Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ADGAX (AB CORE OPPORTUNITIES FUND INC. CLASS A) | 8.65% | 3.99% | 9.61% | 4.51% | 7.23% | 10.84% | 7.66% | 7.01% |
Data as of 07/18/2025, AR inception is 01/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADGAX (AB CORE OPPORTUNITIES FUND INC. CLASS A) | 01/19/2001 | 07/18/2025 |
| 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 (%) | 0.36 | 3.99 | 9.61 | 4.51 | 7.23 | 10.84 | 7.66 | 7.01 | 8.65 | 11.53 | 15.54 | -23.70 | 7.17 | 8.52 | 26.94 | -2.89 | 22.46 | 7.99 | 5.29 | 12.89 | 33.26 | 15.63 | 5.04 | 15.56 | 22.66 | -38.17 | 9.04 | 15.34 | 1.20 | 8.86 | 39.53 | -22.19 | -1.13 |
| Sharpe Ratio | NA | 0.04 | 0.34 | 0.13 | 0.31 | NA | NA | 0.29 | 0.59 | 0.30 | 0.89 | -0.97 | 0.36 | 0.26 | 2.27 | -0.29 | 3.58 | 0.62 | 0.38 | 1.16 | 3.20 | 1.16 | 0.21 | 0.92 | 0.93 | -0.91 | 0.48 | 1.21 | -0.10 | 0.74 | 2.26 | -0.80 | -0.16 |
| Standard Deviation(%) | NA | 22.01 | 18.58 | 19.53 | 18.59 | NA | NA | 19.53 | 22.98 | 16.24 | 12.82 | 25.90 | 20.10 | 31.67 | 11.25 | 14.74 | 6.13 | 12.56 | 13.84 | 11.09 | 10.37 | 13.56 | 24.38 | 16.77 | 24.28 | 43.04 | 12.72 | 10.06 | 10.02 | 10.68 | 17.16 | 28.99 | 22.29 |
| Draw Down(%) | NA | 24.97 | 24.97 | 34.60 | 34.60 | NA | NA | 53.65 | 18.08 | 13.39 | 7.70 | 25.06 | 16.74 | 31.10 | 5.75 | 17.52 | 2.14 | 10.44 | 9.62 | 6.53 | 4.86 | 9.96 | 20.12 | 15.27 | 24.62 | 52.35 | 7.86 | 8.47 | 7.06 | 10.51 | 13.29 | 35.72 | 26.18 |
| Yield(%) | 0.00 | 0.04 | 0.12 | 0.11 | 4.48 | 7.97 | 5.72 | 5.52 | 0.00 | 0.05 | 0.29 | 0.03 | 0.00 | 0.21 | 6.75 | 14.55 | 12.08 | 4.94 | 7.09 | 15.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.31 | 21.33 | 11.20 | 6.11 | 1.72 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 01/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADGAX (AB CORE OPPORTUNITIES FUND INC. CLASS A) |
-13.23%
Feb 2006 - Feb 2009 |
-6.67%
Feb 2004 - Feb 2009 |
2.85%
May 2001 - May 2011 |
5.77%
May 2001 - May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADGAX (AB CORE OPPORTUNITIES FUND INC. CLASS A) |
24.06%
Feb 2009 - Feb 2012 |
22.06%
Feb 2009 - Feb 2014 |
16.28%
Feb 2009 - Feb 2019 |
12.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart