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Nasdaq - Delayed Quote USD

AB Core Opportunities Z (ADGZX)

21.89
-1.34
(-5.77%)
At close: April 4 at 8:00:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.49%
5y Average Return 16.31%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 3, 2025) 27.34%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 27.34%
Worst 3Y Total Return 6.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ADGZX
Category
YTD
-3.90%
5.31%
1-Month
-5.56%
-4.19%
3-Month
-3.90%
3.90%
1-Year
4.72%
20.31%
3-Year
9.37%
6.48%
5-Year
16.31%
11.78%
10-Year
11.24%
10.96%
Last Bull Market
19.01%
25.56%
Last Bear Market
-13.82%
-15.11%

Annual Total Return (%) History

Year
ADGZX
Category
2025
--
--
2024
22.99%
--
2023
21.18%
22.32%
2022
-15.49%
-16.96%
2021
24.78%
26.07%
2020
13.40%
15.83%
2019
27.34%
28.78%
2018
-2.54%
-6.27%

2017
23.05%
20.44%
2016
8.29%
10.37%
2015
5.71%
-1.07%
2014
12.81%
10.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.90% -- -- --
2024 12.86% 2.38% 4.19% 2.16%
2023 4.82% 5.73% -1.92% 11.48%
2022 -7.49% -13.82% -3.10% 9.40%
2021 6.40% 8.37% -1.01% 9.33%
2020 -19.53% 18.61% 5.31% 12.82%
2019 10.46% 3.99% 1.03% 9.72%
2018 -0.90% 3.30% 8.09% -11.92%
2017 5.68% 3.82% 6.14% 5.67%
2016 -0.92% 0.44% 5.03% 3.61%

2015 3.17% -0.36% -4.24% 7.39%
2014 0.42% 4.14% 1.76% 6.00%

Rank in Category (By Total Return)

YTD 41
1-Month 43
3-Month 41
1-Year 69
3-Year 19
5-Year 73

Load Adjusted Returns

1-Year 4.72%
3-Year 9.37%
5-Year 16.31%
10-Year 11.24%

Performance & Risk

YTD Return -7.49%
5y Average Return 16.31%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family AllianceBernstein
Net Assets 168.71M
YTD Return -3.90%
Yield 0.25%
Morningstar Rating
Inception Date Dec 22, 1999

Fund Summary

The fund invests primarily in the equity securities of U.S. companies that the Adviser believes are attractively valued. The Adviser relies primarily upon the fundamental analysis and research of its dedicated investment team for the fund in conducting research and making investment decisions. The team initially screens a primary research universe of largely U.S. companies for attractive security valuation and business models. Once appropriate candidates have been identified for further analysis, the team conducts fundamental research to better understand the economics of the company's business model.

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