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Alger Mid Cap Growth Institutional I (ALMRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.94+0.08 (+0.37%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.45%
5-year average return8.49%
Number of years up23
Number of years down7
Best 1-yr total return (17 June 2024)64.10%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return64.10%
Worst 3-yr total return-6.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALMRXCategory
YTD7.32%10.80%
1-month1.40%4.43%
3-month-2.16%7.00%
1-year19.81%48.17%
3-year-4.70%21.26%
5-year9.68%20.18%
10-year9.22%14.07%
Last bull market32.26%27.14%
Last bear market-24.19%-21.26%

Annual total return (%) history

Year
ALMRXCategory
2024
N/AN/A
2023
22.68%N/A
2022
-35.28%N/A
2021
4.42%N/A
2020
64.10%39.26%
2019
29.80%32.52%
2018
-7.79%-6.65%
2017
29.55%23.91%
2016
1.43%6.03%
2015
-1.37%-0.95%
2014
9.38%7.00%
2013
36.21%34.93%
2012
16.24%14.07%
2011
-7.75%-3.96%
2010
19.32%24.61%
2009
51.40%39.11%
2008
-58.74%-43.77%
2007
34.56%15.09%
2006
9.51%9.00%
2005
10.32%9.84%
2004
12.07%13.23%
2003
45.66%35.96%
2002
-29.46%-27.24%
2001
-6.18%-19.98%
2000
16.95%-4.78%
1999
41.77%60.49%
1998
39.21%18.76%
1997
20.25%17.98%
1996
15.19%18.11%
1995
51.89%34.57%
1994
9.77%-1.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.86%N/AN/AN/A
20239.28%8.66%-6.44%10.43%
2022-14.84%-24.19%-0.61%0.86%
20212.51%6.22%1.24%-5.28%
2020-15.38%34.23%20.83%19.58%
201920.25%6.33%-3.74%5.46%
20181.53%6.92%9.14%-22.17%
201710.60%4.91%5.44%5.88%
2016-4.57%0.85%5.31%0.09%
20157.51%0.70%-12.78%4.45%
20141.98%4.98%-0.63%2.82%
201311.52%1.89%9.56%9.41%
201213.82%-4.36%5.33%1.38%
20119.72%-1.35%-23.10%10.83%
20106.29%-12.93%14.40%12.71%
20090.51%19.44%19.77%5.30%
2008-18.53%3.47%-27.08%-32.88%
20076.08%9.86%11.45%3.60%
20068.37%-7.67%-1.26%10.84%
2005-2.61%3.29%8.07%1.47%
20044.45%1.00%-7.88%15.32%
20032.00%20.09%5.53%12.68%
2002-2.96%-13.51%-18.35%2.94%
2001-17.48%17.81%-17.07%16.35%
200023.18%-2.75%7.67%-9.32%
19995.54%12.14%-4.57%25.52%
199816.67%4.76%-13.34%31.43%
1997-5.79%15.63%17.90%-6.38%
19967.14%3.18%2.00%2.15%
19958.55%19.95%20.85%-3.48%
1994-4.21%-5.90%14.03%6.80%

Rank in category (by total return)

YTD29
1-month71
3-month55
1-year48
3-year82
5-year57

Load adjusted returns

1-year19.81%
3-year-4.70%
5-year9.68%
10-year9.22%