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AB Core Opportunities A (ADGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.08+0.14 (+0.58%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.72%
5-year average return12.79%
Number of years up20
Number of years down4
Best 1-yr total return (4 July 2024)33.26%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return33.26%
Worst 3-yr total return5.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnADGAXCategory
YTD15.37%5.31%
1-month2.54%-4.19%
3-month2.32%3.90%
1-year25.97%20.31%
3-year8.27%6.48%
5-year12.81%11.78%
10-year11.82%10.96%
Last bull market27.15%25.56%
Last bear market-13.92%-15.11%

Annual total return (%) history

Year
ADGAXCategory
2024
N/AN/A
2023
20.90%22.32%
2022
-15.79%-16.96%
2021
24.40%26.07%
2020
12.99%15.83%
2019
26.90%28.78%
2018
-2.83%-6.27%
2017
22.53%20.44%
2016
7.96%10.37%
2015
5.36%-1.07%
2014
12.53%10.96%
2013
33.26%31.50%
2012
15.63%14.96%
2011
5.04%-1.27%
2010
15.56%14.01%
2009
22.66%28.17%
2008
-38.17%-37.79%
2007
8.73%6.16%
2006
15.34%14.17%
2005
1.20%5.88%
2004
8.86%10.02%
2003
39.53%27.05%
2002
-22.19%-22.25%
2001
6.60%-13.50%
2000
19.49%-6.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.75%2.32%N/AN/A
20234.75%5.71%-2.02%11.44%
2022-7.54%-13.92%-3.21%9.31%
20216.35%8.24%-1.07%9.23%
2020-19.63%18.58%5.19%12.71%
201910.33%3.93%0.93%9.65%
2018-0.94%3.19%8.02%-12.00%
20175.55%3.75%6.02%5.54%
2016-1.07%0.40%4.97%3.54%
20153.09%-0.43%-4.35%7.32%
20140.38%4.06%1.70%5.93%
201310.87%2.06%7.90%9.14%
201212.90%-4.18%8.03%-1.06%
20118.77%1.04%-15.02%12.47%
20105.22%-12.79%14.55%9.93%
2009-7.51%14.38%10.24%5.17%
2008-12.05%-1.12%-7.23%-23.36%
20072.59%5.51%0.98%-0.53%
20062.70%-4.10%8.91%7.54%
2005-1.84%-0.07%-0.60%3.79%
20042.11%-0.14%-3.52%10.65%
20030.79%19.12%4.26%11.47%
20021.61%-12.95%-18.69%8.19%
2001-0.57%15.34%-17.28%12.38%
20006.00%1.10%5.87%5.32%

Rank in category (by total return)

YTD25
1-month59
3-month61
1-year20
3-year52
5-year67

Load adjusted returns

1-year20.61%
3-year6.72%
5-year11.83%
10-year11.34%