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AGRFX: AB GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 109.01 3.39(3.02%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (30%) |
| Start Date: | 12/31/1990 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 15.66% |
| Expenses | 1.23% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.8 | 3.9 | 13.2 | 20.0 | 10.9 | 16.2 | 14.9 | 11.5 | 9.3 | 10.8 | 31.5 | 37.5 | -29.7 | 21.4 | 36.0 | 31.1 | 3.8 | 33.9 | 1.5 | 9.0 | 13.0 | 33.4 | 13.3 | 1.0 | 15.0 | 35.0 | -43.4 | 12.8 | -2.0 | 11.6 | 15.0 | 34.9 | -28.6 | -24.5 | -28.4 | 10.3 | 18.9 | 19.1 | 19.7 | 26.8 | -2.9 | 17.5 | 4.6 | 51.7 | 0.0 |
| Sharpe Ratio | NA | 0.38 | 0.66 | 0.91 | 0.4 | 0.71 | NA | NA | 0.37 | 0.37 | 1.64 | 2.2 | -1.03 | 1.29 | 1.02 | 2.17 | 0.13 | 4.07 | 0.09 | 0.58 | 0.98 | 2.78 | 0.95 | 0.04 | 0.79 | 1.47 | -1.13 | 0.54 | -0.37 | 0.7 | 0.84 | 1.74 | -1.01 | -0.95 | -1.17 | 0.32 | 0.62 | 0.8 | 1.23 | 2.09 | -0.52 | 1.04 | 0.16 | 2.57 | NA |
| Draw Down(%) | NA | 15.2 | 15.9 | 22.1 | 35.2 | 35.2 | NA | NA | 67.7 | 22.1 | 11.8 | 9.8 | 34.5 | 10.3 | 31.0 | 7.3 | 18.5 | 2.8 | 13.1 | 11.2 | 8.2 | 5.9 | 11.7 | 20.0 | 15.7 | 19.7 | 52.1 | 9.7 | 21.0 | 12.2 | 17.3 | 12.4 | 35.9 | 44.1 | 35.1 | 13.9 | 31.2 | 12.1 | 10.9 | 5.9 | 11.7 | 7.9 | 11.1 | 7.5 | 0.0 |
| Standard Deviation(%) | NA | 18.2 | 15.9 | 18.4 | 20.9 | 20.5 | NA | NA | 20.4 | 21.7 | 17.0 | 15.6 | 30.1 | 16.6 | 34.8 | 13.7 | 18.7 | 8.2 | 14.3 | 15.4 | 13.3 | 12.0 | 14.1 | 25.3 | 18.8 | 23.7 | 39.2 | 17.9 | 15.0 | 13.5 | 16.8 | 19.7 | 29.6 | 28.7 | 27.9 | 22.0 | 25.1 | 19.1 | 12.9 | 10.9 | 11.4 | 14.7 | 13.0 | 18.5 | 0.0 |
| Treynor Ratio | NA | 0.08 | 0.12 | 0.2 | 0.1 | 0.18 | NA | NA | 0.09 | 0.09 | 0.33 | 0.44 | -0.39 | 0.3 | 0.4 | 0.48 | 0.03 | 0.38 | 0.01 | 0.1 | 0.14 | 0.34 | 0.14 | 0.01 | 0.15 | 0.37 | -0.42 | 0.09 | -0.05 | 0.08 | 0.12 | 0.34 | -0.33 | -0.36 | -0.54 | 0.09 | 0.18 | 0.19 | 0.21 | 0.32 | -0.07 | 0.22 | 0.03 | 0.59 | 1.0 |
| Alpha | NA | 0.03 | 0.01 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.04 | -0.04 | 0.01 | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | -0.03 | 0.01 | -0.01 | 0.0 | 0.03 | 0.03 | 0.02 | 0.0 | -0.08 | -0.01 | -0.02 | 0.01 | 0.02 | 0.01 | -0.02 | 0.07 | 0.01 | 0.05 | NA |
| Beta | NA | 0.9 | 0.89 | 0.85 | 0.81 | 0.82 | NA | NA | 0.86 | 0.86 | 0.86 | 0.78 | 0.79 | 0.72 | 0.89 | 0.62 | 0.88 | 0.89 | 0.94 | 0.93 | 0.96 | 0.98 | 0.95 | 0.95 | 0.97 | 0.95 | 1.04 | 1.06 | 1.14 | 1.12 | 1.12 | 0.99 | 0.91 | 0.76 | 0.6 | 0.74 | 0.86 | 0.81 | 0.77 | 0.72 | 0.81 | 0.69 | 0.77 | 0.81 | NA |
| RSquared | NA | 0.92 | 0.91 | 0.93 | 0.93 | 0.89 | NA | NA | 0.83 | 0.96 | 0.94 | 0.89 | 0.95 | 0.86 | 0.85 | 0.69 | 0.96 | 0.87 | 0.95 | 0.96 | 0.96 | 0.96 | 0.96 | 0.98 | 0.98 | 0.97 | 0.98 | 0.95 | 0.98 | 0.97 | 0.95 | 0.94 | 0.94 | 0.87 | 0.58 | 0.53 | 0.69 | 0.74 | 0.72 | 0.47 | 0.58 | 0.22 | 0.44 | 0.47 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.6 | 23.3 | 8.9 | 1.2 | 10.9 | 7.4 | 9.5 | 14.3 | 11.3 | 1.1 | 9.7 | 5.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 | 0.4 | 0.0 | 0.7 | 1.9 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -25.7 | 233.7 | 423.7 | -88.1 | 86.3 | -4.7 | -40.9 | 54.4 | 1007.6 | -89.4 | 98.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 70.9 | N/A | -100.0 | -44.5 | 326.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/1989
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