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Alger Mid Cap Growth Portfolio Fund (AMGOX)

Mutual Fund · Currency in USD · Last updated Mar 18, 2023

The investment seeks long-term capital appreciation. The advisor focuses on mid-sized companies that the advisor believes demonstrate promising growth potential. Under normal circumstances, it invests at least 80% of its net assets in equity securities of companies that, at the time of purchase of the securities, have total market capitalization within the range of companies included in the Russell Midcap Growth Index or the S&P MidCap 400 Index, as reported by the indexes as of the most recent quarter-end. Both indexes are designed to track the performance of medium-capitalization stocks.

Share Price Chart

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The chart shows the growth of $10,000 invested in Alger Mid Cap Growth Portfolio Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $36,410 for a total return of roughly 264.10%. All prices are adjusted for splits and dividends.

AMGOX (Alger Mid Cap Growth Portfolio Fund)
Benchmark (^GSPC)

S&P 500

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Alger Mid Cap Growth Portfolio Fund had a return of 4.31% year-to-date (YTD) and -17.46% in the last 12 months. Over the past 10 years, Alger Mid Cap Growth Portfolio Fund had an annualized return of 8.92%, while the S&P 500 had an annualized return of 9.63%, indicating that Alger Mid Cap Growth Portfolio Fund did not perform as well as the benchmark.

1 month-5.56%-5.31%
6 months-4.06%0.39%
1 year-17.46%-10.12%
5 years (annualized)5.71%7.38%
10 years (annualized)8.92%9.63%

Monthly Returns Heatmap


Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Alger Mid Cap Growth Portfolio Fund Sharpe ratio is -0.57. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

AMGOX (Alger Mid Cap Growth Portfolio Fund)
Benchmark (^GSPC)

Dividend History

Alger Mid Cap Growth Portfolio Fund granted a 3.56% dividend yield in the last twelve months. The annual payout for that period amounted to $0.51 per share.


Dividend yield


Monthly Dividends

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


Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

AMGOX (Alger Mid Cap Growth Portfolio Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Alger Mid Cap Growth Portfolio Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Alger Mid Cap Growth Portfolio Fund is 68.10%, recorded on Nov 20, 2008. It took 1235 trading sessions for the portfolio to recover.



To Bottom


To Recover



-68.1%Dec 27, 2007229Nov 20, 20081235Oct 18, 20131464
-46.22%Nov 10, 2021233Oct 14, 2022
-33.8%Feb 20, 202020Mar 18, 202051Jun 1, 202071
-33.04%May 15, 2002101Oct 7, 2002227Sep 2, 2003328
-30.7%Apr 20, 200665Jul 21, 2006239Jul 5, 2007304
-27.9%Sep 5, 201877Dec 24, 2018129Jul 1, 2019206
-27.85%Jun 23, 2015162Feb 11, 2016303Apr 27, 2017465
-20.55%Feb 16, 202162May 13, 202192Sep 23, 2021154
-19.04%Jan 27, 2004139Aug 13, 200473Nov 26, 2004212
-12.81%Sep 3, 201429Oct 13, 201482Feb 10, 2015111

Volatility Chart

Current Alger Mid Cap Growth Portfolio Fund volatility is 26.01%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.

AMGOX (Alger Mid Cap Growth Portfolio Fund)
Benchmark (^GSPC)