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Alger Capital Appreciation Instl Z-2 (ACIZX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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45.80
+0.41
(+0.90%)
As of 08:05AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
32.06%
5-year average return
16.80%
Number of years up
5
Number of years down
2
Best 1-yr total return (2 July 2024)
43.46%
Worst 1-yr total return (2 July 2024)
N/A
Best 3-yr total return
43.46%
Worst 3-yr total return
2.24%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
ACIZX
Category
YTD
29.04%
12.38%
1-month
6.69%
5.09%
3-month
10.43%
10.28%
1-year
42.95%
41.70%
3-year
7.48%
22.56%
5-year
16.74%
21.98%
10-year
14.65%
15.99%
Last bull market
36.11%
25.99%
Last bear market
-24.64%
-17.29%
Annual total return (%) history
Year
ACIZX
Category
2024
N/A
N/A
2023
43.46%
N/A
2022
-36.27%
N/A
2021
18.28%
N/A
2020
41.80%
35.86%
2019
33.54%
31.90%
2018
-0.56%
-2.09%
2017
31.45%
27.67%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
16.85%
10.43%
N/A
N/A
2023
13.65%
13.95%
-4.00%
15.40%
2022
-12.46%
-24.64%
-2.97%
-0.44%
2021
1.15%
11.11%
-0.38%
5.64%
2020
-11.22%
28.17%
13.70%
9.59%
2019
15.62%
5.42%
-1.08%
10.76%
2018
2.92%
6.77%
7.57%
-15.88%
2017
11.09%
5.01%
5.64%
6.67%
Rank in category (by total return)
YTD
1
1-month
20
3-month
2
1-year
1
3-year
50
5-year
32
Load adjusted returns
1-year
42.95%
3-year
7.48%
5-year
16.74%
10-year
14.65%
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