ALGRX vs. LSGRX
ALGRX (Alger Focus Equity Fund Class I) and LSGRX (Loomis Sayles Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, ALGRX returned 20.55%/yr vs 15.08%/yr for LSGRX. Their correlation of 0.90 means they have usually moved in the same direction. ALGRX charges 0.95%/yr vs 0.64%/yr for LSGRX.
Performance
ALGRX vs. LSGRX - Performance Comparison
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Returns By Period
In the year-to-date period, ALGRX achieves a 8.75% return, which is significantly higher than LSGRX's -6.38% return. Over the past 10 years, ALGRX has outperformed LSGRX with an annualized return of 20.55%, while LSGRX has yielded a comparatively lower 15.08% annualized return.
ALGRX
- 1D
- 4.69%
- 1M
- -3.70%
- 6M
- 10.37%
- YTD
- 8.75%
- 1Y
- 25.68%
- 3Y*
- 34.90%
- 5Y*
- 17.20%
- 10Y*
- 20.55%
- ALL TIME*
- 10.08%
LSGRX
- 1D
- 0.97%
- 1M
- -2.45%
- 6M
- -5.84%
- YTD
- -6.38%
- 1Y
- -1.65%
- 3Y*
- 14.79%
- 5Y*
- 10.02%
- 10Y*
- 15.08%
- ALL TIME*
- 9.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ALGRX vs. LSGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALGRX Alger Focus Equity Fund Class I | 8.75% | 39.68% | 51.77% | 44.20% | -35.94% | 20.06% | 45.82% | 33.93% | 1.39% | 28.68% |
LSGRX Loomis Sayles Growth Fund | -6.38% | 14.01% | 35.21% | 51.30% | -27.86% | 18.68% | 31.76% | 31.73% | -2.56% | 32.63% |
Correlation
The correlation between ALGRX and LSGRX is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 1994 | 0.90 |
Over the past year, the correlation between ALGRX and LSGRX has dropped to 0.64 - well below their long-term average of 0.90, suggesting their price drivers have been diverging.
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Return for Risk
ALGRX vs. LSGRX — Risk / Return Rank
ALGRX
LSGRX
ALGRX vs. LSGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Focus Equity Fund Class I (ALGRX) and Loomis Sayles Growth Fund (LSGRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ALGRX | LSGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.12 | ||
| Sortino ratioReturn per unit of downside risk | +1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.00 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.38 | -0.12 | +1.50 |
| Martin ratioReturn relative to average drawdown | 4.33 | -0.32 | +4.65 |
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Drawdowns
ALGRX vs. LSGRX - Drawdown Comparison
The maximum ALGRX drawdown since its inception was -62.64%, roughly equal to the maximum LSGRX drawdown of -63.63%. Use the drawdown chart below to compare losses from any high point for ALGRX and LSGRX.
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Drawdown Indicators
| ALGRX | LSGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.64% | -63.63% | +0.99% |
Max Drawdown (1Y)Largest decline over 1 year | -17.55% | -17.83% | +0.28% |
Max Drawdown (3Y)Largest decline over 3 years | -26.96% | -27.33% | +0.37% |
Max Drawdown (5Y)Largest decline over 5 years | -43.57% | -34.69% | -8.88% |
Max Drawdown (10Y)Largest decline over 10 years | -43.57% | -34.69% | -8.88% |
Current DrawdownCurrent decline from peak | -7.99% | -9.51% | +1.52% |
Average DrawdownAverage peak-to-trough decline | -18.73% | -17.91% | -0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.59% | 6.33% | -0.74% |
Volatility
ALGRX vs. LSGRX - Volatility Comparison
Alger Focus Equity Fund Class I (ALGRX) has a higher volatility of 8.31% compared to Loomis Sayles Growth Fund (LSGRX) at 5.34%. This indicates that ALGRX's price experiences larger fluctuations and is considered to be riskier than LSGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALGRX | LSGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.31% | 5.34% | +2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 19.09% | 13.82% | +5.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.15% | 18.11% | +6.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.69% | 22.90% | +3.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.23% | 20.98% | +3.25% |
ALGRX vs. LSGRX - Expense Ratio Comparison
ALGRX has a 0.95% expense ratio, which is higher than LSGRX's 0.64% expense ratio.
Dividends
ALGRX vs. LSGRX - Dividend Comparison
ALGRX's dividend yield for the trailing twelve months is around 7.21%, more than LSGRX's 2.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALGRX Alger Focus Equity Fund Class I | 7.21% | 7.84% | 0.00% | 0.10% | 0.06% | 13.98% | 6.25% | 2.08% | 5.38% | 0.00% | 0.00% | 0.00% |
LSGRX Loomis Sayles Growth Fund | 2.37% | 2.22% | 5.62% | 6.02% | 16.47% | 4.73% | 4.41% | 2.70% | 5.82% | 2.41% | 1.48% | 0.54% |
Frequently Asked Questions
ALGRX and LSGRX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ALGRX has higher volatility (8.31%) compared to LSGRX (5.34%). In terms of maximum drawdown, ALGRX dropped -62.64% vs LSGRX's -63.63%.
ALGRX currently has the higher Sharpe Ratio (1.01 vs -0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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