Alger 35 Financial Statements From 2010 to 2025
| ATVPX Fund | USD 17.13 0.29 1.72% |
Check Alger 35 financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Alger 35'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 35 Valuation or Volatility modules.
Alger |
Alger 35 Fund Mutual Fund Five Year Return Analysis
Alger 35'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 35 Five Year Return | 17.73 % |
Most of Alger 35'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 35 Fund 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.
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According to the company disclosure, Alger 35 Fund has a Five Year Return of 17.7342%. 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 35 Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Alger 35's current stock value. Our valuation model uses many indicators to compare Alger 35 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Alger 35 competition to find correlations between indicators driving Alger 35's intrinsic value. More Info.Alger 35 Fund is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 447.93 of Year To Date Return per Annual Yield. 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 35's earnings, one of the primary drivers of an investment's value.About Alger 35 Financial Statements
Alger 35 investors use historical fundamental indicators, such as Alger 35'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 35. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests in a 35-stock portfolio of equity securities of companies of any market capitalization that the manager believes are undergoing Positive Dynamic Change. Equity securities include common or preferred stocks, or securities convertible into or exchangeable for equity securities, including warrants and rights. The fund may invest in companies whose securities are traded on domestic or foreign exchanges. It is non-diversified.
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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 35 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 35 security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |