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ALARX vs. FSTEX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ALARX vs. FSTEX

Last updated May 12, 2025

Compare and contrast key facts about Alger Capital Appreciation Institutional Fund (ALARX) and Invesco Energy Fund (FSTEX).

ALARX is managed by Alger. It was launched on Nov 8, 1993. FSTEX is managed by Invesco. It was launched on Jan 18, 1984.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALARX or FSTEX.

Correlation

The correlation between ALARX and FSTEX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

ALARX vs. FSTEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alger Capital Appreciation Institutional Fund (ALARX) and Invesco Energy Fund (FSTEX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

ALARX:

15.02%

FSTEX:

11.27%

Max Drawdown

ALARX:

-0.48%

FSTEX:

-0.18%

Current Drawdown

ALARX:

-0.43%

FSTEX:

0.00%

Returns By Period

ALARX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FSTEX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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ALARX vs. FSTEX - Expense Ratio Comparison

ALARX has a 1.12% expense ratio, which is lower than FSTEX's 1.36% expense ratio.

FSTEX
Invesco Energy Fund
ALARX
Alger Capital Appreciation Institutional Fund

Risk-Adjusted Performance

ALARX vs. FSTEX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ALARX
The Risk-Adjusted Performance Rank of ALARX is 4141
Overall Rank
The Sharpe Ratio Rank of ALARX is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of ALARX is 4242
Sortino Ratio Rank
The Omega Ratio Rank of ALARX is 4343
Omega Ratio Rank
The Calmar Ratio Rank of ALARX is 4343
Calmar Ratio Rank
The Martin Ratio Rank of ALARX is 3636
Martin Ratio Rank
FSTEX
The Risk-Adjusted Performance Rank of FSTEX is 1010
Overall Rank
The Sharpe Ratio Rank of FSTEX is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of FSTEX is 1111
Sortino Ratio Rank
The Omega Ratio Rank of FSTEX is 1212
Omega Ratio Rank
The Calmar Ratio Rank of FSTEX is 1313
Calmar Ratio Rank
The Martin Ratio Rank of FSTEX is 55
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ALARX vs. FSTEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Institutional Fund (ALARX) and Invesco Energy Fund (FSTEX). 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.

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Dividends

ALARX vs. FSTEX - Dividend Comparison

ALARX has not paid dividends to shareholders, while FSTEX's dividend yield for the trailing twelve months is around 4.08%.

TTM20242023202220212020201920182017201620152014
ALARX
Alger Capital Appreciation Institutional Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FSTEX
Invesco Energy Fund		4.08%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ALARX vs. FSTEX - Drawdown Comparison

The maximum ALARX drawdown since its inception was -0.48%, which is greater than FSTEX's maximum drawdown of -0.18%. Use the drawdown chart below to compare losses from any high point for ALARX and FSTEX. For additional features, visit the drawdowns tool.

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Volatility

ALARX vs. FSTEX - Volatility Comparison

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