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Alger Mid Cap Focus I (AFOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.35+0.08 (+0.52%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.47%
5-year average return11.02%
Number of years up3
Number of years down1
Best 1-yr total return (27 Jun 2024)84.35%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return84.35%
Worst 3-yr total return-7.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFOIXCategory
YTD13.92%10.80%
1-month2.12%4.43%
3-month0.00%7.00%
1-year30.87%48.17%
3-year-4.59%21.26%
5-year0.00%20.18%
10-year0.00%14.07%
Last bull market39.86%27.14%
Last bear market-28.14%-21.26%

Annual total return (%) history

Year
AFOIXCategory
2024
N/AN/A
2023
16.47%N/A
2022
-37.37%N/A
2021
9.98%N/A
2020
84.35%39.26%
2019
N/A32.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.39%N/AN/AN/A
20234.66%2.80%-5.61%14.69%
2022-11.93%-28.14%-1.71%0.69%
20214.53%5.92%3.71%-4.22%
2020-6.78%36.80%15.35%25.33%
2019-4.58%5.31%N/AN/A

Rank in category (by total return)

YTD8
1-month50
3-month25
1-year10
3-year80
5-yearN/A

Load adjusted returns

1-year30.87%
3-year-4.59%
5-yearN/A
10-yearN/A