Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ADGZX (AB CORE OPPORTUNITIES FUND INC. CLASS Z) | 10.63% | 19.21% | 18.12% | 14.60% | 12.71% | NA | NA | 13.76% |
Data as of 07/25/2025, AR inception is 10/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADGZX (AB CORE OPPORTUNITIES FUND INC. CLASS Z) | 10/21/2013 | 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 (%) | 1.72 | 19.21 | 18.12 | 14.60 | 12.71 | NA | NA | 13.76 | 10.63 | 22.91 | 21.21 | -15.43 | 24.73 | 13.39 | 27.39 | -2.60 | 22.98 | 8.31 | 5.64 | 13.17 | 5.97 |
| Sharpe Ratio | NA | 0.83 | 0.89 | 0.74 | 0.65 | NA | NA | 0.70 | 0.74 | 1.52 | 1.46 | -0.70 | 1.89 | 0.42 | 2.30 | -0.27 | 3.64 | 0.65 | 0.41 | 1.19 | 4.29 |
| Standard Deviation(%) | NA | 19.37 | 16.54 | 17.07 | 17.33 | NA | NA | 16.50 | 22.58 | 12.72 | 12.15 | 24.31 | 13.10 | 31.31 | 11.24 | 14.79 | 6.16 | 12.50 | 13.82 | 11.06 | 8.08 |
| Draw Down(%) | NA | 18.00 | 18.00 | 24.12 | 31.10 | NA | NA | 31.10 | 18.00 | 7.51 | 7.59 | 23.85 | 6.23 | 31.10 | 5.70 | 17.47 | 2.12 | 10.39 | 9.61 | 6.50 | 1.77 |
| Yield(%) | 0.00 | 9.52 | 8.50 | 9.53 | 9.70 | 8.04 | 6.03 | 10.97 | 0.00 | 10.91 | 5.31 | 7.83 | 16.23 | 4.65 | 6.79 | 14.28 | 11.68 | 4.98 | 6.91 | 15.08 | 0.00 |
Data as of 07/25/2025, AR inception is 10/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADGZX (AB CORE OPPORTUNITIES FUND INC. CLASS Z) |
5.13%
Mar 2017 - Mar 2020 |
6.37%
Mar 2015 - Mar 2020 |
10.90%
Nov 2013 - Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADGZX (AB CORE OPPORTUNITIES FUND INC. CLASS Z) |
21.68%
Dec 2018 - Dec 2021 |
16.90%
Aug 2016 - Aug 2021 |
12.64%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart