Performance analysis of ATFV (ALGER 35 ETF)
Annual Return
Over the past 3 years, ATFV has had an average annual return of +33.05%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, ATFV has had an average annual return of +11.74%, underperforming the benchmark SPY, which returned +12.55% annual.
Since May 4, 2021, ATFV has had an average annual return of +13.42%, outperforming the benchmark SPY, which returned +13.30% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.80% | +38.19% | +46.15% | +32.75% | -35.97% | +4.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.01% | -2.46% | -5.88% | +16.26% | +10.24% | +3.03% | -9.25% | +7.80% | |||||
| 2025 | +4.99% | -6.85% | -11.27% | +4.35% | +17.20% | +10.02% | +6.36% | +2.36% | +10.50% | +2.62% | -3.54% | -0.62% | +38.19% |
| 2024 | +5.66% | +8.84% | +1.41% | -5.39% | +7.89% | +4.14% | -5.31% | +4.52% | +4.90% | +1.79% | +12.05% | -0.43% | +46.15% |
| 2023 | +9.85% | -2.52% | +2.93% | -2.05% | +3.92% | +7.16% | +3.11% | -5.24% | -5.42% | -1.86% | +13.77% | +7.05% | +32.75% |
| 2022 | -10.73% | -0.92% | +0.43% | -15.24% | -2.14% | -6.23% | +10.49% | -3.87% | -12.01% | +5.10% | -0.99% | -4.71% | -35.97% |
| 2021 | +1.15% | +7.17% | +0.41% | +3.85% | -5.06% | +7.51% | -7.18% | -2.71% | +4.19% |
Drawdown analysis of ATFV (ALGER 35 ETF)
The maximum drawdown for the ATFV was -45.34%, occurring on Dec 28, 2022. Recovery took 450 trading sessions.
The current ATFV drawdown is -9.96%.
Since May 4, 2021 ATFV has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.34% | Nov 8, 2021 | 286 | Dec 28, 2022 | 450 | Oct 14, 2024 | 736 |
| -29.01% | Jan 22, 2025 | 53 | Apr 8, 2025 | 47 | Jun 16, 2025 | 100 |
| -18.29% | Oct 29, 2025 | 103 | Mar 30, 2026 | 16 | Apr 22, 2026 | 119 |
| -10.43% | Jun 1, 2026 | 32 | Jul 17, 2026 | Ongoing | Ongoing | Ongoing |
| -8.42% | Sep 10, 2021 | 16 | Oct 4, 2021 | 11 | Oct 19, 2021 | 27 |
| -6.61% | May 4, 2021 | 6 | May 12, 2021 | 10 | May 26, 2021 | 16 |
| -5.42% | Oct 9, 2025 | 9 | Oct 22, 2025 | 3 | Oct 27, 2025 | 12 |
| -5.35% | Aug 12, 2025 | 7 | Aug 21, 2025 | 11 | Sep 8, 2025 | 18 |
| -5.08% | Dec 16, 2024 | 10 | Dec 31, 2024 | 3 | Jan 6, 2025 | 13 |
| -4.73% | Jan 6, 2025 | 5 | Jan 14, 2025 | 4 | Jan 21, 2025 | 9 |
| -4.64% | Jul 6, 2021 | 9 | Jul 19, 2021 | 4 | Jul 23, 2021 | 13 |
| -4.52% | Jul 23, 2021 | 19 | Aug 19, 2021 | 6 | Aug 27, 2021 | 25 |
| -4.25% | May 14, 2026 | 3 | May 19, 2026 | 2 | May 21, 2026 | 5 |
| -3.77% | Oct 29, 2024 | 4 | Nov 4, 2024 | 2 | Nov 6, 2024 | 6 |
| -3.22% | Jun 30, 2025 | 1 | Jul 1, 2025 | 11 | Jul 17, 2025 | 12 |
| -2.96% | Jul 31, 2025 | 1 | Aug 1, 2025 | 4 | Aug 7, 2025 | 5 |
| -2.93% | Sep 22, 2025 | 3 | Sep 25, 2025 | 5 | Oct 2, 2025 | 8 |
| -2.80% | Dec 6, 2024 | 2 | Dec 10, 2024 | 4 | Dec 16, 2024 | 6 |
| -2.66% | Nov 13, 2024 | 2 | Nov 15, 2024 | 3 | Nov 20, 2024 | 5 |
| -2.23% | Oct 14, 2024 | 1 | Oct 15, 2024 | 4 | Oct 21, 2024 | 5 |
| -2.06% | Oct 21, 2024 | 2 | Oct 23, 2024 | 4 | Oct 29, 2024 | 6 |
| -1.75% | Apr 24, 2026 | 2 | Apr 28, 2026 | 3 | May 1, 2026 | 5 |
| -1.67% | May 6, 2026 | 2 | May 8, 2026 | 3 | May 13, 2026 | 5 |
| -1.47% | Jul 21, 2025 | 1 | Jul 22, 2025 | 2 | Jul 24, 2025 | 3 |
| -1.44% | Jun 16, 2025 | 3 | Jun 20, 2025 | 2 | Jun 24, 2025 | 5 |