AB - American Growth Portfolio A Acc has a good performance. For many periods of times, it even beats the S&P 500 Index. But the fund actually tracks the Russell 1000 Growth Index, so it may not be fair to compare AB - American Growth Portfolio A Acc to the S&P 500 Index funds such as IVV, SPY or VOO.
A little more information about AB - American Growth Portfolio A Acc
- Inception date:1997/01/06.
- ISIN:LU0079474960.
- Expense Ratio:1.74%.
Is it worth investing?
In order to find out whether AB - American Growth Portfolio is worth investing, I want to know if it can beat the index, Russell 1000 Growth Index.
Since one the available ETFs that tracks the same index is iShares Russell 1000 Growth ETF, I will comapre the two.
Expense Ratio Comparison
iShares Russell 1000 Growth ETF has an expense ratio of 0.19%. Vanguard Russell 1000 Growth Index Fund's expense ratio has a even lower expense ratio of 0.07%.
Performance Comparison between AB - American Growth Portfolio A Acc with IWF
Comparison date:2022/4/22
- American Growth Portfolio 1 month performance is -3.19%.
- IWF 1 month performance is -2.49%.
- American Growth Portfolio 3 month performance is -1.35%.
- IWF 3 month performance is -3.68%.
- American Growth Portfolio 1 year performance is 3.29%.
- IWF 1 year performance is 3.23%.
- American Growth Portfolio 3 year performance is 16.23%.
- IWF 3 year performance is 20.25%.
- American Growth Portfolio 5 year performance is 16.55%.
- IWF 5 year performance is 19.42%.
IWF has better performance 3 out of 5 times in the above comparisons.
Performace Comparison App
Tax Rate On Dividends: %Start Date:
End Date:
Run 100 Times
| No. | AB Wins | IWF(%) | AB(%) | Diff.(%) |
|---|---|---|---|---|
| Average | 0 | 0 | 0 | 0 |
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