Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABSZX (AB DISCOVERY VALUE FUND CLASS Z) | 2.30% | 4.50% | 8.95% | 14.20% | 7.94% | NA | NA | 8.24% |
Data as of 07/25/2025, AR inception is 10/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABSZX (AB DISCOVERY VALUE FUND CLASS Z) | 10/22/2013 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 4.50 | 8.95 | 14.20 | 7.94 | NA | NA | 8.24 | 2.30 | 9.82 | 17.15 | -16.08 | 35.71 | 3.45 | 20.18 | -15.12 | 12.98 | 24.80 | -5.62 | 9.34 | 3.79 |
| Sharpe Ratio | NA | 0.06 | 0.27 | 0.55 | 0.27 | NA | NA | 0.29 | 0.04 | 0.35 | 0.70 | -0.66 | 1.67 | 0.07 | 1.30 | -0.99 | 1.07 | 1.41 | -0.36 | 0.68 | 2.02 |
| Standard Deviation(%) | NA | 22.72 | 20.99 | 22.19 | 23.23 | NA | NA | 22.03 | 25.15 | 17.46 | 19.45 | 26.44 | 21.39 | 46.10 | 14.39 | 16.74 | 11.56 | 17.47 | 15.84 | 13.76 | 10.65 |
| Draw Down(%) | NA | 24.80 | 24.80 | 24.80 | 48.80 | NA | NA | 48.80 | 22.09 | 8.80 | 17.46 | 24.49 | 10.86 | 47.02 | 10.04 | 24.50 | 6.78 | 12.54 | 13.24 | 13.17 | 3.27 |
| Yield(%) | 0.00 | 13.37 | 9.40 | 11.00 | 7.76 | 6.03 | 4.52 | 8.22 | 0.00 | 14.42 | 7.25 | 6.20 | 12.44 | 0.90 | 5.04 | 9.70 | 7.17 | 4.72 | 6.02 | 14.21 | 9.50 |
Data as of 07/25/2025, AR inception is 10/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABSZX (AB DISCOVERY VALUE FUND CLASS Z) |
-10.38%
Mar 2017 - Mar 2020 |
-3.54%
Mar 2015 - Mar 2020 |
6.18%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABSZX (AB DISCOVERY VALUE FUND CLASS Z) |
23.77%
Mar 2020 - Mar 2023 |
17.61%
Mar 2020 - Mar 2025 |
8.50%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart