Nasdaq - Delayed Quote USD
Alger 35 Z (ATVPX)
At close: 8:00:05 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 67.88% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ATVPX | Category Average | ATVPX | Category Average | ATVPX | Category Average | |
| Alpha | -3.82 | 0.03 | 2.39 | 0.04 | -- | 0.01 |
| BETA | 1.18 | 0.01 | 1.09 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.84 | 0.02 | 1.66 | 0.02 | -- | 0.01 |
| R-squared | 74.04 | 0.89 | 72.78 | 0.87 | -- | 0.87 |
| Standard Deviation | 23.98 | 0.2 | 23.18 | 0.16 | -- | 0.15 |
| Sharpe Ratio | 0.25 | 0.01 | 0.75 | 0.01 | -- | 0.01 |
| Treynor Ratio | 2.86 | 0.21 | 14.9 | 0.21 | -- | 0.15 |
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