Nasdaq - Delayed Quote USD

AB Core Opportunities Z (ADGZX)

24.15 -0.18 (-0.74%)
At close: 8:00 PM EDT

Fund Summary

The fund invests primarily in the equity securities of U.S. companies that the Adviser believes are attractively valued. The Adviser relies primarily upon the fundamental analysis and research of its dedicated investment team for the fund in conducting research and making investment decisions. The team initially screens a primary research universe of largely U.S. companies for attractive security valuation and business models. Once appropriate candidates have been identified for further analysis, the team conducts fundamental research to better understand the economics of the company's business model.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.34%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 2

Performance & Risk

YTD Return 9.01%
5y Average Return 12.12%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
ADGZXCategory AverageADGZXCategory AverageADGZXCategory Average
Alpha -0.27 -0.02 -0.61 -0.01 0.32 -0.02
BETA 0.94 0.01 0.93 0.01 0.92 0.01
Mean Annual Return 0.96 0.01 1.19 0.01 1.06 0.01
R-squared 95.84 0.95 95.84 0.95 94.73 0.95
Standard Deviation 16.85 0.19 17.54 0.15 14.31 0.14
Sharpe Ratio 0.52 0.01 0.69 0.01 0.79 0.01
Treynor Ratio 8.23 0.16 12.16 0.15 11.87 0.12

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