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AB Discovery Value Z (ABSZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.68+0.23 (+1.07%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.36%
5-year average return7.87%
Number of years up7
Number of years down3
Best 1-yr total return (2 May 2024)35.84%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return35.84%
Worst 3-yr total return1.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnABSZXCategory
YTD-0.28%26.79%
1-month-6.84%-1.77%
3-month1.93%4.45%
1-year15.97%71.02%
3-year1.38%9.35%
5-year7.38%12.17%
10-year7.22%9.95%
Last bull market30.15%28.07%
Last bear market-15.36%-24.24%

Annual total return (%) history

Year
ABSZXCategory
2024
N/AN/A
2023
17.08%N/A
2022
-16.13%N/A
2021
35.84%N/A
2020
3.45%4.02%
2019
20.17%21.43%
2018
-14.98%-15.46%
2017
13.08%8.54%
2016
24.79%25.99%
2015
-5.51%-6.71%
2014
9.05%3.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.03%N/AN/AN/A
20232.17%4.60%-4.59%14.83%
2022-5.21%-15.36%-3.95%8.84%
202120.95%4.87%-0.51%7.63%
2020-36.52%20.96%4.30%29.16%
201911.75%2.04%-0.92%6.37%
2018-2.52%5.18%1.47%-18.27%
20171.64%-0.28%5.22%6.04%
20163.99%0.97%7.87%10.16%
20153.18%-1.21%-8.83%1.68%
20142.69%5.51%-6.35%7.48%

Rank in category (by total return)

YTD35
1-month88
3-month45
1-year44
3-year70
5-year57

Load adjusted returns

1-year15.97%
3-year1.38%
5-year7.38%
10-year7.22%