AAGOX vs. ATVPX

In the year-to-date period, AAGOX achieves a 42.66% return, which is significantly lower than ATVPX's 48.73% return.

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AAGOX has a 0.82% expense ratio, which is higher than ATVPX's 0.55% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Large Cap Growth Portfolio Fund (AAGOX) and Alger 35 Fund (ATVPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current AAGOX Sharpe Ratio is 2.14, which is comparable to the ATVPX Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of AAGOX and ATVPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither AAGOX nor ATVPX has paid dividends to shareholders.

The maximum AAGOX drawdown since its inception was -59.16%, roughly equal to the maximum ATVPX drawdown of -60.07%. Use the drawdown chart below to compare losses from any high point for AAGOX and ATVPX. For additional features, visit the drawdowns tool.

The current volatility for Alger Large Cap Growth Portfolio Fund (AAGOX) is 6.85%, while Alger 35 Fund (ATVPX) has a volatility of 7.40%. This indicates that AAGOX experiences smaller price fluctuations and is considered to be less risky than ATVPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.