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Alger Balanced I-2 (ABLOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.16+0.10 (+0.47%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.88%
5-year average return10.39%
Number of years up27
Number of years down7
Best 1-yr total return (27 Jun 2024)29.25%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return29.25%
Worst 3-yr total return5.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnABLOXCategory
YTD7.92%9.69%
1-month3.86%0.91%
3-month4.02%5.21%
1-year19.52%27.06%
3-year7.26%11.00%
5-year10.66%10.26%
10-year8.61%8.34%
Last bull market16.57%15.58%
Last bear market-9.83%-12.16%

Annual total return (%) history

Year
ABLOXCategory
2024
N/AN/A
2023
17.43%N/A
2022
-11.31%N/A
2021
19.12%N/A
2020
10.23%11.72%
2019
19.50%19.23%
2018
-3.32%-5.76%
2017
15.44%13.21%
2016
8.51%7.34%
2015
1.47%-1.93%
2014
9.43%6.21%
2013
15.28%16.48%
2012
6.23%11.72%
2011
0.03%-0.11%
2010
10.33%11.83%
2009
29.25%24.13%
2008
-31.76%-28.00%
2007
12.37%5.99%
2006
4.72%11.29%
2005
8.42%5.13%
2004
4.52%8.86%
2003
19.03%20.35%
2002
-12.29%-12.02%
2001
-1.92%-5.05%
2000
-2.92%1.82%
1999
29.32%10.71%
1998
31.51%13.52%
1997
19.80%19.63%
1996
10.26%13.70%
1995
28.58%25.63%
1994
-4.31%-2.52%
1993
7.79%11.37%
1992
9.48%7.73%
1991
4.33%24.89%
1990
6.53%-1.10%
1989
N/A19.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.29%N/AN/AN/A
20233.90%5.75%-1.89%8.93%
2022-3.37%-9.83%-4.69%6.79%
20214.22%5.51%0.48%7.80%
2020-12.67%12.39%4.15%7.83%
20197.53%2.79%2.32%5.67%
2018-2.03%1.36%5.21%-7.47%
20174.70%2.68%2.98%4.28%
20161.39%2.12%2.15%2.59%
20151.52%-0.20%-4.09%4.42%
20141.26%3.95%0.92%3.02%
20134.90%0.40%2.65%6.63%
20127.79%-4.53%4.10%-0.83%
20113.27%-0.31%-8.00%5.61%
20103.89%-6.61%8.13%5.16%
2009-1.04%11.85%12.45%3.85%
2008-8.08%-0.85%-8.32%-18.34%
20072.41%4.32%5.26%-0.07%
20060.55%-2.65%1.59%5.30%
2005-2.21%3.74%5.03%1.76%
20042.28%-0.75%-3.50%6.69%
20030.27%10.33%1.23%6.30%
2002-2.37%-5.86%-6.00%1.53%
2001-4.36%3.57%-6.21%5.57%
20008.41%-3.30%-0.87%-6.58%
19999.40%5.45%-3.02%15.59%
199810.13%6.35%-3.98%16.94%
19970.11%11.78%8.56%-1.37%
19963.45%1.86%2.38%2.21%
19955.28%12.74%10.09%-1.59%
1994-5.70%-2.94%4.84%-0.28%
1993-2.04%3.10%5.07%1.58%
19920.59%0.65%0.50%7.59%
19911.27%1.25%0.73%1.01%
19901.09%2.24%1.24%1.81%
19892.48%N/AN/AN/A

Rank in category (by total return)

YTD8
1-month12
3-month6
1-year10
3-year2
5-year8

Load adjusted returns

1-year19.52%
3-year7.26%
5-year10.66%
10-year8.61%