Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ADGIX (AB CORE OPPORTUNITIES FUND INC. CLASS I) | 10.36% | 11.64% | 8.34% | 5.31% | 8.10% | 11.08% | NA | 8.52% |
Data as of 08/06/2025, AR inception is 12/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADGIX (AB CORE OPPORTUNITIES FUND INC. CLASS I) | 12/16/2005 | 08/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 11.64 | 8.34 | 5.31 | 8.10 | 11.08 | NA | 8.52 | 10.36 | 12.67 | 16.24 | -22.99 | 8.40 | 9.12 | 27.28 | -2.68 | 22.90 | 8.24 | 5.59 | 13.23 | 33.83 | 15.93 | 5.43 | 15.98 | 23.28 | -37.82 | 9.36 | 15.91 | -1.09 |
| Sharpe Ratio | NA | 0.12 | 0.24 | 0.17 | 0.35 | NA | NA | 0.36 | 0.55 | 0.39 | 0.95 | -0.95 | 0.43 | 0.28 | 2.30 | -0.27 | 3.63 | 0.64 | 0.40 | 1.20 | 3.25 | 1.19 | 0.22 | 0.94 | 0.95 | -0.90 | 0.50 | 1.27 | -3.65 |
| Standard Deviation(%) | NA | 21.44 | 18.14 | 19.23 | 18.44 | NA | NA | 19.51 | 22.28 | 15.78 | 12.70 | 25.72 | 19.41 | 31.68 | 11.25 | 14.70 | 6.17 | 12.52 | 13.85 | 11.05 | 10.41 | 13.51 | 24.29 | 16.84 | 24.27 | 42.98 | 12.73 | 10.01 | 7.98 |
| Draw Down(%) | NA | 24.34 | 24.34 | 33.41 | 33.41 | NA | NA | 53.37 | 18.03 | 12.77 | 7.61 | 24.37 | 16.01 | 31.09 | 5.72 | 17.44 | 2.07 | 10.40 | 9.61 | 6.50 | 4.84 | 9.90 | 20.06 | 15.26 | 24.62 | 52.08 | 7.89 | 8.42 | 1.49 |
| Yield(%) | 0.00 | 0.27 | 0.33 | 0.30 | 4.57 | 7.72 | 6.07 | 6.39 | 0.00 | 0.30 | 0.53 | 0.20 | 0.00 | 0.46 | 6.70 | 14.23 | 11.69 | 4.96 | 6.91 | 15.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.79 | 21.77 | 11.77 | 6.28 |
Data as of 08/06/2025, AR inception is 12/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADGIX (AB CORE OPPORTUNITIES FUND INC. CLASS I) |
-12.81%
Feb 2006 - Feb 2009 |
-0.37%
Sep 2006 - Sep 2011 |
6.81%
Mar 2015 - Mar 2025 |
6.60%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADGIX (AB CORE OPPORTUNITIES FUND INC. CLASS I) |
24.53%
Feb 2009 - Feb 2012 |
22.50%
Feb 2009 - Feb 2014 |
16.66%
Feb 2009 - Feb 2019 |
12.94%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart