Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPSIX (AB CONCENTRATED GROWTH FUND CLASS I) | -4.83% | -1.83% | 8.48% | 3.30% | 11.67% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPSIX (AB CONCENTRATED GROWTH FUND CLASS I) | 03/11/2014 | 06/04/2026 |
| 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 (%) | 0.12 | -1.83 | 8.48 | 3.30 | 11.67 | NA | NA | … | … | -4.83 | -0.95 | 11.08 | 19.62 | -24.64 | 31.45 | 21.18 | 39.72 | 1.59 | 22.97 | 5.43 | 1.32 | 13.85 |
| Sharpe Ratio | NA | -0.36 | 0.35 | 0.03 | 0.51 | NA | NA | … | … | -1.01 | -0.20 | 0.58 | 1.12 | -0.96 | 2.23 | 0.56 | 2.73 | 0.01 | 3.00 | 0.34 | 0.08 | 1.39 |
| Standard Deviation(%) | NA | 13.38 | 15.02 | 18.08 | 19.53 | NA | NA | … | … | 15.51 | 19.48 | 12.96 | 14.35 | 27.30 | 14.12 | 37.50 | 13.99 | 17.90 | 7.48 | 15.40 | 16.37 | 12.46 |
| Draw Down(%) | NA | 15.53 | 18.68 | 32.62 | 36.22 | NA | NA | … | … | 14.45 | 16.75 | 6.39 | 12.01 | 32.24 | 6.08 | 36.22 | 6.67 | 18.35 | 3.37 | 14.33 | 11.74 | 8.52 |
| Yield(%) | 0.00 | 8.07 | 7.83 | 6.33 | 9.42 | 7.16 | 5.37 | … | … | 0.00 | 8.35 | 11.52 | 1.40 | 1.44 | 12.61 | 4.12 | 4.42 | 7.52 | 4.12 | 0.47 | 2.86 | 3.14 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| WPSIX (AB CONCENTRATED GROWTH FUND CLASS I) |
0.04%
Dec 2021 – Dec 2024 |
3.14%
May 2021 – May 2026 |
10.86%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPSIX (AB CONCENTRATED GROWTH FUND CLASS I) |
30.56%
Dec 2018 – Dec 2021 |
22.69%
Dec 2016 – Dec 2021 |
12.92%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart