Ab Cap Fund, Inc. - Ab Emerging Markets Multi-asset Portfolio - Class I: (MF: ABIEX)
(NASDAQ Mutual Funds) As of Jul 3, 2025 08:00 PM ET
$9.37 USD
+0.04 (0.43%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 11.64 | 92 |
3 months | 7.87 | 95 |
6 months | 11.64 | 92 |
1 Year | 13.60 | 73 |
3 Year | 13.05 | 58 |
5 Year | 6.81 | 72 |
10 Year | 4.72 | 75 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 13.60 |
5 Year | 6.81 |
10 Year | 4.72 |
Since Inception | 0.02 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 3.49 | 7.87 | NA | NA |
2024 | 5.91 | 6.01 | 4.86 | -2.97 |
2023 | 6.59 | 1.64 | -1.65 | 9.68 |
2022 | -9.26 | -12.74 | -11.67 | 9.73 |
2021 | 3.14 | 4.29 | -5.76 | -2.41 |
2020 | -22.03 | 18.86 | 6.78 | 15.03 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 11.64 | 14.24 | 16.87 | -23.25 | -1.07 | 13.84 | 18.35 | -13.92 | 20.69 | 11.93 | -6.30 |
% Total Return Rel to Index | -8.28 | 9.89 | -1.98 | -6.77 | -18.44 | 8.40 | -0.07 | 2.21 | -1.10 | 13.81 | -3.02 |
% Total Return Rel to Peer | -6.24 | 9.69 | 2.05 | -3.54 | -7.50 | -0.88 | -3.98 | 2.11 | -8.22 | 9.18 | -1.74 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 5.00 | 3.00 | 5.00 | 2.00 | 5.00 | 1.00 | 4.00 |
% Dividends | 0.15 | 0.45 | 0.48 | 0.20 | 0.34 | 0.23 | 0.47 | 0.48 | 0.37 | 0.39 | 0.32 |
% Yield | 1.64 | 5.15 | 5.64 | 2.73 | 3.47 | 2.25 | 5.08 | 5.74 | 3.63 | 4.43 | 3.93 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.99 | 0.99 | 1.01 | 0.99 | 0.99 | 0.98 | 0.99 | 0.98 | 1.28 | 1.35 | 1.35 |
* 1 = Top 20%, 5 = Bottom 20%