Nasdaq - Delayed Quote USD

Alger 35 Z (ATVPX)

18.46 +0.14 (+0.76%)
At close: 8:00:05 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 56.42%
5y Average Return 20.01%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Dec 11, 2024) 67.88%
Worst 1Y Total Return (Dec 11, 2024) --
Best 3Y Total Return 67.88%
Worst 3Y Total Return -2.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ATVPX
Category
YTD
51.01%
12.38%
1-Month
14.91%
5.09%
3-Month
22.80%
10.28%
1-Year
61.66%
41.70%
3-Year
7.52%
22.56%
5-Year
18.80%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
42.98%
25.99%
Last Bear Market
-21.96%
-17.29%

Annual Total Return (%) History

Year
ATVPX
Category
2024
--
--
2023
31.41%
--
2022
-36.36%
--
2021
9.94%
--
2020
67.88%
35.86%
2019
30.56%
31.90%
2018
--
-2.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 16.89% 5.92% 4.37% --
2023 10.32% 8.45% -8.44% 19.96%
2022 -11.23% -21.96% -7.65% -0.53%
2021 1.83% 12.10% -0.95% -2.77%
2020 -7.57% 32.75% 17.11% 16.83%
2019 15.59% 6.79% -2.75% 8.76%
2018 7.20% 8.86% -18.22% --

Rank in Category (By Total Return)

YTD 2
1-Month 4
3-Month 3
1-Year 2
3-Year 60
5-Year 19

Load Adjusted Returns

1-Year 61.66%
3-Year 7.52%
5-Year 18.80%
10-Year --

Performance & Risk

YTD Return 56.42%
5y Average Return 20.01%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Alger
Net Assets 36.03M
YTD Return 51.01%
Yield 0.00%
Morningstar Rating
Inception Date Mar 29, 2018

Fund Summary

Under normal circumstances, the fund invests in a 35-stock portfolio of equity securities of companies of any market capitalization that the manager believes are undergoing Positive Dynamic Change. Equity securities include common or preferred stocks, or securities convertible into or exchangeable for equity securities, including warrants and rights. The fund may invest in companies whose securities are traded on domestic or foreign exchanges. It is non-diversified.

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