Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABVBX (AB VALUE FUND CLASS B) | NA | 5.39% | 5.08% | 3.00% | 7.90% | 4.18% | NA | 4.55% |
Data as of 11/19/2019, AR inception is 04/18/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABVBX (AB VALUE FUND CLASS B) | 04/18/2001 | 11/19/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.39 | 5.08 | 3.00 | 7.90 | 4.18 | NA | 4.55 | 17.00 | -15.19 | 13.32 | 10.96 | -7.72 | 11.55 | 35.71 | 14.61 | -3.97 | 11.26 | 18.95 | -42.06 | -4.43 | 21.23 | 4.71 | 12.58 | 28.05 | -13.93 | 0.58 |
| Sharpe Ratio | NA | 0.27 | 0.34 | 0.16 | 0.48 | NA | NA | 0.18 | 1.42 | -1.06 | 1.48 | 0.69 | -0.49 | 0.98 | 3.01 | 1.08 | -0.16 | 0.56 | 0.62 | -0.95 | -0.44 | 1.87 | 0.24 | 1.03 | 1.70 | -0.62 | -0.08 |
| Standard Deviation(%) | NA | 14.29 | 12.53 | 13.98 | 15.58 | NA | NA | 19.41 | 12.58 | 15.61 | 8.64 | 15.62 | 15.88 | 11.82 | 11.87 | 13.53 | 24.43 | 19.86 | 30.59 | 45.15 | 17.06 | 9.61 | 10.42 | 11.25 | 16.06 | 24.10 | 14.61 |
| Draw Down(%) | NA | 15.85 | 23.97 | 23.97 | 23.99 | NA | NA | 64.32 | 7.82 | 23.97 | 4.68 | 12.32 | 13.93 | 9.47 | 5.28 | 12.31 | 23.99 | 18.83 | 31.95 | 54.10 | 15.67 | 7.64 | 6.89 | 8.56 | 15.23 | 31.49 | 16.47 |
| Yield(%) | 0.00 | 4.06 | 2.14 | 1.72 | 2.18 | 2.66 | 2.42 | 2.68 | 0.00 | 3.80 | 0.97 | 1.11 | 1.03 | 1.47 | 1.26 | 1.61 | 1.19 | 0.91 | 1.70 | 1.96 | 8.30 | 4.91 | 6.41 | 2.50 | 0.32 | 0.10 | 0.00 |
Data as of 11/19/2019, AR inception is 04/18/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABVBX (AB VALUE FUND CLASS B) |
-20.95%
Feb 2006 - Feb 2009 |
-10.34%
Feb 2004 - Feb 2009 |
0.58%
Sep 2001 - Sep 2011 |
3.67%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABVBX (AB VALUE FUND CLASS B) |
23.16%
Sep 2011 - Sep 2014 |
20.93%
Feb 2009 - Feb 2014 |
12.17%
Feb 2009 - Feb 2019 |
6.96%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart