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AB Discovery Value C (ABCSX)

17.80 +0.04 (+0.23%)
At close: 8:01 PM EDT

Fund Summary

The fund invests primarily in a diversified portfolio of equity securities of small- to mid-capitalization U.S. companies. Under normal circumstances, it invests at least 80% of its net assets in securities of small- to mid-capitalization companies. For purposes of this policy, small- to mid-capitalization companies are those that, at the time of investment, fall within the capitalization range between the smallest company in the Russell 2500® Value Index and the greater of $5 billion or the market capitalization of the largest company in the Russell 2500® Value Index.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.82%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 6

Performance & Risk

YTD Return 0.56%
5y Average Return 6.48%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
ABCSXCategory AverageABCSXCategory AverageABCSXCategory Average
Alpha -6 -0.12 -6.72 -0.08 -6.62 -0.07
BETA 1.02 0.01 1.16 0.01 1.16 0.01
Mean Annual Return 0.55 0.01 0.94 0.01 0.72 0.01
R-squared 73.13 0.78 75.63 0.72 74.53 0.73
Standard Deviation 20.9 0.28 24.56 0.23 20.27 0.2
Sharpe Ratio 0.18 0 0.37 0.01 0.35 0.01
Treynor Ratio 1.61 0.06 5.48 0.09 4.55 0.08

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