AB Discovery Growth Fund (CHCLX)
The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities with relatively smaller capitalizations as compared to the overall U.S. market. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of small- and mid-capitalization companies. For these purposes, "small- and mid-capitalization companies" are generally those companies that, at the time of investment, fall within the lowest 25% of the total U.S. equity market capitalization (excluding, for purposes of this calculation, companies with market capitalizations of less than $10 million).
Fund Info
US0186361004
018636100
Jul 7, 1938
$2,500
Mid-Cap
Growth
Expense Ratio
CHCLX has an expense ratio of 0.91%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
AB Discovery Growth Fund (CHCLX) returned -6.21% year-to-date (YTD) and 2.04% over the past 12 months. Over the past 10 years, CHCLX returned 1.36% annually, underperforming the S&P 500 benchmark at 10.69%.
CHCLX
-6.21%
13.59%
-12.32%
2.04%
0.94%
1.36%
^GSPC (Benchmark)
-0.64%
8.97%
-2.62%
11.90%
15.76%
10.69%
Monthly Returns
The table below presents the monthly returns of CHCLX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.87% | -8.76% | -9.77% | 0.39% | 7.19% | -6.21% | |||||||
| 2024 | -1.50% | 12.46% | 1.89% | -7.25% | 2.57% | -0.19% | 1.96% | 2.65% | 3.65% | -1.29% | 10.78% | -7.69% | 17.37% |
| 2023 | 9.48% | -1.30% | -0.66% | -1.77% | -0.34% | 8.12% | 2.40% | -2.14% | -6.97% | -7.38% | 10.99% | 9.03% | 18.72% |
| 2022 | -16.28% | -1.27% | -1.01% | -12.58% | -5.29% | -8.38% | 13.17% | -2.80% | -9.53% | 6.00% | 3.82% | -6.01% | -36.11% |
| 2021 | 2.00% | 3.22% | -3.53% | 4.43% | -4.58% | 5.86% | 0.67% | 3.18% | -3.21% | 6.30% | -3.81% | -14.33% | -5.64% |
| 2020 | 1.98% | -3.79% | -14.59% | 15.73% | 13.20% | 3.95% | 5.12% | 4.40% | -0.30% | 1.43% | 13.68% | -8.44% | 31.83% |
| 2019 | 14.14% | 7.35% | -0.56% | 4.53% | -6.68% | 7.93% | 2.15% | -4.56% | -5.24% | 1.75% | 8.39% | -6.60% | 22.07% |
| 2018 | 5.80% | -1.31% | 1.32% | -0.17% | 8.02% | 0.32% | -0.16% | 9.35% | -1.33% | -13.89% | 1.30% | -25.51% | -19.89% |
| 2017 | 3.42% | 3.53% | 1.81% | 3.46% | 0.40% | 1.41% | 0.99% | 0.59% | 4.31% | 2.53% | 4.12% | -4.57% | 23.97% |
| 2016 | -10.89% | -0.13% | 6.99% | 1.13% | 2.36% | -1.46% | 5.67% | 0.35% | -0.35% | -3.85% | 7.27% | -1.02% | 4.78% |
| 2015 | -2.35% | 7.90% | 0.42% | -0.85% | 3.52% | 0.21% | 0.41% | -6.55% | -6.68% | 5.16% | 3.24% | -9.62% | -6.49% |
| 2014 | -0.32% | 6.08% | -4.73% | -5.91% | 1.35% | 6.20% | -4.80% | 4.93% | -3.24% | 3.02% | 1.57% | -7.84% | -4.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CHCLX is 29, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AB Discovery Growth Fund (CHCLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
AB Discovery Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $2.32 | $2.12 | $0.71 | $1.77 | $0.73 | $0.00 | $0.51 | $0.71 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 17.54% | 15.15% | 6.68% | 20.33% | 6.74% | 0.00% | 6.08% | 7.90% |
Monthly Dividends
The table displays the monthly dividend distributions for AB Discovery Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.32 | $2.32 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.12 | $2.12 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $0.71 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.77 | $1.77 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.73 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 |
| 2014 | $0.71 | $0.71 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the AB Discovery Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AB Discovery Growth Fund was 75.96%, occurring on Nov 20, 2008. Recovery took 1252 trading sessions.
The current AB Discovery Growth Fund drawdown is 33.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.96% | Oct 8, 1997 | 2812 | Nov 20, 2008 | 1252 | Nov 13, 2013 | 4064 |
| -53.2% | Nov 17, 2021 | 146 | Jun 16, 2022 | — | — | — |
| -49.17% | Jul 7, 1986 | 403 | Jan 20, 1988 | 2531 | Oct 2, 1997 | 2934 |
| -44.68% | Sep 17, 2018 | 378 | Mar 18, 2020 | 141 | Oct 7, 2020 | 519 |
| -32.8% | Mar 5, 2014 | 487 | Feb 8, 2016 | 332 | Jun 2, 2017 | 819 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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