-0.22%)
At close: 8:00:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.68%
5y Average Return 2.19%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 22, 2025) 57.45%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 57.45%
Worst 3Y Total Return -9.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ASYMX
Category
YTD
-15.75%
12.40%
1-Month
-0.95%
3.37%
3-Month
-19.12%
4.88%
1-Year
-1.88%
55.69%
3-Year
-1.99%
19.34%
5-Year
2.68%
20.72%
10-Year
7.27%
13.98%
Last Bull Market
24.29%
27.85%
Last Bear Market
-26.94%
-24.06%

Annual Total Return (%) History

Year
ASYMX
Category
2025
--
--
2024
14.13%
--
2023
11.76%
--
2022
-37.87%
--
2021
5.94%
--
2020
57.45%
38.62%
2019
39.73%
27.68%
2018
-3.82%
-5.76%

2017
--
21.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -14.94% -- -- --
2024 3.92% -0.22% 5.93% 3.92%
2023 3.18% 6.16% -8.70% 11.76%
2022 -15.68% -26.94% -2.16% 3.10%
2021 1.19% 7.68% 2.98% -5.58%
2020 -18.43% 41.32% 7.58% 26.97%
2019 30.62% 3.68% -6.15% 9.94%
2018 2.85% 12.33% 10.13% -24.41%
2017 7.54% -- -- --

Rank in Category (By Total Return)

YTD 89
1-Month 54
3-Month 94
1-Year 70
3-Year 92
5-Year 95

Load Adjusted Returns

1-Year -1.88%
3-Year -1.99%
5-Year 2.68%
10-Year 7.27%

Performance & Risk

YTD Return -8.68%
5y Average Return 2.19%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Alger
Net Assets 343.17M
YTD Return -15.75%
Yield 0.00%
Morningstar Rating
Inception Date Dec 29, 2010

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of smallcap and midcap companies. Equity securities include common or preferred stocks that are listed on U.S. or foreign exchanges. Smallcap or midcap companies are companies that, at the time of purchase, have total market capitalization within the range of companies included in the Russell 2500 Growth Index or the Russell Midcap Growth Index, respectively, as reported by the indexes as of the most recent quarter-end.

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