(ALAI) The Alger Trust - Performance 15% in 12m
Compare ALAI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
36.12%
#48 in Group
Rel. Strength
72.95%
#2161 in Universe
Total Return 12m
14.98%
#10 in Group
Total Return 5y
9.51%
#76 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: ALAI (15%) vs SPY (6.7%)
5y Drawdown (Underwater) Chart
Top Performers in Technology
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| QTUM NYSE ARCA Defiance Quantum |
-12.1% | 25.3% | 184% | - | - | - | - | - |
| FNGS NYSE ARCA MicroSectors FANG+ ETN |
-5.82% | 14.9% | 216% | - | - | - | - | - |
| CIBR NASDAQ First Trust NASDAQ |
-5.54% | 17.2% | 120% | - | - | - | - | - |
| IETC BATS iShares Evolved U.S. |
-7.03% | 7.12% | 131% | - | - | - | - | - |
| FTEC NYSE ARCA Fidelity MSCI Information |
-9.36% | 3.11% | 128% | - | - | - | - | - |
| IYW NYSE ARCA iShares U.S. Technology |
-8.89% | 2.5% | 138% | - | - | - | - | - |
| VGT NYSE ARCA Vanguard Information |
-9.34% | 3.1% | 127% | - | - | - | - | - |
| XLK NYSE ARCA Technology Sector SPDR |
-8.93% | -1.21% | 129% | - | - | - | - | - |
Performance Comparison: ALAI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for ALAI
| Total Return (including Dividends) | ALAI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -6.75% | -5.89% | -5.89% |
| 3 Months | -21.38% | -12.45% | -12.45% |
| 12 Months | 14.98% | 6.72% | 6.72% |
| 5 Years | 9.51% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | ALAI | SPY | S&P 500 |
| 1 Month | -74.0% | -74.5% | -74.5% |
| 3 Months | -87.6% | -88.2% | -88.2% |
| 12 Months | 73.7% | 66.1% | 66.1% |
| 5 Years | 76.1% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #25 | -0.92% | -0.92% |
| 3 Month | #70 | -10.2% | -10.2% |
| 12 Month | #10 | 7.74% | 7.74% |
| 5 Years | #16 | 6.50% | 6.50% |
FAQs
Does ALAI The Alger Trust outperforms the market?
Yes,
over the last 12 months ALAI made 14.98%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months ALAI made -21.38%, while SPY made -12.45%.
Over the last 3 months ALAI made -21.38%, while SPY made -12.45%.
Performance Comparison ALAI vs Indeces and Sectors
ALAI vs. Indices ALAI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.65% | -0.86% | 0.84% | 8.26% |
| US NASDAQ 100 | QQQ | -0.79% | -0.47% | 1.37% | 9.45% |
| US Dow Jones Industrial 30 | DIA | -0.48% | -0.93% | 0.30% | 9.67% |
| German DAX 40 | DAX | -7.01% | 2.65% | -16.2% | -3.23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.36% | 0.75% | -1.44% | 9.09% |
| Hongkong Hang Seng | HSI | -5.94% | 3.07% | -0.68% | -1.24% |
| India NIFTY 50 | INDA | -6.02% | -11.5% | -1.61% | 11.9% |
| Brasil Bovespa | EWZ | -5.21% | -1.67% | -2.11% | 24.5% |
ALAI vs. Sectors ALAI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.90% | -1.09% | -7.97% | 1.44% |
| Consumer Discretionary | XLY | -0.78% | -2.83% | -1.90% | 5.76% |
| Consumer Staples | XLP | -4.95% | -9.95% | -9.38% | 1.04% |
| Energy | XLE | -6.37% | 3.33% | -0.22% | 25.3% |
| Financial | XLF | -3.02% | -2.24% | -7.28% | -3.97% |
| Health Care | XLV | -2.05% | 0.62% | 2.24% | 15.5% |
| Industrial | XLI | -2.77% | -2.05% | 0.76% | 9.62% |
| Materials | XLB | -3.37% | -0.10% | 7.92% | 22.5% |
| Real Estate | XLRE | -6.99% | -3.86% | -0.51% | -2.13% |
| Technology | XLK | -0.29% | 2.18% | 7.65% | 16.2% |
| Utilities | XLU | -4.96% | -6.33% | -4.90% | -9.39% |
| Aerospace & Defense | XAR | -3.34% | -6.79% | -8.92% | -9.18% |
| Biotech | XBI | -5.21% | 5.13% | 15.4% | 23.9% |
| Homebuilder | XHB | -2.60% | 0.09% | 18.7% | 24.1% |
| Retail | XRT | -3.35% | -4.64% | 5.51% | 19.4% |