Nasdaq - Delayed Quote USD

AB Small Cap Growth Advisor (QUAYX)

68.52
+0.35
+(0.51%)
At close: 8:02:00 PM EDT

Fund Summary

The fund invests primarily in a diversified portfolio of equities with relatively smaller capitalizations as compared to the overall U.S. market. It invests at least 80% of its net assets in equities of smaller companies. For these purposes, "smaller companies" are those that, at the time of investment, fall within the lowest 20% of the total U.S. equity market capitalization (excluding, for purposes of this calculation, companies with market capitalizations of less than $10 million). The fund may invest in any company and industry and in any type of equity security with potential for capital appreciation.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 53.98%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 9

Performance & Risk

YTD Return -7.26%
5y Average Return 6.91%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
QUAYXCategory AverageQUAYXCategory AverageQUAYXCategory Average
Alpha -10.13 -0.02 -10.28 0.01 -4.28 -0.02
BETA 1.26 0.01 1.21 0.01 1.21 0.01
Mean Annual Return 0.4 0.02 0.69 0.02 0.91 0.01
R-squared 78.07 0.78 68.7 0.73 70.64 0.73
Standard Deviation 23.26 0.26 23.56 0.21 22.15 0.19
Sharpe Ratio 0.01 0.01 0.23 0.01 0.4 0.01
Treynor Ratio -1.96 0.15 2.37 0.17 5.56 0.11

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