Alger Small Financial Statements From 2010 to 2024
| AOFYX Fund | USD 22.23 0.35 1.60% |
Check Alger Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Alger Small'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 Small Valuation or Volatility modules.
Alger |
Alger Small Cap Mutual Fund Ten Year Return Analysis
Alger Small's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Alger Small Ten Year Return | 15.92 % |
Most of Alger Small's fundamental indicators, such as Ten 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 Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Based on the latest financial disclosure, Alger Small Cap has a Ten Year Return of 15.92%. This is much higher than that of the Alger family and significantly higher than that of the Small Growth category. The ten year return for all United States funds is notably lower than that of the firm.
Alger Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Alger Small's current stock value. Our valuation model uses many indicators to compare Alger Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Alger Small competition to find correlations between indicators driving Alger Small's intrinsic value. More Info.Alger Small Cap is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 2.19 of One Year Return per Year To Date Return. 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 Small's earnings, one of the primary drivers of an investment's value.About Alger Small Financial Statements
Alger Small investors use historical fundamental indicators, such as Alger Small'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 Small. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies that, at the time of purchase of the securities, have total market capitalization range of the Russell 2000 Growth Index. The Russell 2000 Growth Index is a broad-based index of small capitalization stocks. It invests at least 25 percent of its total assets in technology companies focused in the fields of medicine and information.
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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 Small 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 Small security.
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