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Alger Global Equity Fund Class A CHUSX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

CHUSX compared with its replication portfolio
MeasureCHUSXReplication
Annualized growth2.1%7.5%
Annualized volatility21.3%18.7%
Sharpe ratio0.210.48
Maximum drawdown41.1%34.7%
Replication fit (R²)0.92 · Tracking error 6.0%

Replication portfolio

The published portfolio below is the investable basket used to model CHUSX’s historical return behavior.

CHUSX replication basket weights
TickerBuilding blockWeight
EFGIntl · Growth33.9%
VOTMid-Cap · Growth26.5%
VUGStyle · Growth26.2%
MTUMFactor · Momentum8.0%
VBKSmall-Cap · Growth5.5%