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Alger Growth & Income Z (AGIZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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74.06+0.31 (+0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.30%
5-year average return15.65%
Number of years up9
Number of years down2
Best 1-yr total return (1 July 2024)31.13%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return31.13%
Worst 3-yr total return8.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAGIZXCategory
YTD14.09%5.31%
1-month3.48%-4.19%
3-month5.55%3.90%
1-year23.83%20.31%
3-year11.09%6.48%
5-year15.71%11.78%
10-year12.56%10.96%
Last bull market21.41%25.56%
Last bear market-12.95%-15.11%

Annual total return (%) history

Year
AGIZXCategory
2024
N/AN/A
2023
23.38%22.32%
2022
-13.83%-16.96%
2021
31.13%26.07%
2020
15.65%15.83%
2019
29.39%28.78%
2018
-4.37%-6.27%
2017
21.00%20.44%
2016
10.51%10.37%
2015
1.44%-1.07%
2014
12.44%10.96%
2013
29.58%31.50%
2012
N/A14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.09%5.55%N/AN/A
20234.94%8.33%-2.46%11.28%
2022-3.70%-12.95%-6.13%9.50%
20217.01%8.41%0.89%12.04%
2020-19.71%19.68%6.82%12.67%
201910.72%3.64%3.43%9.02%
2018-2.21%2.31%7.86%-11.39%
20176.07%3.28%3.74%6.47%
20160.20%2.02%3.10%4.86%
20151.21%0.48%-6.70%6.93%
20141.26%5.01%1.53%4.14%
201310.60%2.37%3.87%10.17%
2012-2.68%6.46%-1.52%N/A

Rank in category (by total return)

YTD46
1-month30
3-month5
1-year42
3-year7
5-year10

Load adjusted returns

1-year23.83%
3-year11.09%
5-year15.71%
10-year12.56%