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Alger Growth & Income C (ALBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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72.69+0.30 (+0.41%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.16%
5-year average return14.38%
Number of years up20
Number of years down6
Best 1-yr total return (2 Jul 2024)29.72%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.72%
Worst 3-yr total return6.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALBCXCategory
YTD13.51%5.31%
1-month3.40%-4.19%
3-month5.29%3.90%
1-year22.54%20.31%
3-year9.92%6.48%
5-year14.47%11.78%
10-year11.37%10.96%
Last bull market20.88%25.56%
Last bear market-13.19%-15.11%

Annual total return (%) history

Year
ALBCXCategory
2024
N/AN/A
2023
22.09%22.32%
2022
-14.74%-16.96%
2021
29.72%26.07%
2020
14.35%15.83%
2019
27.95%28.78%
2018
-5.45%-6.27%
2017
19.72%20.44%
2016
9.40%10.37%
2015
0.42%-1.07%
2014
11.34%10.96%
2013
28.31%31.50%
2012
10.93%14.96%
2011
4.06%-1.27%
2010
8.78%14.01%
2009
27.46%28.17%
2008
-31.94%-37.79%
2007
11.48%6.16%
2006
3.59%14.17%
2005
7.24%5.88%
2004
3.75%10.02%
2003
21.57%27.05%
2002
-17.63%-22.25%
2001
-3.37%-13.50%
2000
-5.09%-6.31%
1999
25.61%20.16%
1998
32.52%22.39%
1997
N/A28.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.81%5.29%N/AN/A
20234.67%8.05%-2.75%11.00%
2022-3.94%-13.19%-6.37%9.19%
20216.72%8.13%0.61%11.73%
2020-19.93%19.30%6.55%12.35%
201910.43%3.32%3.11%8.76%
2018-2.46%2.01%7.56%-11.65%
20175.80%3.00%3.46%6.19%
2016-0.05%1.76%2.82%4.61%
20150.98%0.20%-6.94%6.65%
20141.03%4.72%1.29%3.89%
201310.35%2.12%3.62%9.89%
20129.56%-2.90%6.17%-1.78%
20113.45%1.05%-11.34%12.28%
20103.49%-6.70%7.60%4.70%
2009-1.27%11.21%12.17%3.49%
2008-8.44%-1.07%-8.57%-17.82%
20071.98%4.31%5.06%-0.26%
20060.15%-2.91%1.45%5.02%
2005-2.39%3.46%4.69%1.44%
20041.94%-0.69%-3.94%6.68%
2003-0.07%11.71%1.35%7.46%
2002-2.61%-8.27%-9.01%1.34%
2001-5.19%3.65%-7.81%6.67%
20007.80%-3.59%-0.92%-7.82%
19998.90%3.78%-3.00%14.58%
199810.49%6.85%-4.47%17.51%
1997-1.87%N/AN/AN/A

Rank in category (by total return)

YTD53
1-month34
3-month8
1-year54
3-year22
5-year35

Load adjusted returns

1-year21.54%
3-year9.92%
5-year14.47%
10-year11.37%