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AB Small Cap Growth R (QUARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.90+0.09 (+0.17%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.05%
5-year average return5.35%
Number of years up13
Number of years down5
Best 1-yr total return (2 July 2024)53.00%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return53.00%
Worst 3-yr total return-8.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQUARXCategory
YTD6.32%12.40%
1-month-0.23%3.37%
3-month-3.60%4.88%
1-year7.63%55.69%
3-year-8.49%19.34%
5-year5.61%20.72%
10-year8.58%13.98%
Last bull market34.14%27.85%
Last bear market-22.84%-24.06%

Annual total return (%) history

Year
QUARXCategory
2024
N/AN/A
2023
17.42%N/A
2022
-39.26%N/A
2021
8.92%N/A
2020
53.00%38.62%
2019
35.26%27.68%
2018
-1.32%-5.76%
2017
34.09%21.50%
2016
6.13%11.20%
2015
-1.55%-2.41%
2014
-2.04%2.44%
2013
44.80%40.91%
2012
14.66%13.15%
2011
3.86%-3.55%
2010
36.89%26.98%
2009
41.95%35.46%
2008
-45.15%-41.55%
2007
13.86%7.59%
2006
10.54%10.81%
2005
N/A6.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.28%-3.60%N/AN/A
20239.72%5.71%-8.22%10.31%
2022-20.95%-22.84%-3.26%2.93%
20212.89%4.73%-0.53%1.62%
2020-19.29%36.86%9.52%26.47%
201921.68%6.91%-7.49%12.39%
20185.05%11.21%8.95%-22.47%
20179.56%5.97%7.54%7.39%
2016-8.07%4.84%7.45%2.47%
20155.72%4.23%-15.08%5.21%
20141.15%0.47%-6.36%2.95%
201310.70%5.16%14.56%8.58%
201216.99%-4.82%4.88%-1.82%
201113.22%-0.19%-21.07%16.45%
201010.50%-10.18%17.14%17.75%
2009-3.02%21.17%15.21%4.85%
2008-17.49%4.88%-10.99%-28.78%
20073.99%7.64%4.09%-2.28%
200615.93%-9.44%-4.09%9.78%
20053.23%6.04%3.33%N/A

Rank in category (by total return)

YTD33
1-month50
3-month66
1-year62
3-year79
5-year77

Load adjusted returns

1-year7.63%
3-year-8.49%
5-year5.61%
10-year8.58%