ALARX vs. SHSAX

In the year-to-date period, ALARX achieves a 3.78% return, which is significantly higher than SHSAX's -3.43% return. Over the past 10 years, ALARX has outperformed SHSAX with an annualized return of 14.90%, while SHSAX has yielded a comparatively lower 7.25% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ALARX has a 1.12% expense ratio, which is higher than SHSAX's 1.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Institutional Fund (ALARX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX). 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 ALARX Sharpe Ratio is 0.91, which is higher than the SHSAX Sharpe Ratio of -0.32. The chart below compares the historical Sharpe Ratios of ALARX and SHSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ALARX's dividend yield for the trailing twelve months is around 12.58%, more than SHSAX's 9.51% yield.

The maximum ALARX drawdown since its inception was -69.26%, which is greater than SHSAX's maximum drawdown of -31.69%. Use the drawdown chart below to compare losses from any high point for ALARX and SHSAX.

Alger Capital Appreciation Institutional Fund (ALARX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX) have volatilities of 6.90% and 6.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.