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ALCKX: AB LARGE CAP GROWTH FUND INC CLASS K (MUTUAL FUND)
Basic Info 91.71 1.23(1.36%) May 03
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (60%) |
Start Date: | 12/24/2009 |
Last Dividend Date: | 12/05/2023 |
12-Mo. Yield | 1.74% |
Expenses | 0.95% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/24/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 9.8 | 31.6 | 7.3 | 15.2 | 15.4 | 14.9 | 34.5 | -29.0 | 28.4 | 33.9 | 33.7 | 1.9 | 31.3 | 2.7 | 10.6 | 13.9 | 37.0 | 18.7 | -1.4 | 9.4 | -0.2 |
Sharpe Ratio | NA | 1.75 | 1.94 | 0.24 | 0.59 | 0.76 | 0.75 | 2.05 | -1.04 | 1.79 | 1.02 | 2.44 | 0.03 | 4.13 | 0.18 | 0.72 | 1.09 | 3.17 | 1.22 | -0.06 | 0.47 | -1.31 |
Draw Down(%) | NA | 7.9 | 9.0 | 34.1 | 34.1 | 34.1 | 34.1 | 9.0 | 33.4 | 8.5 | 28.0 | 7.0 | 17.6 | 2.8 | 13.3 | 11.3 | 7.1 | 5.5 | 12.4 | 21.7 | 18.8 | 0.7 |
Standard Deviation(%) | NA | 15.9 | 14.3 | 20.9 | 22.9 | 18.9 | 18.8 | 14.9 | 29.3 | 15.9 | 32.9 | 13.2 | 18.2 | 7.4 | 13.9 | 14.6 | 12.7 | 11.6 | 15.5 | 25.5 | 19.8 | 8.0 |
Treynor Ratio | NA | 0.34 | 0.36 | 0.07 | 0.17 | 0.18 | 0.17 | 0.41 | -0.4 | 0.42 | 0.37 | 0.54 | 0.01 | 0.38 | 0.03 | 0.12 | 0.15 | 0.39 | 0.19 | -0.02 | 0.09 | -0.11 |
Alpha | NA | 0.02 | 0.0 | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.07 | -0.05 | 0.02 | 0.0 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.06 |
Beta | NA | 0.82 | 0.76 | 0.76 | 0.8 | 0.8 | 0.84 | 0.75 | 0.77 | 0.67 | 0.9 | 0.6 | 0.86 | 0.82 | 0.92 | 0.89 | 0.91 | 0.94 | 1.02 | 0.95 | 1.03 | 0.96 |
RSquared | NA | 0.95 | 0.91 | 0.92 | 0.92 | 0.91 | 0.92 | 0.91 | 0.94 | 0.81 | 0.94 | 0.68 | 0.97 | 0.88 | 0.95 | 0.96 | 0.96 | 0.95 | 0.91 | 0.97 | 0.99 | 0.99 |
Yield(%) | N/A | 0.0 | 2.0 | 3.7 | 5.0 | 7.8 | N/A | 2.3 | 0.7 | 9.5 | 3.6 | 4.6 | 9.0 | 5.0 | 2.7 | 9.2 | 15.0 | 5.4 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 140.0 | 5.3 | -19.5 | N/A | N/A | 140.0 | -91.5 | 230.2 | 2.4 | -52.6 | 127.2 | 89.3 | -70.5 | -39.1 | 255.9 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2009
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