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Nasdaq - Delayed Quote USD

Alger Dynamic Opportunities A (SPEDX)

19.78
-0.10
(-0.50%)
At close: April 17 at 8:02:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.31%
5y Average Return 8.41%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 17, 2025) 47.26%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 47.26%
Worst 3Y Total Return -2.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SPEDX
Category
YTD
-5.31%
9.18%
1-Month
-2.80%
-0.20%
3-Month
-5.31%
3.85%
1-Year
6.80%
22.90%
3-Year
3.85%
7.45%
5-Year
9.63%
7.00%
10-Year
7.34%
4.81%
Last Bull Market
17.53%
11.80%
Last Bear Market
-10.08%
-12.04%

Annual Total Return (%) History

Year
SPEDX
Category
2025
--
--
2024
23.03%
--
2023
4.24%
--
2022
-13.90%
--
2021
3.90%
--
2020
47.26%
7.89%
2019
12.80%
11.90%
2018
-2.33%
-6.29%

2017
16.90%
11.18%
2016
-0.26%
2.34%
2015
1.85%
-2.02%
2014
3.96%
2.92%
2013
17.92%
14.62%
2012
9.43%
5.15%
2011
-4.80%
-2.81%
2010
6.82%
4.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.31% -- -- --
2024 9.07% 3.02% 2.57% 6.75%
2023 -0.43% 2.16% -6.82% 9.97%
2022 -6.66% -10.08% -1.32% 3.96%
2021 2.91% 5.25% 3.40% -7.22%
2020 1.02% 19.60% 9.94% 10.87%
2019 14.87% 1.24% -4.22% 1.27%
2018 0.91% 5.79% 7.74% -15.07%
2017 4.56% 4.21% 4.11% 3.04%
2016 -3.14% -0.85% 3.69% 0.15%

2015 3.03% 2.54% -6.04% 2.61%
2014 -0.80% 3.23% 0.00% 1.51%
2013 4.97% 1.10% 6.44% 4.39%
2012 7.87% -1.71% 3.21% 0.00%
2011 5.47% 0.09% -12.35% 2.89%
2010 3.41% -6.78% 4.65% 5.89%

Rank in Category (By Total Return)

YTD 78
1-Month 42
3-Month 78
1-Year 34
3-Year 69
5-Year 64

Load Adjusted Returns

1-Year 1.20%
3-Year 2.00%
5-Year 8.45%
10-Year 6.77%

Performance & Risk

YTD Return -5.31%
5y Average Return 8.41%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.46
Morningstar Risk Rating

Fund Overview

Category Long-Short Equity
Fund Family Alger
Net Assets 189.53M
YTD Return -5.31%
Yield 0.00%
Morningstar Rating
Inception Date Dec 29, 2010

Fund Summary

The fund invests in a portfolio of U.S. and foreign equity securities (common stocks, preferred stocks and convertible securities). It may invest a portion of its assets in securities issued by small capitalization companies. The fund may also invest a portion of its assets in equity securities not listed on an exchange. It can invest in foreign securities.

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