All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SPECX: Total Return Chart (with Dividends Reinvested)

SPECX total return snapshot: SPECX returned +16.55% over the past year and +7.88% YTD, with dividends reinvested. Since Dec. 21, 1995, SPECX is up +5,274.18% in nominal total return, or +13.80%/yr, and is currently −6.19% below its total-return high on Oct. 6, 2026.

Data ending Wed Oct. 14, 2026

Growth of $10,000

Thu 1995-12-21💬 to Wed 2026-10-14 Overall
Return
Exponential
Trendline
SPECX
×
+5,274.18%
+13.80%/yr
+13.54%/yr
R2=0.768
Alger Spectra Fund Mutual Fund

Growth of $10,000 Summary

Thu 1995-12-21💬 to Wed 2026-10-14 Start
Value
End
Value
SPECX
×
$10,000.00
1995-12-21
$537,417.94
2026-10-14

This Year’s Performance

through 2026-10-14

  YTD YoY
SPECX
×
+7.88% +16.55%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SPECX
×
−6.19%
on 2026-10-14
from 2026-10-06 peak
−97.17%
on 1998-09-07
from 1998-07-20 peak

Rolling Returns

Period ending Wed 2026-10-14 1 yr 2 yr 3 yr 5 yr 10 yr
SPECX
×
+16.55% +73.44%
+31.70%/yr
+166.25%
+38.60%/yr
+213.25%
+25.65%/yr
+1,216.00%
+29.40%/yr

Annual Returns

Year SPECX
2026 (YTD) +7.88%
2025 +39.72%
2024 +57.33%
2023 +41.34%
2022 −37.79%
2021 +74.43%
2020 +58.49%
2019 +42.56%
2018 +12.67%
2017 +39.77%
2016 +1.87%
2015 +17.68%
2014 +31.07%
2013 +43.72%
2012 +21.70%
2011 +1.31%
2010 +16.67%
2009 +56.51%
2008 −43.19%
2007 +31.63%
2006 +20.52%
2005 +15.44%
2004 +6.30%
2003 +34.91%
2002 −35.96%
2001 −17.49%
2000 −27.36%
1999 −37.96%
1998 +47.66%
1997 +24.34%
1996 +19.37%
1995 +4.89%