AFGPX vs. ACAZX
Compare and contrast key facts about Alger International Focus Fund (AFGPX) and Alger Capital Appreciation Fund Class Z (ACAZX).
AFGPX is managed by Alger. It was launched on Nov 10, 1986. ACAZX is managed by Alger. It was launched on Dec 29, 2010.
Performance
AFGPX vs. ACAZX - Performance Comparison
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AFGPX vs. ACAZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFGPX Alger International Focus Fund | -6.08% | 18.22% | 5.20% | 18.03% | -31.00% | 9.09% | 43.38% | 27.60% | -21.49% | 25.80% |
ACAZX Alger Capital Appreciation Fund Class Z | -14.55% | 31.33% | 69.38% | 43.53% | -36.63% | 18.48% | 42.23% | 33.63% | -0.61% | 31.78% |
Returns By Period
In the year-to-date period, AFGPX achieves a -6.08% return, which is significantly higher than ACAZX's -14.55% return. Over the past 10 years, AFGPX has underperformed ACAZX with an annualized return of 6.47%, while ACAZX has yielded a comparatively higher 18.05% annualized return.
AFGPX
- 1D
- -0.64%
- 1M
- -11.21%
- YTD
- -6.08%
- 6M
- -8.34%
- 1Y
- 8.29%
- 3Y*
- 8.68%
- 5Y*
- 1.67%
- 10Y*
- 6.47%
ACAZX
- 1D
- -1.51%
- 1M
- -9.35%
- YTD
- -14.55%
- 6M
- -15.47%
- 1Y
- 27.56%
- 3Y*
- 33.90%
- 5Y*
- 15.17%
- 10Y*
- 18.05%
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AFGPX vs. ACAZX - Expense Ratio Comparison
AFGPX has a 1.28% expense ratio, which is higher than ACAZX's 0.85% expense ratio.
Return for Risk
AFGPX vs. ACAZX — Risk / Return Rank
AFGPX
ACAZX
AFGPX vs. ACAZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger International Focus Fund (AFGPX) and Alger Capital Appreciation Fund Class Z (ACAZX). 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.
| AFGPX | ACAZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.98 | -0.60 |
Sortino ratioReturn per unit of downside risk | 0.65 | 1.52 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.20 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 1.25 | -0.84 |
Martin ratioReturn relative to average drawdown | 1.52 | 4.15 | -2.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AFGPX | ACAZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.98 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.53 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.72 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.68 | -0.24 |
Correlation
The correlation between AFGPX and ACAZX is 0.79, 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.
Dividends
AFGPX vs. ACAZX - Dividend Comparison
AFGPX's dividend yield for the trailing twelve months is around 14.70%, more than ACAZX's 10.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFGPX Alger International Focus Fund | 14.70% | 13.81% | 6.27% | 0.00% | 0.00% | 10.04% | 0.00% | 4.42% | 2.96% | 5.26% | 1.26% | 0.00% |
ACAZX Alger Capital Appreciation Fund Class Z | 10.33% | 8.83% | 23.61% | 6.65% | 4.13% | 22.24% | 14.91% | 7.87% | 11.23% | 6.60% | 0.82% | 8.15% |
Drawdowns
AFGPX vs. ACAZX - Drawdown Comparison
The maximum AFGPX drawdown since its inception was -63.63%, which is greater than ACAZX's maximum drawdown of -47.92%. Use the drawdown chart below to compare losses from any high point for AFGPX and ACAZX.
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Drawdown Indicators
| AFGPX | ACAZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.63% | -47.92% | -15.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -18.97% | +6.05% |
Max Drawdown (5Y)Largest decline over 5 years | -42.17% | -47.92% | +5.75% |
Max Drawdown (10Y)Largest decline over 10 years | -42.17% | -47.92% | +5.75% |
Current DrawdownCurrent decline from peak | -12.92% | -18.97% | +6.05% |
Average DrawdownAverage peak-to-trough decline | -19.50% | -8.40% | -11.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 5.73% | -2.24% |
Volatility
AFGPX vs. ACAZX - Volatility Comparison
Alger International Focus Fund (AFGPX) has a higher volatility of 9.02% compared to Alger Capital Appreciation Fund Class Z (ACAZX) at 7.44%. This indicates that AFGPX's price experiences larger fluctuations and is considered to be riskier than ACAZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFGPX | ACAZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.02% | 7.44% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 14.19% | 16.29% | -2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.98% | 27.45% | -8.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.94% | 28.88% | -8.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.41% | 25.31% | -5.90% |