ACAZX vs. ALGRX

In the year-to-date period, ACAZX achieves a 7.71% return, which is significantly lower than ALGRX's 8.15% return. Over the past 10 years, ACAZX has underperformed ALGRX with an annualized return of 6.17%, while ALGRX has yielded a comparatively higher 13.87% annualized return.

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ACAZX has a 0.85% expense ratio, which is lower than ALGRX's 0.89% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Fund Class Z (ACAZX) and Alger Focus Equity Fund (ALGRX). 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 ACAZX Sharpe Ratio is 1.22, which is lower than the ALGRX Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of ACAZX and ALGRX, 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 ACAZX nor ALGRX has paid dividends to shareholders.

The maximum ACAZX drawdown since its inception was -53.72%, smaller than the maximum ALGRX drawdown of -64.60%. Use the drawdown chart below to compare losses from any high point for ACAZX and ALGRX. For additional features, visit the drawdowns tool.

The current volatility for Alger Capital Appreciation Fund Class Z (ACAZX) is 8.41%, while Alger Focus Equity Fund (ALGRX) has a volatility of 9.35%. This indicates that ACAZX experiences smaller price fluctuations and is considered to be less risky than ALGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.