Performance analysis of FRTY (ALGER MID CAP 40 ETF)
Annual Return
Over the past 3 years, FRTY has had an average annual return of +23.98%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FRTY has had an average annual return of +4.98%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Mar 1, 2021, FRTY has had an average annual return of +3.76%, underperforming the benchmark SPY, which returned +14.94% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.43% | +12.80% | +38.87% | +16.81% | -42.23% | +2.18% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.08% | -0.91% | -6.70% | +6.98% | +11.68% | +1.70% | +12.43% | ||||||
| 2025 | +4.61% | -9.27% | -10.28% | +1.91% | +9.22% | +8.40% | +6.22% | -0.78% | +10.54% | +2.22% | -7.10% | -0.75% | +12.80% |
| 2024 | +4.87% | +15.65% | -2.93% | -2.14% | +3.41% | +0.02% | -0.35% | +1.49% | +5.37% | +2.11% | +14.83% | -6.74% | +38.87% |
| 2023 | +7.32% | -0.98% | -0.64% | +0.11% | +0.16% | +6.59% | +1.26% | -1.85% | -6.36% | -4.63% | +8.69% | +7.28% | +16.81% |
| 2022 | -12.95% | +2.23% | -4.15% | -13.91% | -4.30% | -7.19% | +5.46% | -3.73% | -11.17% | +3.63% | -0.31% | -4.94% | -42.23% |
| 2021 | -3.73% | +2.76% | -4.07% | +6.52% | +0.16% | +9.84% | -1.44% | +7.36% | -8.89% | -4.70% | +2.18% |
Drawdown analysis of FRTY (ALGER MID CAP 40 ETF)
The maximum drawdown for the FRTY was -53.10%, occurring on Oct 14, 2022. Recovery took 909 trading sessions.
The current FRTY drawdown is -0.76%.
Since Mar 1, 2021 FRTY has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.10% | Nov 8, 2021 | 235 | Oct 14, 2022 | 909 | Jun 2, 2026 | 1144 |
| -11.62% | Apr 28, 2021 | 10 | May 12, 2021 | 30 | Jun 24, 2021 | 40 |
| -9.54% | Sep 23, 2021 | 7 | Oct 4, 2021 | 20 | Nov 1, 2021 | 27 |
| -8.45% | Mar 15, 2021 | 7 | Mar 24, 2021 | 22 | Apr 26, 2021 | 29 |
| -7.52% | Mar 1, 2021 | 5 | Mar 8, 2021 | 5 | Mar 15, 2021 | 10 |
| -6.79% | Jul 6, 2021 | 7 | Jul 15, 2021 | 9 | Jul 28, 2021 | 16 |
| -3.03% | Sep 7, 2021 | 4 | Sep 13, 2021 | 3 | Sep 16, 2021 | 7 |
| -3.00% | Aug 5, 2021 | 3 | Aug 10, 2021 | 2 | Aug 12, 2021 | 5 |
| -2.89% | Aug 12, 2021 | 5 | Aug 19, 2021 | 2 | Aug 23, 2021 | 7 |
| -2.57% | Sep 17, 2021 | 1 | Sep 20, 2021 | 2 | Sep 22, 2021 | 3 |
| -1.34% | Jun 28, 2021 | 3 | Jul 1, 2021 | 2 | Jul 6, 2021 | 5 |
| -1.22% | Jul 29, 2021 | 1 | Jul 30, 2021 | 3 | Aug 4, 2021 | 4 |
| -1.06% | Aug 25, 2021 | 1 | Aug 26, 2021 | 1 | Aug 27, 2021 | 2 |
| -0.76% | Jun 2, 2026 | 1 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -0.32% | Aug 30, 2021 | 1 | Aug 31, 2021 | 1 | Sep 1, 2021 | 2 |
| -0.27% | Jun 24, 2021 | 1 | Jun 25, 2021 | 1 | Jun 28, 2021 | 2 |
| -0.08% | Nov 3, 2021 | 1 | Nov 4, 2021 | 1 | Nov 5, 2021 | 2 |