Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABVRX (AB VALUE FUND CLASS R) | NA | 2,221,515.59% | 2,709.57% | 690.78% | 183.73% | 110.29% | 72.14% | … | … |
Data as of 06/05/2024, Common starting date is 12/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABVRX (AB VALUE FUND CLASS R) | 12/19/2003 | 06/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2,221,515.59 | 2,709.57 | 690.78 | 183.73 | 110.29 | 72.14 | … | … | 2,003,868.77 | 17.91 | -7.28 | 26.34 | 0.49 | 19.29 | -15.50 | 12.93 | 10.46 | -8.01 | 11.26 | 35.14 | 14.46 | -4.27 | 10.96 | 18.79 | -42.23 | -4.57 | 20.79 | 5.15 | 9.92 | 2.18 |
| Sharpe Ratio | NA | 2,266.18 | 4.77 | 1.57 | 0.59 | NA | NA | … | … | 728,495,001.02 | 1.04 | -0.32 | 1.75 | 0.01 | 1.47 | -1.08 | 1.44 | 0.66 | -0.51 | 0.95 | 2.95 | 1.07 | -0.18 | 0.55 | 0.61 | -0.95 | -0.44 | 1.83 | 0.28 | 0.78 | 17.68 |
| Standard Deviation(%) | NA | 980.29 | 566.66 | 439.17 | 310.76 | NA | NA | … | … | 1,497.33 | 13.28 | 27.21 | 15.07 | 37.42 | 12.15 | 15.61 | 8.58 | 15.61 | 15.89 | 11.83 | 11.88 | 13.63 | 24.45 | 19.81 | 30.73 | 45.17 | 17.11 | 9.62 | 10.49 | 11.45 | 6.58 |
| Draw Down(%) | NA | 10.95 | 18.63 | 39.40 | 41.27 | NA | NA | … | … | 5.35 | 10.95 | 18.63 | 6.85 | 39.40 | 7.86 | 24.19 | 4.67 | 12.37 | 13.98 | 9.46 | 5.35 | 12.44 | 24.03 | 18.78 | 32.03 | 54.24 | 15.69 | 7.70 | 6.86 | 8.43 | 0.18 |
| Yield(%) | 0.00 | 122.08 | 39.04 | 32.43 | 17.26 | 22.95 | 11.44 | … | … | 110.37 | 4.83 | 10.50 | 11.19 | 0.42 | 1.96 | 3.52 | 0.66 | 0.72 | 0.63 | 1.23 | 0.77 | 1.44 | 1.04 | 0.79 | 1.56 | 1.88 | 8.34 | 5.24 | 6.93 | 0.00 | 0.66 |
Data as of 06/05/2024, Common starting date is 12/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABVRX (AB VALUE FUND CLASS R) |
-21.15%
Feb 2006 – Feb 2009 |
-10.87%
Feb 2004 – Feb 2009 |
1.42%
May 2007 – May 2017 |
1.62%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABVRX (AB VALUE FUND CLASS R) |
2,715.98%
May 2021 – May 2024 |
695.04%
May 2019 – May 2024 |
184.08%
May 2014 – May 2024 |
110.49%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart