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Alger Growth & Income A (ALBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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73.96+0.31 (+0.42%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.59%
5-year average return15.24%
Number of years up21
Number of years down6
Best 1-yr total return (2 Jul 2024)30.72%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.72%
Worst 3-yr total return7.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALBAXCategory
YTD13.92%5.31%
1-month3.46%-4.19%
3-month5.47%3.90%
1-year23.45%20.31%
3-year10.75%6.48%
5-year15.33%11.78%
10-year12.21%10.96%
Last bull market21.26%25.56%
Last bear market-13.02%-15.11%

Annual total return (%) history

Year
ALBAXCategory
2024
N/AN/A
2023
23.01%22.32%
2022
-14.11%-16.96%
2021
30.72%26.07%
2020
15.23%15.83%
2019
28.91%28.78%
2018
-4.72%-6.27%
2017
20.64%20.44%
2016
10.23%10.37%
2015
1.17%-1.07%
2014
12.18%10.96%
2013
29.30%31.50%
2012
11.78%14.96%
2011
4.83%-1.27%
2010
9.57%14.01%
2009
28.45%28.17%
2008
-31.44%-37.79%
2007
12.33%6.16%
2006
4.37%14.17%
2005
8.03%5.88%
2004
4.60%10.02%
2003
22.36%27.05%
2002
-16.96%-22.25%
2001
-2.70%-13.50%
2000
-4.33%-6.31%
1999
26.61%20.16%
1998
33.43%22.39%
1997
19.89%28.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.01%5.47%N/AN/A
20234.86%8.25%-2.56%11.21%
2022-3.78%-13.02%-6.19%9.40%
20216.91%8.34%0.81%11.95%
2020-19.79%19.56%6.72%12.58%
201910.62%3.54%3.32%8.94%
2018-2.30%2.22%7.77%-11.48%
20175.99%3.22%3.67%6.38%
20160.15%1.95%3.01%4.80%
20151.14%0.42%-6.79%6.87%
20141.22%4.92%1.47%4.10%
201310.54%2.33%3.82%10.10%
20129.78%-2.74%6.40%-1.61%
20113.60%1.27%-11.15%12.46%
20103.70%-6.52%7.74%4.90%
2009-1.07%11.46%12.40%3.63%
2008-8.26%-0.96%-8.34%-17.68%
20072.15%4.52%5.24%-0.03%
20060.34%-2.73%1.67%5.18%
2005-2.21%3.68%4.86%1.61%
20042.18%-0.47%-3.81%6.92%
20030.06%11.91%1.55%7.59%
2002-2.42%-8.08%-8.85%1.56%
2001-5.04%3.84%-7.60%6.80%
20007.99%-3.37%-0.77%-7.61%
19999.16%3.99%-2.82%14.77%
199810.65%7.06%-4.32%17.71%
1997-0.57%12.58%8.94%-1.69%

Rank in category (by total return)

YTD49
1-month32
3-month6
1-year45
3-year11
5-year14

Load adjusted returns

1-year16.97%
3-year8.78%
5-year14.10%
10-year11.61%