Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPSZX (AB CONCENTRATED GROWTH FUND CLASS Z) | -5.72% | -2.53% | 8.23% | 3.34% | 11.71% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPSZX (AB CONCENTRATED GROWTH FUND CLASS Z) | 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 (%) | -0.16 | -2.53 | 8.23 | 3.34 | 11.71 | NA | NA | … | … | -5.72 | -0.85 | 11.18 | 19.74 | -24.59 | 31.57 | 21.26 | 39.74 | 1.56 | 23.02 | 5.44 | 1.32 | 13.82 |
| Sharpe Ratio | NA | -0.36 | 0.36 | 0.04 | 0.51 | NA | NA | … | … | -1.01 | -0.19 | 0.58 | 1.13 | -0.96 | 2.23 | 0.56 | 2.73 | 0.01 | 3.02 | 0.34 | 0.08 | 1.39 |
| Standard Deviation(%) | NA | 13.37 | 15.02 | 18.08 | 19.53 | NA | NA | … | … | 15.49 | 19.49 | 12.96 | 14.35 | 27.30 | 14.13 | 37.49 | 14.03 | 17.92 | 7.45 | 15.39 | 16.37 | 12.42 |
| Draw Down(%) | NA | 15.51 | 18.66 | 32.58 | 36.23 | NA | NA | … | … | 14.45 | 16.74 | 6.37 | 11.97 | 32.19 | 6.06 | 36.23 | 6.68 | 18.35 | 3.37 | 14.31 | 11.74 | 8.52 |
| Yield(%) | 0.00 | 8.08 | 7.83 | 6.40 | 9.53 | 7.18 | 5.38 | … | … | 0.00 | 8.35 | 11.54 | 1.31 | 1.44 | 12.75 | 4.12 | 4.42 | 7.53 | 4.13 | 0.48 | 2.86 | 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 |
|---|---|---|---|---|
| WPSZX (AB CONCENTRATED GROWTH FUND CLASS Z) |
0.13%
Dec 2021 – Dec 2024 |
3.24%
May 2021 – May 2026 |
10.91%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPSZX (AB CONCENTRATED GROWTH FUND CLASS Z) |
30.64%
Dec 2018 – Dec 2021 |
22.74%
Dec 2016 – Dec 2021 |
12.98%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart