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Alger Spectra Z (ASPZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.87+0.31 (+1.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return30.35%
5-year average return14.22%
Number of years up10
Number of years down3
Best 1-yr total return (1 July 2024)43.98%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return43.98%
Worst 3-yr total return-1.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnASPZXCategory
YTD28.53%12.38%
1-month6.75%5.09%
3-month9.83%10.28%
1-year40.52%41.70%
3-year4.43%22.56%
5-year14.20%21.98%
10-year13.50%15.99%
Last bull market35.73%25.99%
Last bear market-23.90%-17.29%

Annual total return (%) history

Year
ASPZXCategory
2024
N/AN/A
2023
41.81%N/A
2022
-39.14%N/A
2021
12.11%N/A
2020
43.98%35.86%
2019
32.61%31.90%
2018
-0.57%-2.09%
2017
31.47%27.67%
2016
0.17%3.23%
2015
7.41%3.60%
2014
12.60%10.00%
2013
35.48%33.92%
2012
19.08%15.34%
2011
-0.22%-2.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.02%9.83%N/AN/A
202314.05%13.73%-4.84%14.89%
2022-15.53%-23.90%-2.45%-2.94%
2021-1.33%10.69%1.55%1.09%
2020-13.12%30.06%14.62%11.16%
201915.41%5.91%-1.22%9.84%
20182.90%7.25%7.66%-16.32%
201711.08%4.99%5.61%6.75%
2016-3.65%-0.06%6.19%-2.04%
20155.67%1.46%-7.79%8.66%
20140.28%5.72%2.36%3.76%
20138.94%1.33%9.81%11.76%
201216.51%-4.32%7.22%-0.38%
20117.23%0.31%-15.51%9.79%

Rank in category (by total return)

YTD2
1-month17
3-month3
1-year5
3-year75
5-year65

Load adjusted returns

1-year40.52%
3-year4.43%
5-year14.20%
10-year13.50%