Ratings & Risk for Alger Capital Appreciation B (ACAPX)

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 22.78 0.26 0.03
    5-Year 18.97 0.75 0.32
    10-Year 22.11 0.14 -0.06
    15-Year 22.75 0.99 0.36
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 87.89 0.91 12.33
    3-Year 84.34 1.07 8.92
    5-Year 83.60 1.09 7.50
    10-Year 65.45 1.11 1.55

    S&P 500 TR

    Trailing data as of 10/31/2009