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Alger Mid Cap Growth A (AMGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.80-0.02 (-0.14%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.97%
5-year average return9.13%
Number of years up20
Number of years down7
Best 1-yr total return (26 June 2024)63.60%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return63.60%
Worst 3-yr total return-5.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAMGAXCategory
YTD7.19%10.80%
1-month1.33%4.43%
3-month-2.21%7.00%
1-year19.62%48.17%
3-year-3.57%21.26%
5-year10.23%20.18%
10-year9.40%14.07%
Last bull market32.01%27.14%
Last bear market-23.74%-21.26%

Annual total return (%) history

Year
AMGAXCategory
2024
N/AN/A
2023
22.96%N/A
2022
-35.10%N/A
2021
7.01%N/A
2020
63.60%39.26%
2019
29.85%32.52%
2018
-7.38%-6.65%
2017
29.77%23.91%
2016
0.76%6.03%
2015
-1.77%-0.95%
2014
7.62%7.00%
2013
35.60%34.93%
2012
16.09%14.07%
2011
-8.25%-3.96%
2010
18.73%24.61%
2009
50.78%39.11%
2008
-58.49%-43.77%
2007
31.51%15.09%
2006
9.72%9.00%
2005
9.34%9.84%
2004
12.66%13.23%
2003
45.90%35.96%
2002
-30.48%-27.24%
2001
-7.00%-19.98%
2000
12.92%-4.78%
1999
35.39%60.49%
1998
32.26%18.76%
1997
15.81%17.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.80%N/AN/AN/A
20239.32%8.79%-6.30%10.34%
2022-14.65%-23.74%-1.15%0.87%
20212.02%5.90%4.18%-4.93%
2020-15.21%34.32%20.04%19.67%
201920.38%6.32%-3.85%5.52%
20181.68%6.90%9.41%-22.12%
201710.54%5.02%5.43%6.03%
2016-4.55%0.79%5.32%-0.56%
20157.26%0.69%-12.84%4.35%
20142.00%3.83%-0.85%2.48%
201311.14%1.96%9.47%9.31%
201214.51%-4.55%4.62%1.52%
20119.26%-1.06%-23.83%11.42%
20106.19%-12.62%14.07%12.18%
20090.26%19.64%19.01%5.63%
2008-18.39%2.50%-26.61%-32.40%
20075.64%9.34%10.17%3.34%
20069.04%-8.18%-1.16%10.88%
2005-2.61%3.15%8.02%0.77%
20045.12%0.97%-8.31%15.77%
20031.49%20.22%5.50%13.33%
2002-4.15%-13.67%-18.81%3.47%
2001-17.37%16.93%-17.73%17.00%
200022.18%-3.79%7.06%-10.28%
19994.99%9.25%-6.00%25.57%
199816.30%4.01%-14.25%27.51%
1997-5.86%15.15%15.79%-7.73%

Rank in category (by total return)

YTD30
1-month73
3-month57
1-year50
3-year74
5-year49

Load adjusted returns

1-year13.34%
3-year-5.28%
5-year9.05%
10-year8.81%