Nasdaq - Delayed Quote USD
Alger Global Equity C (CHUCX)
22.03
+0.14
+(0.64%)
At close: 5:37:41 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.93% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CHUCX | Category Average | CHUCX | Category Average | CHUCX | Category Average | |
| Alpha | -5.69 | 0.04 | -6.06 | 0.04 | -3.96 | 0.02 |
| BETA | 1.3 | 0.01 | 1.24 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | 0.28 | 0.02 | 1.04 | 0.02 | 0.54 | 0.01 |
| R-squared | 94.74 | 0.89 | 89.29 | 0.87 | 86.62 | 0.88 |
| Standard Deviation | 21.66 | 0.19 | 20.86 | 0.15 | 17.78 | 0.15 |
| Sharpe Ratio | -0.05 | 0.01 | 0.46 | 0.01 | 0.26 | 0.01 |
| Treynor Ratio | -2.74 | 0.18 | 6.47 | 0.18 | 2.77 | 0.11 |
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