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AB Discovery Value Z (ABSZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.70+0.20 (+0.93%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.46%
5-Year Average Return8.30%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)35.84%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return35.84%
Worst 3-Yr Total Return1.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnABSZXCategory
YTD4.86%26.79%
1-Month5.16%-1.77%
3-Month3.40%4.45%
1-Year25.89%71.02%
3-Year2.21%9.35%
5-Year10.24%12.17%
10-Year7.54%9.95%
Last Bull Market30.15%28.07%
Last Bear Market-15.36%-24.24%

Annual Total Return (%) History

Year
ABSZXCategory
2024
N/AN/A
2023
17.08%N/A
2022
-16.13%N/A
2021
35.84%N/A
2020
3.45%4.02%
2019
20.17%21.43%
2018
-14.98%-15.46%
2017
13.08%8.54%
2016
24.79%25.99%
2015
-5.51%-6.71%
2014
9.05%3.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.03%N/AN/AN/A
20232.17%4.60%-4.59%14.83%
2022-5.21%-15.36%-3.95%8.84%
202120.95%4.87%-0.51%7.63%
2020-36.52%20.96%4.30%29.16%
201911.75%2.04%-0.92%6.37%
2018-2.52%5.18%1.47%-18.27%
20171.64%-0.28%5.22%6.04%
20163.99%0.97%7.87%10.16%
20153.18%-1.21%-8.83%1.68%
20142.69%5.51%-6.35%7.48%

Rank In Category (By Total Return)

YTD25
1-Month28
3-Month42
1-Year39
3-Year62
5-Year58

Load Adjusted Returns

1-Year25.89%
3-Year2.21%
5-Year10.24%
10-Year7.54%