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Alger Small Cap Growth Institutional I (ALSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.00+0.03 (+0.19%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.87%
5-year average return1.77%
Number of years up21
Number of years down9
Best 1-yr total return (2 July 2024)64.87%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return64.87%
Worst 3-yr total return-12.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALSRXCategory
YTD-0.31%12.40%
1-month-0.74%3.37%
3-month-7.11%4.88%
1-year4.83%55.69%
3-year-14.55%19.34%
5-year2.14%20.72%
10-year6.66%13.98%
Last bull market29.42%27.85%
Last bear market-24.90%-24.06%

Annual total return (%) history

Year
ALSRXCategory
2024
N/AN/A
2023
14.83%N/A
2022
-38.17%N/A
2021
-4.93%N/A
2020
64.87%38.62%
2019
29.78%27.68%
2018
0.02%-5.76%
2017
28.43%21.50%
2016
7.13%11.20%
2015
-3.32%-2.41%
2014
-0.25%2.44%
2013
34.18%40.91%
2012
12.43%13.15%
2011
-2.91%-3.55%
2010
25.63%26.98%
2009
43.71%35.46%
2008
-45.91%-41.55%
2007
15.52%7.59%
2006
17.69%10.81%
2005
15.79%6.02%
2004
16.46%12.41%
2003
41.88%45.54%
2002
-26.84%-27.88%
2001
-27.98%-8.91%
2000
-22.84%-3.85%
1999
52.16%64.77%
1998
25.00%5.23%
1997
14.21%17.41%
1996
14.83%18.67%
1995
60.83%36.15%
1994
3.51%-0.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.32%-7.11%N/AN/A
20235.99%3.03%-6.27%12.19%
2022-15.56%-24.90%-3.20%0.72%
20211.59%6.18%-4.32%-7.88%
2020-10.35%39.46%11.70%18.06%
201919.16%8.71%-4.40%4.80%
20183.36%11.41%11.62%-22.18%
20178.26%5.98%6.87%4.74%
2016-8.91%5.14%9.44%2.20%
20157.02%0.24%-12.18%2.62%
20140.03%0.28%-7.50%7.50%
201311.74%2.56%11.86%4.67%
201212.63%-4.94%3.97%1.00%
20119.77%-0.79%-22.63%15.22%
20109.30%-9.95%12.24%13.73%
2009-1.82%20.34%16.08%4.78%
2008-16.87%1.69%-12.03%-27.26%
20073.89%7.29%3.45%0.18%
200613.16%-3.83%-1.93%10.28%
2005-3.92%6.90%10.27%2.24%
20047.72%1.31%-7.60%15.50%
2003-1.55%17.24%9.17%12.60%
2002-0.07%-14.50%-18.75%5.38%
2001-26.59%7.86%-22.53%17.40%
20009.52%-6.92%-7.06%-18.56%
19999.56%11.07%-3.56%29.64%
199814.23%3.46%-18.74%30.16%
1997-13.05%21.03%19.24%-8.99%
19965.32%7.72%1.99%-0.76%
199511.09%26.30%23.23%-6.98%
1994-8.25%-4.76%10.86%6.86%

Rank in category (by total return)

YTD88
1-month67
3-month94
1-year78
3-year96
5-year95

Load adjusted returns

1-year4.83%
3-year-14.55%
5-year2.14%
10-year6.66%