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WPSGX: AB CONCENTRATED GROWTH FUND ADVISOR CLASS (MUTUAL FUND)
Basic Info 56.75 0.61(1.09%) March 27
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (74%) |
Start Date: | 08/19/1997 |
Last Dividend Date: | 12/06/2023 |
12-Mo. Yield | 0.33% |
Expenses | 1.00% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/20/1997 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 7.6 | 28.0 | 6.9 | 13.0 | 12.8 | 14.8 | 10.4 | 7.6 | 19.7 | -24.6 | 31.5 | 21.2 | 39.7 | 1.6 | 23.0 | 5.4 | 1.4 | 13.2 | 36.4 | 15.9 | 0.8 | 12.6 | 32.6 | -31.0 | 0.0 | 6.9 | 6.3 | 17.7 | 16.8 | -17.0 | -13.1 | -5.0 | 2.5 | 26.6 | -5.0 |
Sharpe Ratio | NA | 2.62 | 1.95 | 0.22 | 0.5 | 0.6 | NA | NA | 0.31 | 1.09 | -0.96 | 2.21 | 0.56 | 2.73 | 0.01 | 3.01 | 0.33 | 0.08 | 1.04 | 3.18 | 1.12 | 0.03 | 0.73 | 1.33 | -0.83 | -0.2 | 0.32 | 0.34 | 1.52 | 1.04 | -0.79 | -0.82 | -0.4 | -0.04 | 1.01 | -0.54 |
Draw Down(%) | NA | 2.9 | 12.0 | 32.6 | 36.2 | 36.2 | NA | NA | 48.1 | 12.0 | 32.2 | 6.1 | 36.2 | 6.7 | 18.4 | 3.4 | 14.3 | 11.7 | 8.5 | 4.8 | 13.0 | 15.2 | 16.6 | 22.2 | 41.8 | 8.3 | 11.2 | 10.0 | 7.3 | 12.3 | 28.4 | 27.9 | 18.5 | 13.3 | 21.2 | 14.9 |
Standard Deviation(%) | NA | 12.6 | 12.6 | 19.3 | 23.4 | 19.5 | NA | NA | 19.9 | 14.3 | 27.3 | 14.3 | 37.5 | 14.0 | 17.9 | 7.5 | 15.4 | 16.4 | 12.7 | 11.4 | 14.3 | 22.6 | 17.2 | 24.5 | 38.4 | 14.9 | 11.5 | 12.0 | 11.0 | 15.6 | 22.8 | 19.0 | 22.6 | 18.9 | 23.1 | 30.1 |
Treynor Ratio | NA | 0.6 | 0.41 | 0.07 | 0.16 | 0.15 | NA | NA | 0.08 | 0.24 | -0.38 | 0.62 | 0.22 | 0.62 | 0.0 | 0.3 | 0.05 | 0.01 | 0.15 | 0.41 | 0.17 | 0.01 | 0.15 | 0.34 | -0.33 | -0.04 | 0.05 | 0.04 | 0.25 | 0.21 | -0.27 | -0.36 | -0.22 | -0.01 | 0.27 | -0.17 |
Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.03 | 0.02 | 0.08 | -0.09 | 0.04 | 0.0 | 0.0 | 0.02 | -0.03 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.04 | -0.03 | 0.02 | -0.01 | 0.05 | -0.01 | 0.04 | 0.0 | 0.01 | -0.04 | 0.0 | -0.05 |
Beta | NA | 0.55 | 0.61 | 0.65 | 0.74 | 0.77 | NA | NA | 0.75 | 0.66 | 0.69 | 0.51 | 0.94 | 0.62 | 0.82 | 0.75 | 0.98 | 0.97 | 0.87 | 0.89 | 0.93 | 0.83 | 0.85 | 0.95 | 0.98 | 0.82 | 0.77 | 0.91 | 0.66 | 0.76 | 0.66 | 0.43 | 0.42 | 0.73 | 0.86 | 0.94 |
RSquared | NA | 0.68 | 0.7 | 0.8 | 0.76 | 0.79 | NA | NA | 0.76 | 0.76 | 0.87 | 0.59 | 0.81 | 0.66 | 0.92 | 0.74 | 0.88 | 0.91 | 0.88 | 0.88 | 0.9 | 0.95 | 0.9 | 0.9 | 0.9 | 0.83 | 0.76 | 0.8 | 0.77 | 0.89 | 0.85 | 0.64 | 0.41 | 0.67 | 0.8 | 0.62 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/20/1997
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