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AB Core Opportunities R (ADGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.850.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.09%
5-year average return12.76%
Number of years up17
Number of years down3
Best 1-yr total return (19 May 2024)33.09%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return33.09%
Worst 3-yr total return5.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnADGRXCategory
YTD6.78%5.31%
1-month-5.28%-4.19%
3-month4.19%3.90%
1-year21.23%20.31%
3-year6.17%6.48%
5-year10.89%11.78%
10-year11.10%10.96%
Last bull market27.06%25.56%
Last bear market-13.97%-15.11%

Annual total return (%) history

Year
ADGRXCategory
2024
N/AN/A
2023
20.55%22.32%
2022
-15.98%-16.96%
2021
24.00%26.07%
2020
12.68%15.83%
2019
26.49%28.78%
2018
-3.10%-6.27%
2017
22.26%20.44%
2016
7.63%10.37%
2015
5.14%-1.07%
2014
12.29%10.96%
2013
33.09%31.50%
2012
15.41%14.96%
2011
4.74%-1.27%
2010
15.50%14.01%
2009
22.46%28.17%
2008
-38.26%-37.79%
2007
8.46%6.16%
2006
15.11%14.17%
2005
1.00%5.88%
2004
8.64%10.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.73%N/AN/AN/A
20234.70%5.57%-2.04%11.35%
2022-7.60%-13.97%-3.28%9.28%
20216.25%8.17%-1.12%9.12%
2020-19.68%18.47%5.14%12.62%
201910.25%3.86%0.81%9.58%
2018-1.02%3.14%7.90%-12.03%
20175.48%3.70%5.99%5.46%
2016-1.09%0.29%4.93%3.41%
20153.04%-0.49%-4.45%7.31%
20140.33%3.97%1.67%5.88%
201310.89%1.96%7.89%9.10%
201212.90%-4.23%7.98%-1.15%
20118.68%1.05%-15.10%12.32%
20105.27%-12.80%14.46%9.93%
2009-7.57%14.36%10.33%5.00%
2008-12.06%-1.22%-7.21%-23.41%
20072.47%5.41%0.99%-0.57%
20062.63%-4.18%8.87%7.52%
2005-1.91%-0.13%-0.67%3.80%
20042.04%-0.21%-3.53%10.59%

Rank in category (by total return)

YTD23
1-month90
3-month44
1-year55
3-year65
5-year72

Load adjusted returns

1-year21.23%
3-year6.17%
5-year10.89%
10-year11.10%