Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CABDX (AB RELATIVE VALUE FUND INC. CLASS A) | 5.32% | -0.59% | 5.05% | 7.79% | 6.47% | 10.12% | 6.53% | 6.50% |
Data as of 07/02/2025, AR inception is 01/07/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CABDX (AB RELATIVE VALUE FUND INC. CLASS A) | 01/07/1980 | 07/02/2025 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.51 | -0.59 | 5.05 | 7.79 | 6.47 | 10.12 | 6.53 | 6.50 | 5.32 | 2.59 | 5.50 | -10.16 | 16.12 | 2.82 | 23.05 | -6.00 | 18.85 | 11.11 | 1.11 | 9.19 | 34.29 | 17.52 | 5.57 | 13.13 | 20.93 | -40.86 | 5.68 | 16.93 | 3.78 | 11.27 | 31.76 | -26.56 | -1.84 | 13.64 | 10.78 | 21.23 | 28.93 | 24.22 | 27.94 | -9.12 | 2.04 | -1.99 | 19.53 | -13.74 | 7.63 | -2.14 | -21.93 | 9.05 | 17.54 | -3.12 | 12.96 | 19.22 | -6.49 | 20.04 |
| Sharpe Ratio | NA | -0.41 | 0.10 | 0.28 | 0.26 | NA | NA | 0.18 | 0.02 | -0.28 | 0.10 | -0.54 | 1.00 | 0.08 | 1.96 | -0.52 | 2.69 | 0.83 | 0.07 | 0.68 | 3.17 | 1.35 | 0.23 | 0.76 | 0.82 | -0.94 | 0.18 | 1.35 | 0.15 | 0.95 | 1.83 | -1.02 | -0.22 | 0.53 | 0.47 | 0.90 | 1.57 | 1.87 | 2.08 | -1.09 | 0.00 | -0.36 | 1.03 | -0.99 | 0.10 | -0.30 | -0.75 | 0.27 | 0.74 | -0.64 | 0.39 | 0.57 | -1.05 | 0.58 |
| Standard Deviation(%) | NA | 18.84 | 16.52 | 16.88 | 17.73 | NA | NA | 18.72 | 19.89 | 14.50 | 13.04 | 21.31 | 16.14 | 34.32 | 11.03 | 14.15 | 6.80 | 13.20 | 14.49 | 13.51 | 10.82 | 13.03 | 23.71 | 17.10 | 25.46 | 44.37 | 14.69 | 10.17 | 10.56 | 10.86 | 16.99 | 27.25 | 19.37 | 18.07 | 16.06 | 19.86 | 16.14 | 10.96 | 11.61 | 11.08 | 12.08 | 12.14 | 15.21 | 19.21 | 19.65 | 22.80 | 34.47 | 17.79 | 16.59 | 15.31 | 17.40 | 20.41 | 15.75 | 20.92 |
| Draw Down(%) | NA | 23.20 | 23.20 | 23.20 | 36.33 | NA | NA | 57.47 | 15.41 | 15.52 | 9.18 | 17.53 | 12.39 | 36.33 | 6.82 | 18.06 | 3.09 | 9.94 | 10.74 | 7.89 | 4.42 | 10.49 | 19.24 | 15.14 | 26.07 | 55.50 | 8.76 | 8.31 | 7.32 | 8.08 | 14.44 | 38.12 | 23.95 | 12.15 | 15.36 | 22.57 | 10.67 | 8.09 | 9.94 | 12.88 | 10.08 | 7.95 | 10.55 | 23.17 | 19.24 | 19.74 | 41.23 | 16.60 | 14.22 | 13.59 | 11.79 | 9.84 | 15.74 | 15.03 |
| Yield(%) | 0.00 | 1.00 | 1.28 | 1.42 | 4.83 | 7.77 | 5.00 | 6.37 | 0.00 | 1.08 | 1.42 | 1.13 | 0.80 | 1.20 | 5.22 | 12.49 | 13.26 | 7.34 | 4.21 | 5.92 | 1.07 | 0.94 | 1.26 | 0.87 | 1.38 | 1.17 | 10.13 | 1.28 | 1.11 | 0.59 | 1.49 | 1.11 | 3.61 | 7.82 | 6.16 | 12.22 | 17.82 | 16.08 | 2.44 | 2.27 | 2.49 | 2.37 | 3.26 | 3.65 | 3.78 | 2.93 | 3.91 | 3.77 | 4.42 | 4.09 | 4.23 | 6.08 | 5.37 | 6.11 |
Data as of 07/02/2025, AR inception is 01/07/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CABDX (AB RELATIVE VALUE FUND INC. CLASS A) |
-16.30%
Sep 1987 - Sep 1990 |
-8.38%
Aug 1987 - Aug 1992 |
-1.37%
Feb 1999 - Feb 2009 |
1.56%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CABDX (AB RELATIVE VALUE FUND INC. CLASS A) |
28.72%
Mar 1995 - Mar 1998 |
22.44%
Dec 1994 - Dec 1999 |
15.10%
Feb 2009 - Feb 2019 |
11.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart