Nasdaq - Delayed Quote USD
AB Relative Value Z (CBBZX)
6.01
-0.07
(-1.15%)
As of 8:09:10 AM EDT. Market Open.
Fund Summary
The fund invests primarily in the equity securities of U.S. companies that the Adviser believes are trading at attractive valuations that have strong or improving business models. The Adviser monitors the fundamental performance of the fund's investments for signs of future financial success. The Adviser relies heavily upon the fundamental analysis and research of its dedicated investment team for the fund in conducting research and making investment decisions.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.79% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -4.55% |
| 5y Average Return | 14.37% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CBBZX | Category Average | CBBZX | Category Average | CBBZX | Category Average | |
| Alpha | -0.72 | -0.01 | 0.66 | -0.03 | -1.62 | -0.03 |
| BETA | 0.85 | 0.01 | 0.88 | 0.01 | 0.92 | 0.01 |
| Mean Annual Return | 0.72 | 0.01 | 1.44 | 0.01 | 0.88 | 0.01 |
| R-squared | 79.33 | 0.78 | 78.42 | 0.83 | 83.3 | 0.84 |
| Standard Deviation | 16.52 | 0.17 | 16.7 | 0.19 | 15.54 | 0.16 |
| Sharpe Ratio | 0.25 | 0 | 0.87 | 0 | 0.55 | 0.01 |
| Treynor Ratio | 3.44 | 0.04 | 16.39 | 0.07 | 8.43 | 0.08 |
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