Nasdaq - Delayed Quote USD

Alger Focus Equity A (ALAFX)

78.94 +0.39 (+0.50%)
As of 8:05 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 50.80%
5y Average Return 20.44%
Number of Years Up 10
Number of Years Down 1
Best 1Y Total Return (Nov 20, 2024) 45.66%
Worst 1Y Total Return (Nov 20, 2024) --
Best 3Y Total Return 45.66%
Worst 3Y Total Return 3.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ALAFX
Category
YTD
37.80%
12.38%
1-Month
1.40%
5.09%
3-Month
10.46%
10.28%
1-Year
60.77%
41.70%
3-Year
8.02%
22.56%
5-Year
18.99%
21.98%
10-Year
16.17%
15.99%
Last Bull Market
36.02%
25.99%
Last Bear Market
-23.64%
-17.29%

Annual Total Return (%) History

Year
ALAFX
Category
2024
--
--
2023
44.15%
--
2022
-35.95%
--
2021
19.62%
--
2020
45.66%
35.86%
2019
33.84%
31.90%
2018
1.29%
-2.09%
2017
33.75%
27.67%

2016
1.04%
3.23%
2015
6.90%
3.60%
2014
13.84%
10.00%
2013
35.65%
33.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 16.59% 10.57% 5.42% --
2023 14.68% 14.15% -4.31% 15.08%
2022 -12.33% -23.64% -3.15% -1.22%
2021 2.15% 11.56% -1.20% 6.24%
2020 -10.64% 30.44% 13.84% 9.78%
2019 15.73% 5.21% -0.90% 10.92%
2018 4.26% 8.02% 7.14% -16.06%
2017 11.18% 5.97% 5.88% 7.22%
2016 -3.12% -0.69% 6.63% -1.50%
2015 4.98% 2.52% -8.84% 8.97%

2014 0.25% 5.20% 3.80% 3.99%
2013 8.71% 1.13% 10.33% 11.83%

Rank in Category (By Total Return)

YTD 1
1-Month 5
3-Month 3
1-Year 2
3-Year 20
5-Year 12

Load Adjusted Returns

1-Year 52.33%
3-Year 6.10%
5-Year 17.71%
10-Year 15.55%

Performance & Risk

YTD Return 50.80%
5y Average Return 20.44%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Alger
Net Assets 1.79B
YTD Return 37.80%
Yield 0.07%
Morningstar Rating
Inception Date Dec 31, 2012

Fund Summary

The advisor intends to invest a substantial portion of its assets in a smaller number of issuers. Generally, the fund will own approximately 50 holdings. Fund holdings may occasionally differ from this number for a variety of reasons. The fund may engage in active trading of portfolio securities.

Related Tickers