ATVPX vs. AAGOX

In the year-to-date period, ATVPX achieves a 48.73% return, which is significantly higher than AAGOX's 42.66% return.

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ATVPX has a 0.55% expense ratio, which is lower than AAGOX's 0.82% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger 35 Fund (ATVPX) and Alger Large Cap Growth Portfolio Fund (AAGOX). 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 ATVPX Sharpe Ratio is 2.21, which is comparable to the AAGOX Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of ATVPX and AAGOX, 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 ATVPX nor AAGOX has paid dividends to shareholders.

The maximum ATVPX drawdown since its inception was -60.07%, roughly equal to the maximum AAGOX drawdown of -59.16%. Use the drawdown chart below to compare losses from any high point for ATVPX and AAGOX. For additional features, visit the drawdowns tool.

Alger 35 Fund (ATVPX) has a higher volatility of 7.40% compared to Alger Large Cap Growth Portfolio Fund (AAGOX) at 6.85%. This indicates that ATVPX's price experiences larger fluctuations and is considered to be riskier than AAGOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.