All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SPECX real return snapshot: after CPI-U inflation, SPECX returned +2.58% over the past year and −3.40% YTD, with dividends reinvested. Since Dec. 21, 1995, SPECX is up +2,180.04% in real purchasing-power return, or +10.66%/yr, and is currently −12.65% below its real total-return high on Jun. 1, 2026.
Data ending Wed Nov. 4, 2026
| Thu 1995-12-21💬 to Wed 2026-11-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPECX × |
+2,180.04%
+10.66%/yr |
+10.85%/yr
R2=0.693 |
||||
| Alger Spectra Fund Mutual Fund | ||||||
| Thu 1995-12-21💬 to Wed 2026-11-04 |
Start
Value |
End
Value |
|---|---|---|
| SPECX × |
$10,000.00
1995-12-21 |
$228,003.84
2026-11-04 |
| YTD | YoY | |
|---|---|---|
| SPECX × | −3.40% | +2.58% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SPECX × |
−12.65%
on 2026-11-04 from 2026-06-01 peak |
−83.37%
on 2003-03-11 from 1999-04-09 peak |
| Period ending Wed 2026-11-04 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SPECX × | +2.58% |
+53.86% +24.04%/yr |
+122.54% +30.56%/yr |
+127.86% +17.91%/yr |
+808.13% +24.69%/yr |
| Year | SPECX |
|---|---|
| 2026 (YTD) | −3.40% |
| 2025 | +36.08% |
| 2024 | +52.92% |
| 2023 | +36.76% |
| 2022 | −41.57% |
| 2021 | +62.96% |
| 2020 | +56.36% |
| 2019 | +39.37% |
| 2018 | +10.57% |
| 2017 | +36.87% |
| 2016 | −0.20% |
| 2015 | +16.83% |
| 2014 | +30.09% |
| 2013 | +41.59% |
| 2012 | +19.63% |
| 2011 | −1.61% |
| 2010 | +14.95% |
| 2009 | +52.36% |
| 2008 | −43.24% |
| 2007 | +26.45% |
| 2006 | +17.57% |
| 2005 | +11.62% |
| 2004 | +2.95% |
| 2003 | +32.43% |
| 2002 | −37.45% |
| 2001 | −18.75% |
| 2000 | −29.75% |
| 1999 | −39.58% |
| 1998 | +45.32% |
| 1997 | +22.26% |
| 1996 | +15.54% |
| 1995 | +4.90% |
