Canada markets closed

AB Concentrated Growth I (WPSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
54.43+0.52 (+0.96%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.20%
5-Year Average Return10.75%
Number of Years Up8
Number of Years Down1
Best 1 Yr Total Return (May 1, 2024)39.70%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return39.70%
Worst 3-Yr Total Return5.80%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWPSIXCategory
YTD7.62%12.38%
1-Month1.54%5.09%
3-Month7.62%10.28%
1-Year23.53%41.70%
3-Year6.23%22.56%
5-Year12.69%21.98%
10-Year12.80%15.99%
Last Bull Market42.16%25.99%
Last Bear Market-15.96%-17.29%

Annual Total Return (%) History

Year
WPSIXCategory
2024
N/AN/A
2023
19.61%N/A
2022
-24.64%N/A
2021
31.39%N/A
2020
21.21%35.86%
2019
39.70%31.90%
2018
1.51%-2.09%
2017
22.97%27.67%
2016
5.43%3.23%
2015
1.32%3.60%
2014
N/A10.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.62%N/AN/AN/A
20234.21%5.95%-3.98%12.82%
2022-12.73%-15.96%-6.07%9.40%
20216.31%9.99%-0.20%12.60%
2020-19.61%21.53%10.38%12.40%
201918.74%7.33%0.66%8.90%
20181.88%3.25%10.20%-12.43%
20178.53%5.74%3.25%3.78%
2016-2.23%-1.98%8.47%1.43%
20151.62%1.77%-5.61%3.79%
20146.57%1.48%7.11%N/A

Rank In Category (By Total Return)

YTD93
1-Month77
3-Month93
1-Year95
3-Year74
5-Year81

Load Adjusted Returns

1-Year23.53%
3-Year6.23%
5-Year12.69%
10-Year12.80%