ALGRX vs. FTQGX

In the year-to-date period, ALGRX achieves a -3.15% return, which is significantly higher than FTQGX's -11.23% return. Over the past 10 years, ALGRX has outperformed FTQGX with an annualized return of 15.90%, while FTQGX has yielded a comparatively lower 6.61% annualized return.

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ALGRX has a 0.89% expense ratio, which is higher than FTQGX's 0.86% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Focus Equity Fund (ALGRX) and Fidelity Focused Stock Fund (FTQGX). 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 0.83, which is higher than the FTQGX Sharpe Ratio of -0.37. The chart below compares the historical Sharpe Ratios of ALGRX and FTQGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ALGRX has not paid dividends to shareholders, while FTQGX's dividend yield for the trailing twelve months is around 0.41%.

The maximum ALGRX drawdown since its inception was -62.22%, roughly equal to the maximum FTQGX drawdown of -61.00%. Use the drawdown chart below to compare losses from any high point for ALGRX and FTQGX. For additional features, visit the drawdowns tool.

Alger Focus Equity Fund (ALGRX) has a higher volatility of 9.24% compared to Fidelity Focused Stock Fund (FTQGX) at 7.33%. This indicates that ALGRX's price experiences larger fluctuations and is considered to be riskier than FTQGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.