AAGOX vs. ATVPX
Compare and contrast key facts about Alger Large Cap Growth Portfolio Fund (AAGOX) and Alger 35 Fund (ATVPX).
AAGOX is managed by Alger. It was launched on Jan 9, 1989. ATVPX is managed by Alger. It was launched on Mar 29, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAGOX or ATVPX.
Key characteristics
AAGOX | ATVPX | |
---|---|---|
YTD Return | 23.61% | 22.97% |
1Y Return | 30.62% | 38.53% |
3Y Return (Ann) | -1.05% | -1.45% |
5Y Return (Ann) | 15.07% | 15.11% |
Sharpe Ratio | 1.65 | 1.77 |
Daily Std Dev | 18.88% | 22.21% |
Max Drawdown | -56.55% | -53.35% |
Current Drawdown | -6.21% | -22.37% |
Correlation
The correlation between AAGOX and ATVPX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AAGOX vs. ATVPX - Performance Comparison
The year-to-date returns for both stocks are quite close, with AAGOX having a 23.61% return and ATVPX slightly lower at 22.97%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AAGOX vs. ATVPX - Expense Ratio Comparison
AAGOX has a 0.82% expense ratio, which is higher than ATVPX's 0.55% expense ratio.
Risk-Adjusted Performance
AAGOX vs. ATVPX - Risk-Adjusted Performance Comparison
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.
Dividends
AAGOX vs. ATVPX - Dividend Comparison
Neither AAGOX nor ATVPX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGOX Alger Large Cap Growth Portfolio Fund | 0.00% | 0.00% | 5.91% | 28.74% | 14.75% | 1.88% | 22.68% | 9.81% | 0.37% | 12.42% | 18.72% | 0.71% |
ATVPX Alger 35 Fund | 0.00% | 0.00% | 0.02% | 36.00% | 17.24% | 0.17% | 1.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AAGOX vs. ATVPX - Drawdown Comparison
The maximum AAGOX drawdown since its inception was -56.55%, which is greater than ATVPX's maximum drawdown of -53.35%. Use the drawdown chart below to compare losses from any high point for AAGOX and ATVPX. For additional features, visit the drawdowns tool.
Volatility
AAGOX vs. ATVPX - Volatility Comparison
The current volatility for Alger Large Cap Growth Portfolio Fund (AAGOX) is 7.36%, while Alger 35 Fund (ATVPX) has a volatility of 8.47%. 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.