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Bernstein Fund, Inc - Small Cap Core Portfolio (SCRZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.59-0.10 (-0.79%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.63%
5-year average return7.40%
Number of years up6
Number of years down2
Best 1-yr total return (4 Jul 2024)24.28%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return24.28%
Worst 3-yr total return3.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSCRZXCategory
YTD0.63%20.19%
1-month-1.70%0.02%
3-month-4.49%4.36%
1-year10.96%60.18%
3-year1.24%11.32%
5-year7.83%13.88%
10-year0.00%11.19%
Last bull market28.68%27.98%
Last bear market-14.83%-24.08%

Annual total return (%) history

Year
SCRZXCategory
2024
N/AN/A
2023
20.95%N/A
2022
-18.87%N/A
2021
23.24%N/A
2020
12.42%10.99%
2019
24.28%23.75%
2018
-13.32%-12.72%
2017
7.43%12.28%
2016
20.64%20.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.37%-4.49%N/AN/A
20233.41%6.08%-3.98%14.83%
2022-8.64%-14.83%-3.95%8.56%
202113.39%3.42%-0.65%5.77%
2020-32.51%25.47%4.72%26.77%
201913.47%2.78%-2.35%9.12%
20180.00%6.50%2.78%-20.81%
2017-0.68%0.34%4.70%2.95%
2016-1.54%1.67%8.20%11.38%

Rank in category (by total return)

YTD73
1-month57
3-month82
1-year40
3-year45
5-year59

Load adjusted returns

1-year10.96%
3-year1.24%
5-year7.83%
10-yearN/A