Alger Global Focus Fund (CHUSX)
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, including common stocks, American Depositary Receipts and Global Depositary Receipts, of global companies, which include both U.S. and foreign companies, and invests significantly (at least 40% – unless market conditions are not deemed favorable, in which case the fund would invest at least 30%) in foreign companies. It may invest in companies of any market capitalization, from large, well-established companies to small, emerging growth companies.
Fund Info
US0155491089
015549108
Nov 2, 2003
$1,000
Large-Cap
Growth
Expense Ratio
CHUSX has a high expense ratio of 1.50%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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.
Returns By Period
Alger Global Focus Fund had a return of 3.80% year-to-date (YTD) and 0.52% in the last 12 months. Over the past 10 years, Alger Global Focus Fund had an annualized return of 3.85%, while the S&P 500 had an annualized return of 11.26%, indicating that Alger Global Focus Fund did not perform as well as the benchmark.
CHUSX
3.80%
1.90%
-7.83%
0.52%
4.52%
3.85%
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
Monthly Returns
The table below presents the monthly returns of CHUSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 2.26% | 3.80% | |||||||||||
2024 | 0.29% | 6.98% | 3.55% | -5.15% | 4.45% | 2.43% | 0.20% | 3.05% | 0.50% | -0.44% | 5.85% | -17.09% | 2.24% |
2023 | 11.07% | -4.80% | 4.82% | -0.86% | -1.37% | 5.76% | 5.05% | -4.61% | -6.19% | -2.70% | 11.29% | 6.48% | 24.23% |
2022 | -12.28% | -2.26% | 1.08% | -11.60% | 0.12% | -9.60% | 10.66% | -5.44% | -12.62% | 7.96% | 5.92% | -6.27% | -32.05% |
2021 | -0.64% | -0.23% | -1.49% | 5.71% | 1.58% | 4.31% | 1.73% | 4.03% | -5.26% | 7.16% | -1.61% | -10.42% | 3.59% |
2020 | -2.40% | -4.83% | -10.35% | 11.76% | 7.51% | 7.30% | 5.64% | 7.03% | -1.83% | -2.09% | 12.32% | 5.98% | 38.85% |
2019 | 8.13% | 1.98% | 0.82% | 4.52% | -5.29% | 6.76% | -1.82% | -3.11% | -0.67% | 2.99% | 4.31% | 3.62% | 23.58% |
2018 | 6.88% | -5.05% | -1.26% | 1.44% | 3.52% | -1.02% | -0.08% | 1.58% | -0.97% | -13.96% | 0.00% | -14.01% | -22.54% |
2017 | 3.40% | 1.41% | 0.69% | 1.61% | 2.36% | 0.75% | 3.25% | 0.77% | 2.03% | 2.44% | 1.45% | 0.66% | 22.86% |
2016 | -5.79% | -2.08% | 6.49% | 0.90% | 0.69% | -0.89% | 3.13% | -0.67% | 0.68% | -2.79% | 2.52% | 0.36% | 2.03% |
2015 | -0.62% | 4.55% | 0.56% | 0.28% | 2.06% | -2.11% | -0.37% | -7.88% | -3.20% | 6.72% | 0.68% | -2.02% | -2.11% |
2014 | -2.64% | 5.43% | -1.78% | -1.51% | 3.28% | 3.67% | -1.48% | 4.08% | -2.80% | -0.24% | 0.63% | -0.53% | 5.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CHUSX is 7, meaning it’s performing worse than 93% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Alger Global Focus Fund (CHUSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Alger Global Focus Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.14 | $0.98 | $0.21 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.77% | 0.72% | 4.03% | 1.01% |
Monthly Dividends
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | $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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2020 | $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 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.62 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $0.98 |
2016 | $0.21 | $0.21 |
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.
Worst Drawdowns
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 2250 trading sessions.
The current Alger Global Focus Fund drawdown is 24.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-69.31% | Nov 1, 2007 | 266 | Nov 20, 2008 | 2250 | Oct 31, 2017 | 2516 |
-46.85% | Nov 10, 2021 | 234 | Oct 14, 2022 | — | — | — |
-34.73% | Jan 29, 2018 | 538 | Mar 18, 2020 | 85 | Jul 20, 2020 | 623 |
-20.8% | Apr 13, 2004 | 25 | May 17, 2004 | 133 | Nov 24, 2004 | 158 |
-15.88% | May 10, 2006 | 24 | Jun 13, 2006 | 108 | Nov 15, 2006 | 132 |
Volatility
Volatility Chart
The current Alger Global Focus Fund volatility is 4.68%, 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.