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Alger Capital Appreciation Ptfl I-2 (ALVOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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100.56+0.40 (+0.40%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return28.05%
5-year average return17.15%
Number of years up21
Number of years down7
Best 1-yr total return (12 Jun 2024)51.10%
Worst 1-yr total return (12 Jun 2024)N/A
Best 3-yr total return51.10%
Worst 3-yr total return2.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALVOXCategory
YTD20.54%12.38%
1-month8.12%5.09%
3-month6.04%10.28%
1-year42.02%41.70%
3-year6.87%22.56%
5-year16.79%21.98%
10-year14.28%15.99%
Last bull market35.43%25.99%
Last bear market-24.82%-17.29%

Annual total return (%) history

Year
ALVOXCategory
2024
N/AN/A
2023
43.13%N/A
2022
-36.52%N/A
2021
19.13%N/A
2020
41.75%35.86%
2019
33.58%31.90%
2018
-0.10%-2.09%
2017
31.08%27.67%
2016
0.50%3.23%
2015
6.19%3.60%
2014
13.75%10.00%
2013
35.19%33.92%
2012
18.30%15.34%
2011
-0.30%-2.46%
2010
14.03%15.53%
2009
51.10%35.68%
2008
-45.13%-40.67%
2007
33.53%13.35%
2006
19.26%7.05%
2005
14.45%6.71%
2004
8.19%7.81%
2003
34.72%28.66%
2002
-33.91%-27.64%
2001
-15.93%-22.30%
2000
-24.83%-13.05%
1999
78.07%38.87%
1998
57.83%34.55%
1997
19.68%26.36%
1996
12.04%19.76%
1995
N/A32.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.44%N/AN/AN/A
202313.80%13.70%-3.97%15.20%
2022-12.20%-24.82%-2.99%-0.86%
20211.81%10.98%-0.20%5.65%
2020-11.28%27.98%13.62%9.88%
201915.48%5.55%-0.99%10.69%
20182.84%6.82%7.60%-15.49%
201711.01%4.98%5.57%6.54%
2016-3.19%0.02%5.96%-2.04%
20155.26%1.46%-7.95%8.02%
20140.91%5.55%2.51%4.19%
20139.29%1.14%9.71%11.47%
201216.65%-4.66%7.09%-0.68%
20117.02%0.19%-15.41%9.92%
20104.55%-13.46%12.25%12.27%
2009-1.78%20.74%18.51%7.52%
2008-16.39%3.76%-18.34%-22.55%
20076.58%7.89%10.94%4.67%
20067.39%-4.07%4.72%10.55%
2005-3.13%4.31%8.08%4.79%
20044.59%1.33%-9.77%13.14%
20033.41%16.51%1.75%9.90%
2002-4.66%-16.12%-14.98%-2.80%
2001-18.81%10.05%-17.24%13.69%
200014.47%-15.28%-0.72%-21.93%
199922.84%2.20%1.20%40.16%
199814.07%10.14%-4.79%31.95%
1997-5.22%19.13%12.40%-5.70%
19965.34%5.82%0.47%0.05%
199528.18%22.40%-1.86%N/A

Rank in category (by total return)

YTD2
1-month3
3-month3
1-year4
3-year53
5-year33

Load adjusted returns

1-year42.02%
3-year6.87%
5-year16.79%
10-year14.28%