Ratings & Risk for Alger Capital Appreciation A (ACAAX)

Morningstar Category: Large Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year High Above Average
    		449
    5-Year High Above Average
    		390
    10-Year Average Above Average
    		278
    Overall Above Average Above Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 22.79 0.32 0.07
    5-Year 18.97 0.82 0.36
    10-Year 22.10 0.20 -0.02
    15-Year 22.74 1.04 0.39
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 88.06 0.91 13.41
    3-Year 84.46 1.07 9.75
    5-Year 83.74 1.09 8.31
    10-Year 65.50 1.11 2.33

    S&P 500 TR

    Trailing data as of 10/31/2009