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AB Relative Value R (CBBRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.58-0.02 (-0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.37%
5-year average return10.92%
Number of years up17
Number of years down3
Best 1-yr total return (19 May 2024)33.94%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return33.94%
Worst 3-yr total return5.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBBRXCategory
YTD4.82%4.44%
1-month-4.54%-4.04%
3-month3.44%4.09%
1-year15.17%14.37%
3-year6.61%6.04%
5-year9.40%9.20%
10-year9.12%8.57%
Last bull market22.75%22.97%
Last bear market-11.34%-11.27%

Annual total return (%) history

Year
CBBRXCategory
2024
N/AN/A
2023
11.21%11.63%
2022
-4.67%-5.90%
2021
27.26%26.22%
2020
2.54%2.91%
2019
22.79%25.04%
2018
-6.03%-8.53%
2017
18.29%15.94%
2016
10.88%14.81%
2015
1.08%-4.05%
2014
8.53%10.21%
2013
33.94%31.21%
2012
17.32%14.57%
2011
5.43%-0.75%
2010
12.82%13.66%
2009
21.06%24.13%
2008
-41.16%-37.09%
2007
5.10%1.42%
2006
16.76%18.15%
2005
3.47%5.95%
2004
11.66%12.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.80%N/AN/AN/A
20230.17%3.11%-0.50%8.21%
2022-1.08%-11.34%-4.20%13.46%
202112.26%6.33%-0.74%7.42%
2020-26.53%14.00%3.88%17.86%
201910.00%3.48%0.93%6.87%
2018-1.39%0.53%8.08%-12.30%
20172.93%2.49%5.73%6.05%
2016-0.19%1.14%3.20%6.42%
20150.74%-0.55%-5.52%6.79%
20140.95%2.63%-0.18%4.95%
201310.35%5.03%5.23%9.81%
201212.65%-3.39%6.76%0.98%
20118.28%1.13%-14.57%12.69%
20104.81%-12.13%12.31%9.07%
2009-8.64%13.96%11.07%4.69%
2008-14.25%-3.60%-10.63%-20.34%
20071.13%5.16%1.49%-2.63%
20063.40%-2.28%7.77%7.22%
2005-1.66%0.82%1.62%2.70%
20044.09%-0.91%-0.34%8.64%

Rank in category (by total return)

YTD44
1-month71
3-month66
1-year44
3-year40
5-year45

Load adjusted returns

1-year15.17%
3-year6.61%
5-year9.40%
10-year9.12%