ACAAX vs. ALVOX

In the year-to-date period, ACAAX achieves a -4.64% return, which is significantly lower than ALVOX's -4.10% return. Both investments have delivered pretty close results over the past 10 years, with ACAAX having a 3.91% annualized return and ALVOX not far ahead at 3.95%.

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ACAAX has a 1.15% expense ratio, which is higher than ALVOX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Fund (ACAAX) and Alger Capital Appreciation Portfolio (ALVOX). 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 ACAAX Sharpe Ratio is 0.26, which is lower than the ALVOX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of ACAAX and ALVOX, 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 ACAAX nor ALVOX has paid dividends to shareholders.

The maximum ACAAX drawdown since its inception was -71.48%, which is greater than ALVOX's maximum drawdown of -57.47%. Use the drawdown chart below to compare losses from any high point for ACAAX and ALVOX. For additional features, visit the drawdowns tool.

Alger Capital Appreciation Fund (ACAAX) and Alger Capital Appreciation Portfolio (ALVOX) have volatilities of 15.21% and 14.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.