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Alger Responsible Investing I (AGIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.32+0.12 (+0.70%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.13%
5-year average return16.19%
Number of years up12
Number of years down3
Best 1-yr total return (23 May 2024)39.23%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return39.23%
Worst 3-yr total return3.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAGIFXCategory
YTD5.56%12.38%
1-month-4.37%5.09%
3-month2.80%10.28%
1-year26.27%41.70%
3-year4.49%22.56%
5-year13.18%21.98%
10-year12.21%15.99%
Last bull market26.14%25.99%
Last bear market-21.31%-17.29%

Annual total return (%) history

Year
AGIFXCategory
2024
N/AN/A
2023
36.74%N/A
2022
-30.78%N/A
2021
23.91%N/A
2020
35.66%35.86%
2019
33.98%31.90%
2018
-1.68%-2.09%
2017
27.34%27.67%
2016
1.99%3.23%
2015
2.59%3.60%
2014
4.80%10.00%
2013
34.67%33.92%
2012
14.72%15.34%
2011
-5.08%-2.46%
2010
9.57%15.53%
2009
39.23%35.68%
2008
N/A-40.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.37%N/AN/AN/A
202312.98%11.80%-4.15%12.95%
2022-10.62%-21.31%-5.38%4.03%
20211.67%11.39%0.31%9.07%
2020-12.69%27.65%11.23%9.44%
201915.02%4.67%0.36%10.88%
20181.81%6.34%9.40%-16.99%
20179.79%4.76%5.22%5.22%
2016-1.31%-1.55%4.94%0.03%
20152.65%1.51%-8.26%7.33%
2014-1.12%3.07%-1.21%4.10%
20139.93%5.05%6.32%9.69%
201214.05%-4.55%4.76%0.59%
20113.65%-2.91%-13.72%9.32%
20103.30%-11.62%11.43%7.69%
2009-5.08%18.62%15.48%7.08%
2008-24.36%N/AN/AN/A

Rank in category (by total return)

YTD66
1-month32
3-month72
1-year69
3-year57
5-year50

Load adjusted returns

1-year26.27%
3-year4.49%
5-year13.18%
10-year12.21%