Alger Capital Financial Statements From 2010 to 2024
| ACIZX Fund | USD 50.93 0.20 0.39% |
Check Alger Capital financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Alger Capital's main balance sheet or income statement drivers, such as , as well as many indicators such as . Alger financial statements analysis is a perfect complement when working with Alger Capital Valuation or Volatility modules.
Alger |
Alger Capital Appreciation Mutual Fund Five Year Return Analysis
Alger Capital's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Alger Capital Five Year Return | 19.02 % |
Most of Alger Capital's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Alger Capital Appreciation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Alger Capital Appreciation has a Five Year Return of 19.0218%. This is much higher than that of the Alger family and significantly higher than that of the Large Growth category. The five year return for all United States funds is notably lower than that of the firm.
Alger Capital Apprec Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Alger Capital's current stock value. Our valuation model uses many indicators to compare Alger Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Alger Capital competition to find correlations between indicators driving Alger Capital's intrinsic value. More Info.Alger Capital Appreciation is third largest fund in price to earning among similar funds. It is the top fund in year to date return among similar funds creating about 28.35 of Year To Date Return per Price To Earning. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Alger Capital's earnings, one of the primary drivers of an investment's value.About Alger Capital Financial Statements
Alger Capital investors use historical fundamental indicators, such as Alger Capital's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Alger Capital. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 85 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any market capitalization that the manager believes demonstrate promising growth potential.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Alger Mutual Fund
Alger Capital financial ratios help investors to determine whether Alger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alger with respect to the benefits of owning Alger Capital security.
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