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Alger Capital Appreciation Instl Y (ACAYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.04+0.41 (+0.90%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return32.11%
5-year average return16.75%
Number of years up4
Number of years down2
Best 1-yr total return (2 July 2024)43.46%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return43.46%
Worst 3-yr total return2.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnACAYXCategory
YTD29.04%12.38%
1-month6.68%5.09%
3-month10.40%10.28%
1-year42.92%41.70%
3-year7.35%22.56%
5-year16.68%21.98%
10-year14.63%15.99%
Last bull market36.13%25.99%
Last bear market-24.61%-17.29%

Annual total return (%) history

Year
ACAYXCategory
2024
N/AN/A
2023
43.46%N/A
2022
-36.51%N/A
2021
18.33%N/A
2020
41.85%35.86%
2019
33.67%31.90%
2018
-0.44%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.88%10.40%N/AN/A
202313.63%13.99%-4.01%15.39%
2022-12.45%-24.61%-2.93%-0.91%
20211.20%11.10%-0.35%5.62%
2020-11.23%28.19%13.73%9.60%
201915.61%5.45%-1.05%10.81%
20182.95%6.81%7.60%-15.86%
20175.01%5.68%6.67%N/A

Rank in category (by total return)

YTD1
1-month20
3-month2
1-year1
3-year50
5-year32

Load adjusted returns

1-year42.92%
3-year7.35%
5-year16.68%
10-year14.63%