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ALMAX vs. RFIMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ALMAX vs. RFIMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alger Weatherbie Specialized Growth Fund (ALMAX) and Ranger Micro Cap Fund (RFIMX). The values are adjusted to include any dividend payments, if applicable.

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ALMAX vs. RFIMX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
ALMAX
Alger Weatherbie Specialized Growth Fund
-15.06%0.50%13.78%11.22%-38.11%5.83%56.85%39.17%-1.32%
RFIMX
Ranger Micro Cap Fund
0.96%1.99%11.52%9.14%-24.26%30.58%44.44%24.94%-0.56%

Returns By Period

In the year-to-date period, ALMAX achieves a -15.06% return, which is significantly lower than RFIMX's 0.96% return.


ALMAX

1D
-0.75%
1M
-11.84%
YTD
-15.06%
6M
-13.51%
1Y
0.51%
3Y*
1.57%
5Y*
-6.88%
10Y*
6.97%

RFIMX

1D
-1.07%
1M
-6.11%
YTD
0.96%
6M
1.71%
1Y
16.08%
3Y*
5.52%
5Y*
1.09%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ALMAX vs. RFIMX - Expense Ratio Comparison

ALMAX has a 1.20% expense ratio, which is lower than RFIMX's 1.51% expense ratio.


Return for Risk

ALMAX vs. RFIMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALMAX
ALMAX Risk / Return Rank: 55
Overall Rank
ALMAX Sharpe Ratio Rank: 66
Sharpe Ratio Rank
ALMAX Sortino Ratio Rank: 66
Sortino Ratio Rank
ALMAX Omega Ratio Rank: 66
Omega Ratio Rank
ALMAX Calmar Ratio Rank: 55
Calmar Ratio Rank
ALMAX Martin Ratio Rank: 44
Martin Ratio Rank

RFIMX
RFIMX Risk / Return Rank: 3333
Overall Rank
RFIMX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
RFIMX Sortino Ratio Rank: 3333
Sortino Ratio Rank
RFIMX Omega Ratio Rank: 2626
Omega Ratio Rank
RFIMX Calmar Ratio Rank: 4040
Calmar Ratio Rank
RFIMX Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALMAX vs. RFIMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alger Weatherbie Specialized Growth Fund (ALMAX) and Ranger Micro Cap Fund (RFIMX). 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.


ALMAXRFIMXDifference

Sharpe ratio

Return per unit of total volatility

0.01

0.71

-0.70

Sortino ratio

Return per unit of downside risk

0.19

1.15

-0.96

Omega ratio

Gain probability vs. loss probability

1.02

1.14

-0.12

Calmar ratio

Return relative to maximum drawdown

-0.11

1.05

-1.17

Martin ratio

Return relative to average drawdown

-0.40

3.64

-4.04

ALMAX vs. RFIMX - Sharpe Ratio Comparison

The current ALMAX Sharpe Ratio is 0.01, which is lower than the RFIMX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of ALMAX and RFIMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ALMAXRFIMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.01

0.71

-0.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.24

0.00

-0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.00

+0.29

Correlation

The correlation between ALMAX and RFIMX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

ALMAX vs. RFIMX - Dividend Comparison

ALMAX has not paid dividends to shareholders, while RFIMX's dividend yield for the trailing twelve months is around 1.31%.


TTM20252024202320222021202020192018201720162015
ALMAX
Alger Weatherbie Specialized Growth Fund
0.00%0.00%0.00%0.00%0.00%24.48%4.64%4.00%9.86%0.00%12.44%55.85%
RFIMX
Ranger Micro Cap Fund
1.31%1.33%0.00%0.77%47.82%71.79%0.00%0.00%0.36%0.00%0.00%0.00%

Drawdowns

ALMAX vs. RFIMX - Drawdown Comparison

The maximum ALMAX drawdown since its inception was -60.51%, smaller than the maximum RFIMX drawdown of -99.41%. Use the drawdown chart below to compare losses from any high point for ALMAX and RFIMX.


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Drawdown Indicators


ALMAXRFIMXDifference

Max Drawdown

Largest peak-to-trough decline

-60.51%

-99.41%

+38.90%

Max Drawdown (1Y)

Largest decline over 1 year

-20.91%

-11.77%

-9.14%

Max Drawdown (5Y)

Largest decline over 5 years

-53.89%

-99.41%

+45.52%

Max Drawdown (10Y)

Largest decline over 10 years

-53.89%

Current Drawdown

Current decline from peak

-44.85%

-99.24%

+54.39%

Average Drawdown

Average peak-to-trough decline

-17.19%

-27.70%

+10.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.01%

3.41%

+2.60%

Volatility

ALMAX vs. RFIMX - Volatility Comparison

Alger Weatherbie Specialized Growth Fund (ALMAX) has a higher volatility of 7.42% compared to Ranger Micro Cap Fund (RFIMX) at 6.22%. This indicates that ALMAX's price experiences larger fluctuations and is considered to be riskier than RFIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ALMAXRFIMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.42%

6.22%

+1.20%

Volatility (6M)

Calculated over the trailing 6-month period

15.17%

13.61%

+1.56%

Volatility (1Y)

Calculated over the trailing 1-year period

24.27%

22.27%

+2.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.06%

8,947.93%

-8,918.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.09%

7,425.82%

-7,398.73%