Summary
ATFV
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 28.33% Volatility 27.50% Sharpe 1.38
Official loaded data — not a live quote.

ALGER 35 ETF

Symbol: ATFV

Exchange: NYSE

Sector: Technology

Category: Large Growth

Inception date: 04/05/2021

Latest date: 16/07/2026

Current price: $37.70

Expense ratio: 0.56%

Assets under management
$198.3M
-2.46% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-7.78%

Ann. -36.26% (Sharpe / Sortino numerator)

Volatility

31.43%

Sharpe ratio

-1.269

VaR 95%

-2.65%

CVaR 95%: -3.19%
Max drawdown: -9.84%
Sortino ratio: -2.353
Calmar ratio: -3.69

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.23%

Ann. -31.78% (Sharpe / Sortino numerator)

Volatility

26.31%

Sharpe ratio

-1.346

VaR 95%

-2.95%

CVaR 95%: -3.28%
Max drawdown: -17.29%
Sortino ratio: -2.091
Calmar ratio: -1.84

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

5.96%

Ann. -20.93% (Sharpe / Sortino numerator)

Volatility

24.86%

Sharpe ratio

-0.988

VaR 95%

-2.92%

CVaR 95%: -3.21%
Max drawdown: -18.29%
Sortino ratio: -1.467
Calmar ratio: -1.14

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

28.33%

Ann. 41.71% (Sharpe / Sortino numerator)

Volatility

27.50%

Sharpe ratio

1.385

VaR 95%

-2.90%

CVaR 95%: -3.73%
Max drawdown: -18.29%
Sortino ratio: 1.924
Calmar ratio: 2.28

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

72.36%

Ann. 26.53% (Sharpe / Sortino numerator)

Volatility

27.33%

Sharpe ratio

0.838

VaR 95%

-3.00%

CVaR 95%: -4.09%
Max drawdown: -29.01%
Sortino ratio: 1.078
Calmar ratio: 0.91

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

132.74%

Ann. 30.74% (Sharpe / Sortino numerator)

Volatility

25.82%

Sharpe ratio

1.050

VaR 95%

-2.64%

CVaR 95%: -3.81%
Max drawdown: -29.01%
Sortino ratio: 1.406
Calmar ratio: 1.06

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.113%

Best day

5.571%

15/06/2026
Worst day

-5.106%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $38.65 $38.73 $37.50 $37.70 42,400
15/07/2026 $39.33 $39.41 $38.35 $38.91 26,400
14/07/2026 $39.48 $39.50 $39.10 $39.30 19,200
13/07/2026 $39.30 $39.53 $38.62 $38.62 51,400
10/07/2026 $39.62 $40.23 $39.38 $40.00 15,900
09/07/2026 $39.24 $40.01 $38.90 $39.71 22,600
08/07/2026 $38.81 $39.17 $38.32 $38.92 16,400
07/07/2026 $39.16 $39.36 $38.59 $38.94 42,900
06/07/2026 $39.45 $40.29 $39.45 $39.99 15,300
02/07/2026 $40.00 $40.49 $38.94 $39.50 27,100