Ratings & Risk for Alger Capital Appreciation Instl R (ACARX)

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 High 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 22.48 0.28 0.04
    5-Year 18.70 0.77 0.33
    10-Year 21.96 0.14 -0.06
    15-Year 22.65 0.99 0.36
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 87.78 0.89 12.77
    3-Year 84.27 1.05 9.11
    5-Year 83.57 1.07 7.68
    10-Year 65.27 1.10 1.61

    S&P 500 TR

    Trailing data as of 10/31/2009