ALVOX vs. ACAAX

The year-to-date returns for both investments are quite close, with ALVOX having a 47.55% return and ACAAX slightly higher at 48.48%. Over the past 10 years, ALVOX has underperformed ACAAX with an annualized return of 3.30%, while ACAAX has yielded a comparatively higher 4.64% annualized return.

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ALVOX has a 0.91% expense ratio, which is lower than ACAAX's 1.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Portfolio (ALVOX) and Alger Capital Appreciation Fund (ACAAX). 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 ALVOX Sharpe Ratio is 2.72, which is higher than the ACAAX Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of ALVOX and ACAAX, 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 ALVOX nor ACAAX has paid dividends to shareholders.

The maximum ALVOX drawdown since its inception was -57.47%, smaller than the maximum ACAAX drawdown of -71.48%. Use the drawdown chart below to compare losses from any high point for ALVOX and ACAAX. For additional features, visit the drawdowns tool.

Alger Capital Appreciation Portfolio (ALVOX) and Alger Capital Appreciation Fund (ACAAX) have volatilities of 6.17% and 6.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.