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Alger Spectra Y (ASPYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.26-0.26 (-0.91%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return29.75%
5-year average return14.61%
Number of years up4
Number of years down1
Best 1-yr total return (26 Jun 2024)44.09%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return44.09%
Worst 3-yr total return-1.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnASPYXCategory
YTD20.43%12.38%
1-month7.69%5.09%
3-month5.33%10.28%
1-year40.50%41.70%
3-year4.46%22.56%
5-year14.29%21.98%
10-year12.99%15.99%
Last bull market35.78%25.99%
Last bear market-23.86%-17.29%

Annual total return (%) history

Year
ASPYXCategory
2024
N/AN/A
2023
41.90%N/A
2022
-39.08%N/A
2021
12.10%N/A
2020
44.09%35.86%
2019
32.73%31.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.06%N/AN/AN/A
202314.07%13.75%-4.83%14.90%
2022-15.55%-23.86%-2.39%-2.93%
2021-1.33%10.68%1.58%1.06%
2020-13.08%30.03%14.65%11.19%
201915.47%5.96%-1.18%9.78%

Rank in category (by total return)

YTD2
1-month4
3-month6
1-year5
3-year74
5-year69

Load adjusted returns

1-year40.50%
3-year4.46%
5-year14.29%
10-year12.99%