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Alger Dynamic Opportunities Z (ADOZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.05-0.01 (-0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.08%
5-year average return8.72%
Number of years up9
Number of years down4
Best 1-yr total return (19 Jun 2024)47.58%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return47.58%
Worst 3-yr total return-2.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnADOZXCategory
YTD10.65%9.18%
1-month4.08%-0.20%
3-month2.29%3.85%
1-year13.01%22.90%
3-year-0.77%7.45%
5-year8.66%7.00%
10-year7.82%4.81%
Last bull market21.15%11.80%
Last bear market-10.03%-12.04%

Annual total return (%) history

Year
ADOZXCategory
2024
N/AN/A
2023
4.54%N/A
2022
-13.64%N/A
2021
4.18%N/A
2020
47.58%7.89%
2019
13.18%11.90%
2018
-2.05%-6.29%
2017
17.26%11.18%
2016
-0.01%2.34%
2015
2.16%-2.02%
2014
4.24%2.92%
2013
18.19%14.62%
2012
9.69%5.15%
2011
-4.53%-2.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.13%N/AN/AN/A
2023-0.41%2.25%-6.71%10.05%
2022-6.62%-10.03%-1.21%4.05%
20212.96%5.32%3.52%-7.19%
20201.06%19.72%9.99%10.90%
201914.97%1.34%-4.11%1.30%
20181.04%5.87%7.77%-15.04%
20174.65%4.36%4.18%3.05%
2016-3.09%-0.84%3.81%0.23%
20153.07%2.59%-5.96%2.74%
2014-0.80%3.29%0.08%1.65%
20135.04%1.09%6.49%4.52%
20127.95%-1.71%3.29%0.09%
20115.56%0.09%-12.34%3.09%

Rank in category (by total return)

YTD19
1-month21
3-month55
1-year68
3-year77
5-year37

Load adjusted returns

1-year13.01%
3-year-0.77%
5-year8.66%
10-year7.82%