Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMCGX (ALGER MIDCAP GROWTH FUND ALGER MIDCAP GROWTH FUND CLASS B) | 2.67% | 14.97% | 15.90% | -6.08% | 5.45% | 6.00% | 5.00% | … | … |
Data as of 06/08/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMCGX (ALGER MIDCAP GROWTH FUND ALGER MIDCAP GROWTH FUND CLASS B) | 06/21/1996 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.78 | 14.97 | 15.90 | -6.08 | 5.45 | 6.00 | 5.00 | … | … | 2.67 | 18.71 | 20.10 | 22.85 | -35.19 | -33.85 | 43.63 | 29.63 | -8.03 | 28.74 | 0.12 | -2.39 | 6.81 | 34.53 | 15.28 | -8.93 | 17.58 | 49.55 | -58.83 | 30.94 | 8.92 | 8.57 | 11.92 | 44.55 | -31.01 | -7.58 | 11.91 | 18.80 | 19.03 | 5.56 | 1.77 |
| Sharpe Ratio | NA | 0.64 | 0.62 | -0.26 | 0.14 | NA | NA | … | … | 0.15 | 0.63 | 0.79 | 1.15 | -1.06 | -0.63 | 1.16 | 1.84 | -0.44 | 2.93 | -0.01 | -0.15 | 0.43 | 2.48 | 0.96 | -0.29 | 0.78 | 1.67 | -1.23 | 1.57 | 0.33 | 0.44 | 0.59 | 2.19 | -1.14 | -0.37 | 0.24 | 0.61 | 0.61 | 0.09 | -0.01 |
| Standard Deviation(%) | NA | 19.34 | 20.78 | 31.80 | 27.90 | NA | NA | … | … | 22.34 | 25.78 | 17.21 | 16.32 | 34.67 | 53.43 | 37.24 | 15.34 | 21.51 | 9.65 | 16.43 | 16.23 | 15.89 | 13.93 | 15.99 | 30.76 | 22.44 | 29.66 | 48.46 | 17.92 | 17.28 | 14.49 | 18.49 | 19.99 | 28.23 | 27.08 | 33.25 | 25.72 | 25.72 | 23.09 | 17.04 |
| Draw Down(%) | NA | 16.20 | 26.65 | 66.46 | 66.46 | NA | NA | … | … | 16.20 | 26.65 | 10.01 | 16.06 | 37.77 | 48.78 | 33.91 | 10.47 | 28.13 | 4.11 | 17.85 | 17.60 | 12.89 | 6.96 | 11.75 | 30.96 | 19.10 | 20.34 | 68.53 | 10.44 | 19.59 | 9.55 | 19.60 | 11.59 | 38.41 | 29.70 | 21.86 | 14.11 | 31.87 | 23.05 | 12.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.59 | 2.96 | 2.78 | 3.50 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.09 | 0.00 | 12.90 | 6.44 | 1.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 24.07 | 12.04 | 12.46 | 0.00 | 0.00 | 0.00 | 0.00 | 4.77 | 6.96 | 5.13 | 4.39 | 0.86 |
Data as of 06/08/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMCGX (ALGER MIDCAP GROWTH FUND ALGER MIDCAP GROWTH FUND CLASS B) |
-22.77%
Nov 2020 – Nov 2023 |
-9.10%
Feb 2004 – Feb 2009 |
-2.30%
Aug 2000 – Aug 2010 |
0.06%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMCGX (ALGER MIDCAP GROWTH FUND ALGER MIDCAP GROWTH FUND CLASS B) |
26.49%
Feb 2009 – Feb 2012 |
23.69%
Feb 2009 – Feb 2014 |
16.14%
Sep 2011 – Sep 2021 |
9.49%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart