ACAAX vs. VWIAX

In the year-to-date period, ACAAX achieves a -4.64% return, which is significantly lower than VWIAX's 1.77% return. Over the past 10 years, ACAAX has outperformed VWIAX with an annualized return of 3.91%, while VWIAX has yielded a comparatively lower 3.11% annualized return.

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ACAAX has a 1.15% expense ratio, which is higher than VWIAX's 0.16% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Fund (ACAAX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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 VWIAX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of ACAAX and VWIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACAAX has not paid dividends to shareholders, while VWIAX's dividend yield for the trailing twelve months is around 3.88%.

The maximum ACAAX drawdown since its inception was -71.48%, which is greater than VWIAX's maximum drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for ACAAX and VWIAX. For additional features, visit the drawdowns tool.

Alger Capital Appreciation Fund (ACAAX) has a higher volatility of 15.21% compared to Vanguard Wellesley Income Fund Admiral Shares (VWIAX) at 3.45%. This indicates that ACAAX's price experiences larger fluctuations and is considered to be riskier than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.