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AB Concentrated Growth Z (WPSZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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55.33+0.75 (+1.37%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.63%
5-year average return11.23%
Number of years up8
Number of years down1
Best 1-yr total return (5 May 2024)39.73%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return39.73%
Worst 3-yr total return5.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWPSZXCategory
YTD1.44%12.38%
1-month-5.76%5.09%
3-month1.84%10.28%
1-year16.67%41.70%
3-year1.88%22.56%
5-year10.33%21.98%
10-year11.99%15.99%
Last bull market24.64%25.99%
Last bear market-15.94%-17.29%

Annual total return (%) history

Year
WPSZXCategory
2024
N/AN/A
2023
19.73%N/A
2022
-24.59%N/A
2021
31.50%N/A
2020
21.29%35.86%
2019
39.73%31.90%
2018
1.48%-2.09%
2017
23.02%27.67%
2016
5.44%3.23%
2015
1.32%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.64%N/AN/AN/A
20234.23%5.99%-3.95%12.84%
2022-12.72%-15.94%-6.07%9.42%
20216.33%10.02%-0.17%12.60%
2020-19.60%21.54%10.40%12.42%
201918.79%7.31%0.66%8.90%
20181.88%3.22%10.21%-12.44%
20178.54%5.75%3.28%3.78%
2016-2.23%-1.98%8.48%1.43%
20151.59%1.81%-5.65%3.83%
20146.61%1.48%7.03%N/A

Rank in category (by total return)

YTD96
1-month88
3-month84
1-year95
3-year77
5-year84

Load adjusted returns

1-year16.67%
3-year1.88%
5-year10.33%
10-year11.99%