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Alger Responsible Investing C (AGFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.92+0.04 (+0.27%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.42%
5-year average return15.62%
Number of years up12
Number of years down3
Best 1-yr total return (24 Jun 2024)38.35%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return38.35%
Worst 3-yr total return2.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAGFCXCategory
YTD13.08%12.38%
1-month7.39%5.09%
3-month4.45%10.28%
1-year29.35%41.70%
3-year6.51%22.56%
5-year15.50%21.98%
10-year12.03%15.99%
Last bull market25.62%25.99%
Last bear market-21.43%-17.29%

Annual total return (%) history

Year
AGFCXCategory
2024
N/AN/A
2023
35.68%N/A
2022
-31.29%N/A
2021
22.96%N/A
2020
34.66%35.86%
2019
32.79%31.90%
2018
-2.38%-2.09%
2017
26.29%27.67%
2016
1.30%3.23%
2015
1.67%3.60%
2014
3.94%10.00%
2013
33.58%33.92%
2012
13.87%15.34%
2011
-5.81%-2.46%
2010
8.77%15.53%
2009
38.35%35.68%
2008
N/A-40.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.11%N/AN/AN/A
202312.83%11.56%-4.34%12.69%
2022-10.81%-21.43%-5.52%3.77%
20211.52%11.12%0.07%8.92%
2020-12.82%27.37%11.01%9.25%
201914.70%4.45%0.20%10.62%
20181.65%6.07%9.19%-17.08%
20179.52%4.57%5.09%4.93%
2016-1.50%-1.64%4.77%-0.20%
20152.43%1.36%-8.59%7.14%
2014-1.40%2.85%-1.38%3.94%
20139.62%4.66%6.29%9.53%
201214.04%-4.95%4.58%0.45%
20113.55%-3.12%-13.83%8.96%
20103.16%-11.73%11.18%7.45%
2009-5.10%18.16%15.37%6.94%
2008-24.54%N/AN/AN/A

Rank in category (by total return)

YTD43
1-month6
3-month15
1-year65
3-year58
5-year52

Load adjusted returns

1-year28.35%
3-year6.51%
5-year15.50%
10-year12.03%