ALGRX vs. ACAZX

In the year-to-date period, ALGRX achieves a -2.66% return, which is significantly higher than ACAZX's -4.51% return. Over the past 10 years, ALGRX has outperformed ACAZX with an annualized return of 15.92%, while ACAZX has yielded a comparatively lower 4.75% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Alger Focus Equity Fund (ALGRX) 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.

The current ALGRX Sharpe Ratio is 0.87, which is higher than the ACAZX Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of ALGRX and ACAZX, 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 ALGRX nor ACAZX has paid dividends to shareholders.

The maximum ALGRX drawdown since its inception was -62.22%, which is greater than ACAZX's maximum drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for ALGRX and ACAZX. For additional features, visit the drawdowns tool.

The current volatility for Alger Focus Equity Fund (ALGRX) is 14.29%, while Alger Capital Appreciation Fund Class Z (ACAZX) has a volatility of 15.17%. This indicates that ALGRX 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.