ALGRX vs. LSGRX

In the year-to-date period, ALGRX achieves a -3.15% return, which is significantly higher than LSGRX's -5.78% return. Over the past 10 years, ALGRX has outperformed LSGRX with an annualized return of 15.90%, while LSGRX has yielded a comparatively lower 9.98% annualized return.

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ALGRX has a 0.89% expense ratio, which is higher than LSGRX's 0.64% expense ratio.

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

The current ALGRX Sharpe Ratio is 0.83, which is higher than the LSGRX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of ALGRX and LSGRX, 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 LSGRX has paid dividends to shareholders.

The maximum ALGRX drawdown since its inception was -62.22%, smaller than the maximum LSGRX drawdown of -82.01%. Use the drawdown chart below to compare losses from any high point for ALGRX and LSGRX. For additional features, visit the drawdowns tool.

Alger Focus Equity Fund (ALGRX) has a higher volatility of 9.24% compared to Loomis Sayles Growth Fund (LSGRX) at 8.33%. 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.