Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABCSX (AB DISCOVERY VALUE FUND CLASS C) | -2.48% | 4.96% | 5.86% | 9.09% | 4.12% | 7.75% | 6.17% | 7.53% |
Data as of 06/30/2025, AR inception is 08/10/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABCSX (AB DISCOVERY VALUE FUND CLASS C) | 08/10/2001 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.19 | 4.96 | 5.86 | 9.09 | 4.12 | 7.75 | 6.17 | 7.53 | -2.48 | -6.50 | 7.73 | -22.91 | 21.87 | 2.28 | 18.92 | -15.97 | 11.74 | 23.42 | -6.65 | 8.15 | 36.39 | 17.33 | -9.00 | 25.56 | 40.82 | -34.99 | 1.76 | 12.95 | 7.07 | 18.15 | 40.93 | -8.79 | 3.50 |
| Sharpe Ratio | NA | 0.08 | 0.07 | 0.35 | 0.11 | NA | NA | 0.26 | -0.29 | -0.56 | 0.17 | -0.89 | 0.91 | 0.04 | 1.22 | -1.04 | 0.96 | 1.33 | -0.42 | 0.59 | 2.48 | 1.04 | -0.29 | 1.03 | 1.11 | -0.80 | -0.07 | 0.75 | 0.37 | 0.98 | 2.32 | -0.41 | 0.40 |
| Standard Deviation(%) | NA | 23.10 | 21.47 | 23.07 | 23.56 | NA | NA | 23.51 | 26.47 | 23.45 | 20.48 | 27.25 | 23.99 | 46.06 | 14.37 | 16.67 | 11.60 | 17.50 | 15.83 | 13.72 | 14.68 | 16.81 | 30.68 | 24.67 | 36.71 | 44.51 | 17.77 | 12.92 | 13.17 | 17.51 | 17.31 | 23.89 | 20.40 |
| Draw Down(%) | NA | 25.13 | 25.13 | 35.66 | 49.67 | NA | NA | 60.64 | 22.29 | 21.59 | 18.08 | 26.17 | 15.98 | 47.16 | 10.36 | 24.73 | 7.27 | 12.65 | 13.52 | 13.41 | 6.47 | 14.20 | 30.46 | 22.71 | 33.96 | 54.04 | 16.40 | 10.17 | 9.74 | 9.09 | 15.99 | 33.84 | 16.93 |
| Yield(%) | 0.00 | 16.00 | 8.08 | 6.33 | 5.38 | 8.46 | 6.55 | 8.87 | 0.00 | 16.21 | 7.54 | 0.18 | 0.03 | 0.00 | 4.33 | 10.19 | 7.34 | 4.53 | 6.16 | 14.21 | 12.19 | 5.69 | 5.38 | 0.00 | 0.00 | 0.00 | 8.64 | 10.81 | 12.40 | 8.11 | 3.63 | 0.00 | 0.00 |
Data as of 06/30/2025, AR inception is 08/10/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABCSX (AB DISCOVERY VALUE FUND CLASS C) |
-17.69%
Feb 2006 - Feb 2009 |
-6.81%
Feb 2004 - Feb 2009 |
2.93%
Oct 2013 - Oct 2023 |
4.13%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABCSX (AB DISCOVERY VALUE FUND CLASS C) |
31.53%
Feb 2009 - Feb 2012 |
27.14%
Feb 2009 - Feb 2014 |
15.96%
Feb 2009 - Feb 2019 |
11.57%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart