Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ADGRX (AB CORE OPPORTUNITIES FUND INC. CLASS R) NA 27,921,923.12% 6,386.63% 1,219.95% 280.97% 156.99% NA
Data as of 06/05/2024, Common starting date is 12/16/2005
More Performance Analytics Comparison
Name Start Date End Date
ADGRX (AB CORE OPPORTUNITIES FUND INC. CLASS R) 12/16/2005 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
Annualized Return (%) 0.00 27,921,923.12 6,386.63 1,219.95 280.97 156.99 NA 24,711,209.52 20.58 -15.91 23.94 12.67 26.53 -3.16 22.19 7.65 5.06 12.67 33.09 15.41 4.74 15.50 22.46 -38.26 8.78 15.11 -1.10
Sharpe Ratio NA 22,711.75 8.98 2.21 0.72 NA NA NA 1.36 -0.60 1.83 0.40 2.24 -0.31 3.49 0.59 0.36 1.14 3.18 1.15 0.19 0.92 0.92 -0.91 0.46 1.19 -3.67
Standard Deviation(%) NA 1,229.40 710.54 550.44 389.39 NA NA 1,877.88 12.14 29.12 13.09 31.33 11.24 14.73 6.20 12.53 13.85 11.10 10.40 13.52 24.32 16.83 24.25 42.99 12.75 10.04 7.97
Draw Down(%) NA 7.74 24.33 31.14 31.14 NA NA 5.80 7.74 24.03 6.35 31.14 5.78 17.55 2.20 10.47 9.62 6.50 4.93 9.94 20.12 15.31 24.67 52.37 7.91 8.43 1.50
Yield(%) 0.00 126.83 39.66 33.90 21.29 31.05 15.84 113.68 5.46 8.59 17.91 4.54 6.61 14.74 12.42 4.94 7.24 15.62 0.00 0.00 0.00 0.00 0.00 0.21 21.33 11.25 6.32
Data as of 06/05/2024, Common starting date is 12/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADGRX (AB CORE OPPORTUNITIES FUND INC. CLASS R) -13.37%
Feb 2006 – Feb 2009
-0.97%
Sep 2006 – Sep 2011
6.77%
May 2007 – May 2017
7.28%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADGRX (AB CORE OPPORTUNITIES FUND INC. CLASS R) 6,393.89%
May 2021 – May 2024
1,225.63%
May 2019 – May 2024
281.17%
May 2014 – May 2024
157.51%
May 2009 – May 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return