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ALMAX: ALGER SMIDCAP FOCUS FUND (MUTUAL FUND)
Basic Info 13.21 0.03(0.23%) November 13
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 09/23/2002 |
| Last Dividend Date: | 12/15/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.91% |
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Performance Analytics (As of 11/13/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -5.2 | -1.0 | 9.1 | -8.3 | 8.0 | 8.6 | 7.1 | 9.5 | 0.5 | 13.8 | 11.2 | -38.1 | 1.5 | 56.8 | 39.2 | -4.2 | 37.9 | 3.5 | -2.1 | 4.3 | 32.2 | 14.1 | -4.2 | 23.3 | 44.0 | -48.6 | 26.3 | 17.9 | 19.1 | 15.5 | 36.9 | 4.9 |
| Sharpe Ratio | NA | -0.34 | -0.15 | 0.26 | -0.38 | 0.23 | NA | NA | 0.34 | -0.1 | 0.49 | 0.37 | -1.17 | 0.04 | 1.43 | 2.04 | -0.23 | 2.87 | 0.17 | -0.13 | 0.26 | 2.28 | 0.83 | -0.14 | 1.09 | 1.56 | -1.23 | 1.29 | 0.87 | 1.15 | 0.86 | 1.99 | 0.71 |
| Draw Down(%) | NA | 20.9 | 20.9 | 29.6 | 53.9 | 53.9 | NA | NA | 59.9 | 29.3 | 10.9 | 21.4 | 42.1 | 22.3 | 41.0 | 14.3 | 31.5 | 6.3 | 18.7 | 17.0 | 14.6 | 6.2 | 12.4 | 29.5 | 18.3 | 19.1 | 58.3 | 9.3 | 15.6 | 10.2 | 18.6 | 11.8 | 9.6 |
| Standard Deviation(%) | NA | 25.2 | 24.5 | 23.6 | 29.0 | 27.0 | NA | NA | 24.2 | 24.5 | 20.9 | 20.7 | 34.0 | 38.4 | 39.3 | 18.5 | 23.8 | 13.0 | 19.2 | 17.0 | 16.4 | 14.1 | 17.1 | 30.4 | 21.4 | 28.1 | 40.3 | 18.0 | 16.6 | 14.6 | 16.9 | 18.2 | 25.6 |
| Treynor Ratio | NA | -0.08 | -0.03 | 0.05 | -0.1 | 0.06 | NA | NA | 0.08 | -0.02 | 0.09 | 0.07 | -0.39 | 0.01 | 0.54 | 0.32 | -0.05 | 0.29 | 0.03 | -0.02 | 0.04 | 0.31 | 0.14 | -0.04 | 0.24 | 0.48 | -0.59 | 0.23 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.04 | -0.01 | -0.02 | -0.04 | -0.01 | NA | NA | 0.01 | -0.04 | -0.01 | -0.04 | -0.05 | -0.07 | 0.06 | 0.0 | 0.02 | 0.03 | -0.01 | 0.0 | -0.04 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | -0.06 | 0.03 | 0.03 | NA | NA | NA | NA |
| Beta | NA | 1.09 | 1.09 | 1.1 | 1.08 | 1.09 | NA | NA | 1.01 | 1.03 | 1.19 | 1.05 | 1.01 | 1.32 | 1.05 | 1.19 | 1.19 | 1.3 | 1.14 | 1.03 | 1.14 | 1.03 | 1.02 | 1.06 | 0.95 | 0.92 | 0.84 | 0.99 | 1.12 | NA | NA | NA | NA |
| RSquared | NA | 0.71 | 0.71 | 0.75 | 0.68 | 0.74 | NA | NA | 0.75 | 0.79 | 0.74 | 0.73 | 0.91 | 0.41 | 0.9 | 0.8 | 0.83 | 0.67 | 0.89 | 0.91 | 0.9 | 0.93 | 0.92 | 0.98 | 0.96 | 0.96 | 0.95 | 0.9 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 21.0 | 6.9 | 5.4 | 8.6 | 15.4 | 11.7 | 35.2 | 13.8 | 17.7 | 4.7 | 0.0 | 0.0 | 0.0 | 0.0 | 1.9 | 5.5 | 6.9 | 7.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 345.6 | 73.4 | -45.7 | -32.7 | 25.2 | -79.4 | 132.0 | -14.5 | 315.2 | N/A | N/A | N/A | N/A | -100.0 | -62.1 | -8.2 | -7.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2002
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