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Alger Capital Appreciation Institutional Fund Class R: (MF: ACARX)
(NASDAQ Mutual Funds) As of Jun 4, 2025 08:00 PM ET
$34.41 USD
+0.33 (0.97%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -10.08 | 70 |
| 3 months | -13.13 | 81 |
| 6 months | -0.93 | 24 |
| 1 Year | 20.07 | 4 |
| 3 Year | 17.12 | 3 |
| 5 Year | 14.29 | 36 |
| 10 Year | 13.79 | 18 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.48 |
| Bull Market (2/09 - 3/21) | 1,313.75 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 12.14 |
| 5 Year | 16.89 |
| 10 Year | 13.43 |
| Since Inception | 13.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -12.16 | NA | NA | NA |
| 2024 | 16.62 | 10.19 | 4.04 | 11.34 |
| 2023 | 13.41 | 13.74 | -4.19 | 15.14 |
| 2022 | -12.63 | -24.79 | -3.14 | -1.13 |
| 2021 | 0.97 | 10.87 | -0.56 | 5.43 |
| 2020 | -11.38 | 27.93 | 13.48 | 9.39 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -10.08 | 48.88 | 42.29 | -37.08 | 17.36 | 40.73 | 32.47 | -1.10 | 30.47 | -0.05 | 12.04 |
| % Total Return Rel to Index | -5.16 | 23.86 | 16.05 | -18.88 | -11.31 | 22.33 | 0.98 | 3.28 | 8.68 | -11.99 | 10.65 |
| % Total Return Rel to Peer | -2.88 | 26.87 | 16.17 | -12.22 | 2.53 | 14.94 | 7.26 | 3.30 | 11.23 | -3.55 | 11.86 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.74 | 2.68 | 0.97 | 7.99 | 6.94 | 3.56 | 3.61 | 2.19 | 0.19 | 3.63 |
| Expense Ratio | 0.00 | 1.69 | 1.68 | 1.59 | 1.56 | 1.58 | 1.61 | 1.59 | 1.62 | 1.61 | 1.61 |
* 1 = Top 20%, 5 = Bottom 20%