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Alger Weatherbie Specialized Gr Prt I-2 (AAMOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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1.2700-0.0100 (-0.78%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return1.93%
Number of years up10
Number of years down4
Best 1-yr total return (28 Sept 2023)58.82%
Worst 1-yr total return (28 Sept 2023)N/A
Best 3-yr total return58.82%
Worst 3-yr total return1.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAAMOXCategory
YTD0.00%12.40%
1-month-5.93%3.37%
3-month-7.97%4.88%
1-year0.15%55.69%
3-year-5.40%19.34%
5-year1.93%20.72%
10-year8.46%13.98%
Last bull market45.54%27.85%
Last bear market-25.99%-24.06%

Annual total return (%) history

Year
AAMOXCategory
2023
N/AN/A
2022
-37.71%N/A
2021
6.85%N/A
2020
58.82%38.62%
2019
38.31%27.68%
2018
-3.19%-5.76%
2017
36.91%21.50%
2016
3.82%11.20%
2015
-0.41%-2.41%
2014
4.90%2.44%
2013
32.22%40.91%
2012
14.54%13.15%
2011
-3.87%-3.55%
2010
23.67%26.98%
2009
45.88%35.46%
2008
N/A-41.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20233.15%5.34%-7.97%N/A
2022-15.31%-25.99%-2.29%1.71%
20211.45%7.89%2.66%-4.90%
2020-17.46%41.03%7.27%27.19%
201930.53%3.63%-6.23%9.04%
20183.08%12.82%10.61%-24.74%
20176.59%11.34%6.94%7.87%
2016-4.84%4.20%7.43%-2.54%
20156.67%1.62%-12.79%5.35%
20142.24%1.50%-4.52%5.88%
201310.53%0.90%10.64%7.15%
201214.42%-4.92%4.24%0.99%
201110.16%-0.46%-22.73%13.46%
20109.24%-11.62%14.29%12.08%
2009-0.40%18.18%18.12%4.92%
20080.24%-14.67%-29.40%N/A

Rank in category (by total return)

YTD85
1-month84
3-month79
1-year90
3-year90
5-year75

Load adjusted returns

1-year1.71%
3-year-5.40%
5-year1.93%
10-year8.46%