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Bernstein Fund, Inc - Small Cap Core Portfolio (SCRZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.75+0.09 (+0.71%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.63%
5-Year Average Return7.83%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)24.28%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return24.28%
Worst 3-Yr Total Return3.95%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSCRZXCategory
YTD2.37%20.19%
1-Month5.36%0.02%
3-Month0.39%4.36%
1-Year22.32%60.18%
3-Year1.78%11.32%
5-Year9.86%13.88%
10-Year0.00%11.19%
Last Bull Market28.68%27.98%
Last Bear Market-14.83%-24.08%

Annual Total Return (%) History

Year
SCRZXCategory
2024
N/AN/A
2023
20.95%N/A
2022
-18.87%N/A
2021
23.24%N/A
2020
12.42%10.99%
2019
24.28%23.75%
2018
-13.32%-12.72%
2017
7.43%12.28%
2016
20.64%20.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.37%N/AN/AN/A
20233.41%6.08%-3.98%14.83%
2022-8.64%-14.83%-3.95%8.56%
202113.39%3.42%-0.65%5.77%
2020-32.51%25.47%4.72%26.77%
201913.47%2.78%-2.35%9.12%
20180.00%6.50%2.78%-20.81%
2017-0.68%0.34%4.70%2.95%
2016-1.54%1.67%8.20%11.38%

Rank In Category (By Total Return)

YTD69
1-Month24
3-Month86
1-Year45
3-Year43
5-Year55

Load Adjusted Returns

1-Year22.32%
3-Year1.78%
5-Year9.86%
10-YearN/A