Nasdaq - Delayed Quote USD
Alger Global Equity C (CHUCX)
22.03
+0.14
+(0.64%)
At close: 6:05:22 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -12.88% |
| 5y Average Return | 8.55% |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 10, 2025) | 37.93% |
| Worst 1Y Total Return (Apr 10, 2025) | -- |
| Best 3Y Total Return | 37.93% |
| Worst 3Y Total Return | -2.07% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CHUCX
Category
- YTD
- -8.37%
- 9.95%
- 1-Month
- -7.31%
- 2.98%
- 3-Month
- -8.37%
- 8.22%
- 1-Year
- -3.19%
- 40.81%
- 3-Year
- 1.06%
- 19.17%
- 5-Year
- 10.83%
- 18.49%
- 10-Year
- 5.06%
- 11.83%
- Last Bull Market
- 16.26%
- 21.12%
- Last Bear Market
- -20.11%
- -20.34%
Annual Total Return (%) History
Year
CHUCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -8.37% | -- | -- | -- |
| 2024 | 10.86% | 1.24% | 3.45% | 0.88% |
| 2023 | 10.60% | 3.24% | -6.19% | 15.10% |
| 2022 | -13.53% | -20.11% | -8.79% | 7.03% |
| 2021 | -2.53% | 11.77% | 0.09% | 3.57% |
| 2020 | -16.86% | 28.64% | 10.82% | 16.38% |
| 2019 | 10.99% | 5.46% | -5.71% | 11.10% |
| 2018 | 0.04% | 3.73% | 0.33% | -19.75% |
| 2017 | 5.36% | 4.60% | 5.93% | 4.41% |
| 2016 | -1.96% | 0.53% | 2.93% | -0.15% |
| 2015 | 4.26% | 0.00% | -11.34% | 5.09% |
| 2014 | 0.63% | 5.23% | -0.50% | -0.35% |
| 2013 | 1.72% | -0.13% | 9.60% | 8.82% |
| 2012 | 14.27% | -9.14% | 5.27% | 3.43% |
| 2011 | 4.06% | -2.49% | -24.23% | 6.20% |
| 2010 | 1.75% | -11.52% | 18.25% | 7.53% |
| 2009 | 0.21% | 27.15% | 13.59% | 9.03% |
| 2008 | -2.19% | -22.34% | -28.77% | -- |
Rank in Category (By Total Return)
| YTD | 94 |
| 1-Month | 81 |
| 3-Month | 94 |
| 1-Year | 88 |
| 3-Year | 88 |
| 5-Year | 83 |
Load Adjusted Returns
| 1-Year | -4.01% |
| 3-Year | 1.06% |
| 5-Year | 10.83% |
| 10-Year | 5.06% |
Performance & Risk
| YTD Return | -12.88% |
| 5y Average Return | 8.55% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.30 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | Alger |
| Net Assets | 19.36M |
| YTD Return | -8.37% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 31, 2013 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, including common stocks, American Depositary Receipts and Global Depositary Receipts, of global companies, which include both U.S. and foreign companies, and invests significantly (at least 40% – unless market conditions are not deemed favorable, in which case the fund would invest at least 30%) in foreign companies. It may invest in companies of any market capitalization, from large, well-established companies to small, emerging growth companies.
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