AAGOX vs. SPLG

In the year-to-date period, AAGOX achieves a 4.06% return, which is significantly higher than SPLG's 0.89% return. Over the past 10 years, AAGOX has outperformed SPLG with an annualized return of 13.53%, while SPLG has yielded a comparatively lower 12.72% annualized return.

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AAGOX has a 0.82% expense ratio, which is higher than SPLG's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Large Cap Growth Portfolio Fund (AAGOX) and SPDR Portfolio S&P 500 ETF (SPLG). 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 0.88, which is comparable to the SPLG Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of AAGOX and SPLG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AAGOX has not paid dividends to shareholders, while SPLG's dividend yield for the trailing twelve months is around 1.29%.

The maximum AAGOX drawdown since its inception was -56.55%, roughly equal to the maximum SPLG drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for AAGOX and SPLG.

Alger Large Cap Growth Portfolio Fund (AAGOX) has a higher volatility of 6.02% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 4.80%. This indicates that AAGOX's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.