AIGOX vs. ACAZX
Compare and contrast key facts about Alger Growth & Income Portfolio (AIGOX) and Alger Capital Appreciation Fund Class Z (ACAZX).
AIGOX is managed by Alger. It was launched on Nov 15, 1988. ACAZX is managed by Alger. It was launched on Dec 29, 2010.
Performance
AIGOX vs. ACAZX - Performance Comparison
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AIGOX vs. ACAZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIGOX Alger Growth & Income Portfolio | -1.57% | 19.79% | 23.07% | 23.62% | -15.15% | 31.82% | 14.86% | 29.48% | -4.61% | 21.33% |
ACAZX Alger Capital Appreciation Fund Class Z | -10.36% | 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, AIGOX achieves a -1.57% return, which is significantly higher than ACAZX's -10.36% return. Over the past 10 years, AIGOX has underperformed ACAZX with an annualized return of 14.14%, while ACAZX has yielded a comparatively higher 18.61% annualized return.
AIGOX
- 1D
- 2.89%
- 1M
- -4.82%
- YTD
- -1.57%
- 6M
- 1.33%
- 1Y
- 23.01%
- 3Y*
- 19.52%
- 5Y*
- 13.14%
- 10Y*
- 14.14%
ACAZX
- 1D
- 4.90%
- 1M
- -4.85%
- YTD
- -10.36%
- 6M
- -11.71%
- 1Y
- 31.90%
- 3Y*
- 36.05%
- 5Y*
- 15.79%
- 10Y*
- 18.61%
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AIGOX vs. ACAZX - Expense Ratio Comparison
AIGOX has a 0.86% expense ratio, which is higher than ACAZX's 0.85% expense ratio.
Return for Risk
AIGOX vs. ACAZX — Risk / Return Rank
AIGOX
ACAZX
AIGOX vs. ACAZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Growth & Income Portfolio (AIGOX) 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.
| AIGOX | ACAZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.22 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.82 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.25 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 1.74 | +0.27 |
Martin ratioReturn relative to average drawdown | 9.73 | 5.69 | +4.04 |
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
| AIGOX | ACAZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.22 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.55 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.74 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.70 | -0.37 |
Correlation
The correlation between AIGOX and ACAZX is 0.88, 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
AIGOX vs. ACAZX - Dividend Comparison
AIGOX's dividend yield for the trailing twelve months is around 13.95%, more than ACAZX's 9.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIGOX Alger Growth & Income Portfolio | 13.95% | 13.51% | 1.23% | 4.06% | 8.76% | 8.32% | 1.66% | 10.86% | 8.44% | 1.42% | 1.17% | 1.72% |
ACAZX Alger Capital Appreciation Fund Class Z | 9.85% | 8.83% | 23.61% | 6.65% | 4.13% | 22.24% | 14.91% | 7.87% | 11.23% | 6.60% | 0.82% | 8.15% |
Drawdowns
AIGOX vs. ACAZX - Drawdown Comparison
The maximum AIGOX drawdown since its inception was -63.78%, which is greater than ACAZX's maximum drawdown of -47.92%. Use the drawdown chart below to compare losses from any high point for AIGOX and ACAZX.
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Drawdown Indicators
| AIGOX | ACAZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.78% | -47.92% | -15.86% |
Max Drawdown (1Y)Largest decline over 1 year | -11.98% | -18.97% | +6.99% |
Max Drawdown (5Y)Largest decline over 5 years | -23.30% | -47.92% | +24.62% |
Max Drawdown (10Y)Largest decline over 10 years | -34.18% | -47.92% | +13.74% |
Current DrawdownCurrent decline from peak | -5.45% | -15.00% | +9.55% |
Average DrawdownAverage peak-to-trough decline | -15.46% | -8.40% | -7.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 5.81% | -3.33% |
Volatility
AIGOX vs. ACAZX - Volatility Comparison
The current volatility for Alger Growth & Income Portfolio (AIGOX) is 5.34%, while Alger Capital Appreciation Fund Class Z (ACAZX) has a volatility of 9.11%. This indicates that AIGOX experiences smaller price fluctuations and is considered to be less risky 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
| AIGOX | ACAZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 9.11% | -3.77% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 16.96% | -7.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 27.82% | -9.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.22% | 28.95% | -11.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.98% | 25.35% | -7.37% |