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

Fund Info

ISIN

US0155446042

Issuer

Alger

Inception Date

May 3, 1993

Min. Investment

$500,000

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

AMGOX has an expense ratio of 0.92%, placing it in the medium range.


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.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Alger Mid Cap Growth Portfolio Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%100.00%200.00%300.00%400.00%500.00%December2025FebruaryMarchAprilMay
48.47%
439.68%
AMGOX (Alger Mid Cap Growth Portfolio Fund)
Benchmark (^GSPC)

Returns By Period

Alger Mid Cap Growth Portfolio Fund (AMGOX) returned -3.04% year-to-date (YTD) and 6.86% over the past 12 months. Over the past 10 years, AMGOX returned -0.70% annually, underperforming the S&P 500 benchmark at 10.43%.


AMGOX

YTD

-3.04%

1M

21.20%

6M

-5.58%

1Y

6.86%

5Y*

-3.41%

10Y*

-0.70%

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.93%-6.66%-9.22%3.39%4.49%-3.04%
20241.25%8.79%1.94%-5.34%1.40%0.50%0.66%1.14%3.66%0.93%12.14%-6.42%21.07%
20237.89%-1.29%2.75%0.20%0.47%8.03%2.03%-3.19%-5.16%-6.56%10.60%6.92%23.17%
2022-15.33%1.22%-0.79%-15.01%-2.68%-8.40%11.55%-2.63%-9.41%4.77%2.65%-9.52%-38.32%
20212.50%3.52%-3.88%4.13%-3.88%5.98%-0.36%5.14%-2.92%5.55%-7.31%-38.01%-33.27%
20203.22%-4.82%-13.50%15.98%11.40%3.97%9.69%6.05%3.39%-1.54%14.54%-5.38%46.50%
201912.58%6.00%0.99%3.40%-3.94%7.09%3.27%-1.78%-5.07%0.54%4.08%-10.14%16.06%
20185.08%-3.50%0.20%-0.43%6.09%1.27%0.33%8.73%0.30%-13.19%-1.20%-23.33%-21.80%
20175.79%3.21%1.02%1.70%3.12%0.18%1.88%1.81%1.69%3.61%2.32%-2.08%26.90%
2016-9.94%-0.51%6.46%-0.54%2.05%-0.64%4.32%-0.10%1.18%-4.55%2.86%1.39%0.97%
2015-2.07%7.57%1.82%-2.12%3.41%-0.51%0.42%-7.58%-5.94%5.46%0.76%-1.76%-1.56%
2014-1.74%6.71%-2.65%-3.36%2.93%4.46%-2.36%5.21%-3.30%0.52%1.49%0.51%8.01%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AMGOX is 36, 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 AMGOX is 3636
Overall Rank
The Sharpe Ratio Rank of AMGOX is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of AMGOX is 3939
Sortino Ratio Rank
The Omega Ratio Rank of AMGOX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of AMGOX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of AMGOX is 3636
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 Portfolio Fund (AMGOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Alger Mid Cap Growth Portfolio Fund Sharpe ratio is 0.26. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Alger Mid Cap Growth Portfolio Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.26
0.48
AMGOX (Alger Mid Cap Growth Portfolio Fund)
Benchmark (^GSPC)

Dividends

Dividend History


Alger Mid Cap Growth Portfolio Fund doesn't pay dividends

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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-50.43%
-7.82%
AMGOX (Alger Mid Cap Growth Portfolio Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Alger Mid Cap Growth Portfolio 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 Portfolio Fund was 77.06%, occurring on Nov 20, 2008. Recovery took 2219 trading sessions.

The current Alger Mid Cap Growth Portfolio Fund drawdown is 50.43%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.06%Dec 27, 2007228Nov 20, 20082219Sep 18, 20172447
-66.24%Nov 10, 2021285Dec 28, 2022
-44.12%Sep 5, 2018386Mar 18, 2020112Aug 26, 2020498
-33.04%May 15, 2002100Oct 7, 2002226Sep 2, 2003326
-30.7%Apr 20, 200664Jul 21, 2006238Jul 5, 2007302

Volatility

Volatility Chart

The current Alger Mid Cap Growth Portfolio Fund volatility is 12.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
12.69%
11.21%
AMGOX (Alger Mid Cap Growth Portfolio Fund)
Benchmark (^GSPC)