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AB Concentrated Growth Advisor (WPSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.41+0.52 (+0.96%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.22%
5-year average return10.79%
Number of years up23
Number of years down6
Best 1-yr total return (1 May 2024)39.67%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return39.67%
Worst 3-yr total return5.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWPSGXCategory
YTD7.64%12.38%
1-month1.54%5.09%
3-month7.64%10.28%
1-year23.60%41.70%
3-year6.29%22.56%
5-year12.74%21.98%
10-year12.80%15.99%
Last bull market42.26%25.99%
Last bear market-15.95%-17.29%

Annual total return (%) history

Year
WPSGXCategory
2024
N/AN/A
2023
19.70%N/A
2022
-24.61%N/A
2021
31.46%N/A
2020
21.25%35.86%
2019
39.67%31.90%
2018
1.48%-2.09%
2017
23.01%27.67%
2016
5.36%3.23%
2015
1.32%3.60%
2014
13.08%10.00%
2013
36.44%33.92%
2012
15.87%15.34%
2011
0.82%-2.46%
2010
12.61%15.53%
2009
32.65%35.68%
2008
-31.06%-40.67%
2007
-0.02%13.35%
2006
6.85%7.05%
2005
5.49%6.71%
2004
17.73%7.81%
2003
16.84%28.66%
2002
-16.46%-27.64%
2001
-13.06%-22.30%
2000
-2.24%-13.05%
1999
8.76%38.87%
1998
33.30%34.55%
1997
24.69%26.36%
1996
30.69%19.76%
1995
27.70%32.65%
1994
N/A-2.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.64%N/AN/AN/A
20234.24%5.98%-3.98%12.84%
2022-12.71%-15.95%-6.06%9.39%
20216.34%10.00%-0.19%12.60%
2020-19.60%21.51%10.40%12.42%
201918.74%7.32%0.66%8.89%
20181.88%3.23%10.19%-12.42%
20178.55%5.75%3.25%3.78%
2016-2.23%-2.02%8.44%1.43%
20151.59%1.81%-5.65%3.83%
2014-2.31%6.57%1.48%7.03%
201311.79%2.74%6.49%11.54%
201217.10%-7.27%8.58%-1.72%
20110.22%0.71%-9.30%10.12%
20101.83%-12.73%13.19%11.95%
2009-3.18%13.24%11.90%8.12%
2008-5.98%-7.84%-0.12%-20.33%
2007-1.36%2.25%5.07%-5.67%
20060.99%-4.64%4.34%6.33%
2005-4.81%0.69%8.72%1.23%
20041.52%1.83%-1.02%15.06%
2003-2.67%10.15%-0.02%9.02%
20024.01%-11.83%-12.66%4.30%
2001-9.65%-2.74%-11.78%12.14%
20003.91%3.16%-3.48%-5.52%
19995.78%-1.77%-6.05%11.41%
199818.67%2.20%-7.39%18.68%
1997-2.33%16.06%5.15%4.61%
19965.27%9.79%7.93%4.77%
19957.77%9.54%3.93%4.08%
1994-2.71%5.42%2.23%N/A

Rank in category (by total return)

YTD92
1-month77
3-month92
1-year95
3-year73
5-year80

Load adjusted returns

1-year23.60%
3-year6.29%
5-year12.74%
10-year12.80%