ACARX
Alger Capital Appreciation Instn'l-R
$33.74
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 2261.508M |
| 52 Week High | 33.74 |
| 52 Week Low | 21.247 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | ACARX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 33.74 |
| Price Yesterday | 33.74 |
| Market Cap | 2,261.51 |
| YTD Return | 32.89% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0168 |
Overview
| 52 Week High | 33.74 |
|---|---|
| 52 Week Low | 21.25 |
| Market Cap | 2,261.51M |
| Shares Outstanding | 67.03M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 7.94% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 7.94% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 285.22% |
| One Months | 131.28% |
| Three Months | 68.25% |
| Six Months | 77.46% |
| Nine Months | 71.50% |
| One Year | 48.39% |
| Three Years | 7.00% |
| Five Years | 16.11% |
| Ten Years | 14.17% |
| YTD | 73.62% |
| Since Inception | 13.32% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 2.71% |
| One Month | 6.87% |
| Three Months | 13.64% |
| Six Months | 32.57% |
| Nine Months | 49.17% |
| One Year | 48.33% |
| Three Years | 22.39% |
| Five Years | 110.64% |
| Ten Years | 274.85% |
| YTD | 32.89% |
| Since Inception | 1351.18% |
Yearly Returns
| 2024 | 32.89% |
|---|---|
| 2023 | 42.30% |
| 2022 | -37.08% |
| 2021 | 17.38% |
| 2020 | 40.74% |
| 2019 | 32.48% |
| 2018 | -1.32% |
| 2017 | 30.46% |
| 2016 | -0.03% |
| 2015 | 5.69% |
Risk against SP-DA
| Alpha | 8.82% |
|---|---|
| Beta | 1.47 |
| Correlation | 95.21% |
| Downside Deviation | 3.49% |
| Coefficient of determination | 90.66% |
| Standard Deviation | 4.95% |
| Sharpe Ratio | 1.15 |
| Sortino | 5.65 |
| Treynor | 29.35 |
| Ulcer Index | 3.61 |
| Ulcer Performance Index | 5.46 |