Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABASX (AB DISCOVERY VALUE FUND CLASS A) | 13.23% | 22.05% | 13.87% | 2.09% | 7.12% | 8.04% | 7.48% | … | … |
Data as of 06/03/2026, Common starting date is 08/10/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABASX (AB DISCOVERY VALUE FUND CLASS A) | 08/10/2001 | 06/03/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | 22.05 | 13.87 | 2.09 | 7.12 | 8.04 | 7.48 | … | … | 13.23 | 2.59 | 9.52 | 16.76 | -21.40 | 24.53 | 3.11 | 19.80 | -15.34 | 12.61 | 24.39 | -6.00 | 8.89 | 37.36 | 18.09 | -8.32 | 26.52 | 41.81 | -34.57 | 2.50 | 13.73 | 13.84 | 18.91 | 41.91 | -8.20 | 3.32 |
| Sharpe Ratio | NA | 1.21 | 0.57 | -0.03 | 0.23 | NA | NA | … | … | 1.76 | -0.01 | 0.34 | 0.68 | -0.85 | 1.05 | 0.06 | 1.27 | -1.01 | 1.03 | 1.38 | -0.38 | 0.64 | 2.54 | 1.08 | -0.27 | 1.07 | 1.14 | -0.79 | -0.04 | 0.80 | 0.81 | 1.29 | 2.37 | -0.39 | 0.36 |
| Standard Deviation(%) | NA | 15.92 | 18.92 | 21.45 | 23.30 | NA | NA | … | … | 17.17 | 21.39 | 17.48 | 19.45 | 26.99 | 23.37 | 46.00 | 14.40 | 16.68 | 11.62 | 17.48 | 15.79 | 13.77 | 14.67 | 16.78 | 30.68 | 24.64 | 36.71 | 44.71 | 17.82 | 12.96 | 14.28 | 13.86 | 17.37 | 23.87 | 20.45 |
| Draw Down(%) | NA | 10.47 | 24.90 | 32.95 | 49.02 | NA | NA | … | … | 10.47 | 22.15 | 8.81 | 17.59 | 24.76 | 14.68 | 47.06 | 10.13 | 24.52 | 6.95 | 12.55 | 13.34 | 13.26 | 6.40 | 14.09 | 30.25 | 22.62 | 33.81 | 53.91 | 16.17 | 10.16 | 9.54 | 8.99 | 15.80 | 33.61 | 16.80 |
| Yield(%) | 0.00 | 6.07 | 9.30 | 4.43 | 5.83 | 7.09 | 6.74 | … | … | 0.00 | 5.80 | 13.91 | 6.82 | 0.76 | 1.08 | 0.55 | 4.61 | 9.26 | 6.76 | 4.30 | 5.64 | 13.65 | 11.74 | 5.78 | 5.28 | 0.10 | 0.40 | 0.59 | 8.55 | 11.25 | 17.53 | 8.04 | 3.62 | 0.59 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/10/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABASX (AB DISCOVERY VALUE FUND CLASS A) |
-17.11%
Feb 2006 – Feb 2009 |
-5.16%
Feb 2004 – Feb 2009 |
3.97%
Oct 2013 – Oct 2023 |
5.26%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABASX (AB DISCOVERY VALUE FUND CLASS A) |
32.49%
Feb 2009 – Feb 2012 |
28.07%
Feb 2009 – Feb 2014 |
16.81%
Feb 2009 – Feb 2019 |
12.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart