ALVOX vs. TBCIX

In the year-to-date period, ALVOX achieves a 47.55% return, which is significantly higher than TBCIX's 34.41% return.

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ALVOX has a 0.91% expense ratio, which is higher than TBCIX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Portfolio (ALVOX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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 TBCIX Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of ALVOX and TBCIX, 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 TBCIX has paid dividends to shareholders.

The maximum ALVOX drawdown since its inception was -57.47%, which is greater than TBCIX's maximum drawdown of -50.64%. Use the drawdown chart below to compare losses from any high point for ALVOX and TBCIX. For additional features, visit the drawdowns tool.

Alger Capital Appreciation Portfolio (ALVOX) has a higher volatility of 6.17% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.11%. This indicates that ALVOX's price experiences larger fluctuations and is considered to be riskier than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.