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Alger Mid Cap Growth Fund (AMCGX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0155658075

Issuer

Alger

Inception Date

May 24, 1993

Min. Investment

$1,000

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

AMCGX has a high expense ratio of 1.93%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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AMCGX vs. VOO
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Performance

Performance Chart


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Returns By Period

Alger Mid Cap Growth Fund (AMCGX) returned 0.73% year-to-date (YTD) and 10.24% over the past 12 months. Over the past 10 years, AMCGX returned 0.56% annually, underperforming the S&P 500 benchmark at 10.77%.


AMCGX

YTD

0.73%

1M

15.63%

6M

-2.42%

1Y

10.24%

5Y*

-2.07%

10Y*

0.56%

^GSPC (Benchmark)

YTD

0.08%

1M

9.75%

6M

-1.63%

1Y

12.74%

5Y*

15.66%

10Y*

10.77%

*Annualized

Monthly Returns

The table below presents the monthly returns of AMCGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.82%-6.48%-8.82%3.23%8.15%0.73%
20241.12%8.40%2.05%-5.47%1.42%0.58%0.69%1.15%3.52%0.77%11.98%-6.42%20.10%
20237.82%-1.42%2.89%0.28%0.56%7.79%1.94%-3.04%-5.22%-6.47%10.75%6.52%22.85%
2022-15.21%1.06%-0.46%-14.57%-2.46%-8.53%11.93%-2.60%-9.40%4.95%2.51%-6.19%-35.19%
20212.55%3.61%-3.90%4.06%-3.84%5.87%-0.35%4.85%-0.34%5.38%-7.15%-39.98%-33.85%
20203.12%-4.80%-13.54%15.77%11.47%4.02%9.65%6.09%3.25%-1.54%14.42%-6.84%43.63%
201912.41%5.90%0.90%3.38%-3.96%7.09%3.27%-1.78%-5.12%0.52%4.07%-9.23%16.68%
20185.03%-3.48%0.09%-0.54%6.07%1.20%0.25%8.68%0.23%-13.23%-1.34%-15.54%-14.46%
20175.71%3.20%1.07%1.59%3.12%0.10%1.71%1.78%1.56%3.55%2.22%-1.00%27.39%
2016-9.80%-0.52%6.24%-0.74%1.97%-0.60%4.26%-0.23%1.05%-4.75%2.79%1.42%0.12%
2015-2.05%7.56%1.62%-2.13%3.37%-0.63%0.32%-7.70%-5.94%5.35%0.58%-1.72%-2.39%
2014-1.83%6.57%-2.67%-3.47%2.97%4.33%-2.42%4.96%-3.37%0.47%1.39%0.34%6.81%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AMCGX is 40, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AMCGX is 4040
Overall Rank
The Sharpe Ratio Rank of AMCGX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of AMCGX is 4343
Sortino Ratio Rank
The Omega Ratio Rank of AMCGX is 4242
Omega Ratio Rank
The Calmar Ratio Rank of AMCGX is 3232
Calmar Ratio Rank
The Martin Ratio Rank of AMCGX is 4040
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Alger Mid Cap Growth Fund (AMCGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Alger Mid Cap Growth Fund Sharpe ratios as of May 14, 2025 (values are recalculated daily):

  • 1-Year: 0.39
  • 5-Year: -0.07
  • 10-Year: 0.02
  • All Time: 0.18

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Alger Mid Cap Growth Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Alger Mid Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.40$0.502021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021
Dividend$0.00$0.00$0.00$0.00$0.48

Dividend yield

0.00%0.00%0.00%0.00%4.73%

Monthly Dividends

The table displays the monthly dividend distributions for Alger Mid Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.48$0.48

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Alger Mid Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Alger Mid Cap Growth Fund was 76.47%, occurring on Nov 20, 2008. Recovery took 2248 trading sessions.

The current Alger Mid Cap Growth Fund drawdown is 48.08%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.47%Sep 5, 20002060Nov 20, 20082248Oct 27, 20174308
-66.46%Nov 10, 2021234Oct 14, 2022
-38.38%Sep 5, 2018386Mar 18, 202078Jul 9, 2020464
-31.87%Jul 21, 199858Oct 8, 199858Dec 29, 1998116
-26.1%Oct 10, 199754Dec 24, 1997147Jul 17, 1998201

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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