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AB Concentrated Growth Z (WPSZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
60.84+0.09 (+0.15%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.05%
5-Year Average Return12.42%
Number of Years Up8
Number of Years Down1
Best 1 Yr Total Return (Oct 15, 2024)39.73%
Worst 1 Yr Total Return (Oct 15, 2024)N/A
Best 3-Yr Total Return39.73%
Worst 3-Yr Total Return5.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWPSZXCategory
YTD13.86%12.38%
1-Month2.47%5.09%
3-Month6.74%10.28%
1-Year28.48%41.70%
3-Year5.00%22.56%
5-Year12.30%21.98%
10-Year12.58%15.99%
Last Bull Market24.64%25.99%
Last Bear Market-15.94%-17.29%

Annual Total Return (%) History

Year
WPSZXCategory
2024
N/AN/A
2023
19.73%N/A
2022
-24.59%N/A
2021
31.50%N/A
2020
21.29%35.86%
2019
39.73%31.90%
2018
1.48%-2.09%
2017
23.02%27.67%
2016
5.44%3.23%
2015
1.32%3.60%
2014
N/A10.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.64%-0.90%6.74%N/A
20234.23%5.99%-3.95%12.84%
2022-12.72%-15.94%-6.07%9.42%
20216.33%10.02%-0.17%12.60%
2020-19.60%21.54%10.40%12.42%
201918.79%7.31%0.66%8.90%
20181.88%3.22%10.21%-12.44%
20178.54%5.75%3.28%3.78%
2016-2.23%-1.98%8.48%1.43%
20151.59%1.81%-5.65%3.83%
20146.61%1.48%7.03%N/A

Rank In Category (By Total Return)

YTD94
1-Month42
3-Month10
1-Year93
3-Year78
5-Year88

Load Adjusted Returns

1-Year28.48%
3-Year5.00%
5-Year12.30%
10-Year12.58%