ALARX
Alger Capital Appreciation Instn'l-I
$37.20
-0.31 (-0.83%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Growth |
---|---|
Market Cap | 2122.093M |
52 Week High | 39.24 |
52 Week Low | 25.739 |
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Key Data
Symbol | ALARX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 37.2 |
Price Yesterday | 37.51 |
Market Cap | 2,122.09 |
YTD Return | 12.32% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0123 |
Overview
52 Week High | 39.24 |
---|---|
52 Week Low | 25.74 |
Market Cap | 2,122.09M |
Shares Outstanding | 57.05M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 7.20% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 7.20% |
Returns Annualized
One Day | -87.67% |
---|---|
Five Days | -93.24% |
One Months | -21.88% |
Three Months | 39.86% |
Six Months | 64.22% |
Nine Months | 25.91% |
One Year | 40.29% |
Three Years | 3.44% |
Five Years | 13.86% |
Ten Years | 13.63% |
YTD | 47.80% |
Since Inception | 12.06% |
Returns Total
One Day | -0.83% |
---|---|
Five Days | -5.20% |
One Month | -2.13% |
Three Months | 8.74% |
Six Months | 27.87% |
Nine Months | 18.95% |
One Year | 40.25% |
Three Years | 10.68% |
Five Years | 91.06% |
Ten Years | 257.97% |
YTD | 12.32% |
Since Inception | 3,082.21% |
Yearly Returns
2024 | 12.32% |
---|---|
2023 | 42.88% |
2022 | -36.96% |
2021 | 18.48% |
2020 | 41.34% |
2019 | 33.12% |
2018 | -0.87% |
2017 | 31.01% |
2016 | 0.47% |
2015 | 6.23% |
Risk against SP-DA
Alpha | 11.56% |
---|---|
Beta | 1.36 |
Correlation | 94.18% |
Downside Deviation | 3.25% |
Coefficient of determination | 88.70% |
Standard Deviation | 4.92% |
Sharpe Ratio | 1.04 |
Sortino | 5.47 |
Treynor | 25.64 |
Ulcer Index | 3.4 |
Ulcer Performance Index | 5.22 |