Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPASX (AB CONCENTRATED GROWTH FUND CLASS A) | -5.83% | -2.78% | 7.94% | 3.07% | 11.40% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPASX (AB CONCENTRATED GROWTH FUND CLASS A) | 03/11/2014 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | -2.78 | 7.94 | 3.07 | 11.40 | NA | NA | … | … | -5.83 | 6.04 | 10.87 | 19.40 | -24.80 | 31.21 | 20.93 | 39.31 | 1.31 | 22.70 | 5.13 | 1.07 | 13.57 |
| Sharpe Ratio | NA | -0.38 | 0.34 | 0.02 | 0.50 | NA | NA | … | … | -1.02 | 0.18 | 0.56 | 1.11 | -0.96 | 2.19 | 0.55 | 2.70 | 0.00 | 2.97 | 0.32 | 0.06 | 1.36 |
| Standard Deviation(%) | NA | 13.34 | 15.03 | 18.10 | 19.55 | NA | NA | … | … | 15.49 | 17.93 | 12.95 | 14.33 | 27.29 | 14.27 | 37.52 | 14.00 | 17.89 | 7.46 | 15.42 | 16.36 | 12.45 |
| Draw Down(%) | NA | 15.61 | 18.74 | 32.73 | 36.23 | NA | NA | … | … | 14.50 | 16.79 | 6.40 | 12.05 | 32.34 | 6.10 | 36.23 | 6.70 | 18.41 | 3.40 | 14.33 | 11.78 | 8.53 |
| Yield(%) | 0.00 | 8.33 | 7.91 | 6.44 | 9.47 | 7.10 | 5.33 | … | … | 0.00 | 8.61 | 11.70 | 1.13 | 1.48 | 12.86 | 4.20 | 4.48 | 7.60 | 4.16 | 0.48 | 2.87 | 3.14 |
Data as of 06/03/2026, Common starting date is 03/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPASX (AB CONCENTRATED GROWTH FUND CLASS A) |
-0.15%
Dec 2021 – Dec 2024 |
2.96%
May 2021 – May 2026 |
10.61%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPASX (AB CONCENTRATED GROWTH FUND CLASS A) |
30.27%
Dec 2018 – Dec 2021 |
22.41%
Dec 2016 – Dec 2021 |
12.67%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart