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AB Core Opportunities I (ADGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.70-0.08 (-0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.51%
5-year average return13.13%
Number of years up15
Number of years down3
Best 1-yr total return (27 Jun 2024)33.83%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return33.83%
Worst 3-yr total return6.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnADGIXCategory
YTD12.63%5.31%
1-month5.29%-4.19%
3-month3.21%3.90%
1-year30.19%20.31%
3-year8.17%6.48%
5-year13.86%11.78%
10-year11.99%10.96%
Last bull market27.35%25.56%
Last bear market-13.86%-15.11%

Annual total return (%) history

Year
ADGIXCategory
2024
N/AN/A
2023
21.24%22.32%
2022
-15.56%-16.96%
2021
24.74%26.07%
2020
13.38%15.83%
2019
27.24%28.78%
2018
-2.62%-6.27%
2017
22.97%20.44%
2016
8.21%10.37%
2015
5.66%-1.07%
2014
12.87%10.96%
2013
33.83%31.50%
2012
15.93%14.96%
2011
5.43%-1.27%
2010
15.98%14.01%
2009
23.28%28.17%
2008
-37.80%-37.79%
2007
9.06%6.16%
2006
15.91%14.17%
2005
N/A5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.85%N/AN/AN/A
20234.84%5.75%-1.92%11.50%
2022-7.47%-13.86%-3.11%9.34%
20216.41%8.30%-0.98%9.31%
2020-19.53%18.60%5.28%12.85%
201910.49%3.95%0.99%9.70%
2018-0.90%3.30%8.06%-11.97%
20175.63%3.82%6.15%5.62%
2016-0.98%0.44%5.09%3.54%
20153.17%-0.36%-4.29%7.39%
20140.47%4.09%1.81%6.00%
201311.06%2.16%7.95%9.26%
201212.99%-4.12%8.14%-1.05%
20118.87%1.19%-14.93%12.50%
20105.29%-12.62%14.55%10.05%
2009-7.51%14.65%10.45%5.26%
2008-11.94%-1.03%-7.11%-23.17%
20072.58%5.62%1.10%-0.44%
20062.82%-4.02%9.00%7.75%
20050.00%-0.47%3.85%N/A

Rank in category (by total return)

YTD16
1-month15
3-month59
1-year17
3-year49
5-year65

Load adjusted returns

1-year30.19%
3-year8.17%
5-year13.86%
10-year11.99%