Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBBIX (AB RELATIVE VALUE FUND INC. CLASS I) | 10.81% | 20.77% | 15.67% | 6.01% | 9.64% | 10.61% | 8.22% | … | … |
Data as of 06/05/2026, Common starting date is 03/23/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBBIX (AB RELATIVE VALUE FUND INC. CLASS I) | 03/23/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 20.77 | 15.67 | 6.01 | 9.64 | 10.61 | 8.22 | … | … | 10.81 | 10.53 | 12.86 | 11.59 | -9.87 | 16.76 | 3.01 | 23.57 | -5.61 | 19.08 | 11.30 | 1.67 | 9.11 | 34.89 | 18.04 | 6.10 | 13.31 | 22.04 | -40.67 | 5.66 | 17.46 | 6.42 |
| Sharpe Ratio | NA | 1.74 | 1.00 | 0.22 | 0.48 | NA | NA | … | … | 2.13 | 0.50 | 0.85 | 0.67 | -0.53 | 1.05 | 0.08 | 2.00 | -0.49 | 2.82 | 0.84 | 0.11 | 0.84 | 3.22 | 1.38 | 0.26 | 0.78 | 0.87 | -0.94 | 0.17 | 1.40 | 0.57 |
| Standard Deviation(%) | NA | 10.41 | 12.47 | 15.29 | 16.94 | NA | NA | … | … | 11.56 | 15.32 | 10.82 | 11.99 | 21.30 | 15.91 | 34.24 | 11.07 | 14.32 | 6.56 | 13.25 | 14.57 | 10.80 | 10.81 | 13.15 | 23.58 | 16.90 | 25.31 | 44.25 | 14.82 | 10.08 | 10.45 |
| Draw Down(%) | NA | 6.29 | 15.70 | 22.65 | 36.44 | NA | NA | … | … | 6.29 | 15.52 | 7.23 | 9.26 | 17.42 | 12.18 | 36.44 | 6.85 | 17.96 | 3.04 | 9.98 | 10.75 | 7.79 | 4.55 | 10.10 | 19.02 | 14.87 | 26.17 | 55.32 | 8.94 | 8.31 | 5.71 |
| Yield(%) | 0.00 | 6.28 | 8.55 | 4.77 | 7.08 | 8.84 | 6.84 | … | … | 0.00 | 6.38 | 11.35 | 6.93 | 1.33 | 1.07 | 1.42 | 5.40 | 12.55 | 13.33 | 7.58 | 4.48 | 6.23 | 1.56 | 1.36 | 0.00 | 1.34 | 1.90 | 1.58 | 10.54 | 1.79 | 1.23 |
Data as of 06/05/2026, Common starting date is 03/23/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBBIX (AB RELATIVE VALUE FUND INC. CLASS I) |
-15.24%
Feb 2006 – Feb 2009 |
-2.81%
Jun 2005 – Jun 2010 |
5.70%
May 2007 – May 2017 |
5.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBBIX (AB RELATIVE VALUE FUND INC. CLASS I) |
24.04%
Feb 2009 – Feb 2012 |
22.27%
Feb 2009 – Feb 2014 |
15.51%
Feb 2009 – Feb 2019 |
12.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart