Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AB (AllianceBernstein Holding L.P.) 1.08% 1.31% 11.63% 4.60% 14.10% 13.39% 5.12%
Data as of 06/04/2026, Common starting date is 04/14/1988
More Performance Analytics Comparison
Name Start Date End Date
AB (AllianceBernstein Holding L.P.) 04/14/1988 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988
Annualized Return (%) 0.54 1.31 11.63 4.60 14.10 13.39 5.12 1.08 13.36 30.40 -2.29 -23.46 56.27 23.00 19.86 21.04 16.76 6.93 -1.11 30.36 31.18 42.27 -39.43 -12.35 44.01 -70.15 -1.16 50.15 42.77 28.66 15.86 -31.69 0.95 81.79 16.26 29.36 49.53 15.14 24.16 -31.96 50.52 9.81 97.76 9.84 45.24 3.70
Sharpe Ratio NA -0.09 0.35 0.07 0.39 NA NA -0.01 0.39 1.21 -0.22 -0.70 1.99 0.34 0.87 0.77 0.92 0.22 -0.04 1.17 1.03 1.30 -1.13 -0.41 0.65 -0.91 -0.14 1.93 2.23 1.73 0.55 -0.74 -0.04 2.38 0.45 0.72 1.63 0.55 0.66 -1.08 1.57 0.26 2.41 0.13 1.73 0.00
Standard Deviation(%) NA 22.42 25.13 28.26 32.43 NA NA 27.47 27.16 22.19 27.65 35.49 28.26 66.27 21.07 25.65 17.63 30.29 28.65 25.97 30.13 32.81 34.83 30.48 67.26 78.41 31.49 24.38 18.13 16.04 27.68 44.19 38.04 32.54 28.51 35.73 27.91 20.87 30.43 32.30 30.64 27.61 38.76 32.68 22.77 19.38
Draw Down(%) NA 14.68 23.40 45.76 58.08 NA NA 14.22 16.62 9.21 32.68 32.55 19.54 58.08 12.63 23.24 12.40 29.56 30.69 17.03 30.11 26.57 43.36 31.85 53.76 83.40 20.16 19.61 10.16 17.86 21.05 50.12 33.36 18.49 24.81 28.25 18.41 12.99 14.00 36.99 20.00 24.27 16.94 31.39 9.45 14.44
Yield(%) 0.00 8.53 9.11 7.19 12.19 12.68 3.94 4.63 9.36 9.69 7.42 7.27 10.77 9.23 8.51 11.43 8.86 7.40 7.39 8.86 8.84 7.06 6.03 5.32 6.78 4.62 5.85 6.29 6.67 3.45 6.02 4.76 5.94 10.69 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 04/14/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AB (AllianceBernstein Holding L.P.) -38.96%
Feb 2006 – Feb 2009
-27.83%
May 2007 – May 2012
-7.08%
Nov 2001 – Nov 2011
-1.43%
Jan 2001 – Jan 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AB (AllianceBernstein Holding L.P.) 59.75%
Oct 1990 – Oct 1993
41.92%
Aug 1995 – Aug 2000
32.20%
Sep 1990 – Sep 2000
23.14%
Oct 1990 – Oct 2005
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return