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Alger Health Sciences Z (AHSZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.38-0.16 (-0.71%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.41%
5-year average return4.47%
Number of years up5
Number of years down3
Best 1-yr total return (25 Jun 2024)37.75%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return37.75%
Worst 3-yr total return-6.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAHSZXCategory
YTD6.83%7.95%
1-month3.42%4.81%
3-month-0.62%7.18%
1-year9.07%30.16%
3-year-4.00%16.10%
5-year5.65%15.71%
10-year9.04%15.27%
Last bull market22.97%23.06%
Last bear market-15.16%-13.88%

Annual total return (%) history

Year
AHSZXCategory
2024
N/AN/A
2023
-3.90%N/A
2022
-16.74%N/A
2021
2.79%N/A
2020
31.45%27.63%
2019
22.42%26.23%
2018
6.16%-0.40%
2017
37.75%24.31%
2016
-2.86%-10.60%
2015
N/A8.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.46%N/AN/AN/A
2023-5.23%4.17%-9.40%7.44%
2022-9.71%-15.16%-1.45%10.28%
2021-2.99%9.86%4.69%-7.87%
2020-11.06%24.55%9.27%8.60%
201913.55%4.31%-10.67%15.71%
20183.35%13.87%10.86%-18.63%
201716.43%10.97%4.60%1.92%
2016-15.96%3.79%8.69%2.46%
2015-15.43%4.04%N/AN/A

Rank in category (by total return)

YTD15
1-month28
3-month36
1-year44
3-year69
5-year77

Load adjusted returns

1-year9.07%
3-year-4.00%
5-year5.65%
10-year9.04%