Alger Global Focus Fund (CHUSX)

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

Alger Global Focus Fund (CHUSX) has returned -6.94% so far this year and 9.12% over the past 12 months. Over the last ten years, CHUSX has returned 9.54% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Nov 5, 2003, CHUSX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, your investment would double in approximately 7.1 years.

Historically, 61% of months were positive and 39% were negative. The best month was May 2009 with a return of +16.2%, while the worst month was Oct 2008 at -22.9%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, CHUSX closed higher 53% of trading days. The best single day was Dec 12, 2024 with a return of +17.3%, while the worst single day was Mar 16, 2020 at -12.3%.

Alger Global Focus Fund has an annualized alpha of 0.36%, beta of 1.00, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since November 06, 2003.

• This fund participated in 114.82% of S&P 500 Index downside but only 114.47% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.00 and R² of 0.75, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

CHUSX has a high expense ratio of 1.50%, indicating above-average management fees.

CHUSX ranks 15 for risk / return — in the bottom 15% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Alger Global Focus Fund (CHUSX) and compare them to a chosen benchmark (S&P 500 Index).

Alger Global Focus Fund provided a 9.63% dividend yield over the last twelve months, with an annual payout of $2.47 per share.

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

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.

The table below displays the maximum drawdowns of the Alger Global Focus 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 Global Focus Fund was 69.31%, occurring on Nov 20, 2008. Recovery took 2252 trading sessions.

The current Alger Global Focus Fund drawdown is 12.05%.

The chart below shows the rolling one-month volatility.