Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABPBX (AB CONSERVATIVE WEALTH STRATEGY CLASS B) | NA | 9.06% | 4.30% | 2.61% | 3.51% | 3.15% | NA | … | … |
Data as of 11/19/2019, Common starting date is 12/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABPBX (AB CONSERVATIVE WEALTH STRATEGY CLASS B) | 12/22/2003 | 11/19/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.06 | 4.30 | 2.61 | 3.51 | 3.15 | NA | … | … | 11.78 | -6.44 | 7.60 | 2.78 | -1.41 | 2.79 | 5.54 | 6.34 | -0.79 | 7.78 | 18.16 | -19.80 | 3.94 | 8.81 | 3.67 | 6.85 | 0.53 |
| Sharpe Ratio | NA | 1.58 | 0.73 | 0.40 | 0.61 | NA | NA | … | … | 2.69 | -1.29 | 2.66 | 0.49 | -0.30 | 0.76 | 1.28 | 1.43 | -0.11 | 1.13 | 1.69 | -1.53 | 0.15 | 1.28 | 0.41 | 1.34 | 15.57 |
| Standard Deviation(%) | NA | 4.81 | 4.53 | 4.73 | 5.19 | NA | NA | … | … | 4.41 | 6.00 | 2.63 | 5.19 | 4.72 | 3.64 | 4.29 | 4.44 | 7.66 | 6.82 | 10.67 | 13.51 | 6.14 | 4.33 | 3.69 | 4.42 | 1.56 |
| Draw Down(%) | NA | 4.41 | 9.32 | 9.32 | 9.32 | NA | NA | … | … | 1.94 | 9.32 | 0.94 | 3.80 | 5.67 | 3.41 | 4.73 | 4.13 | 8.02 | 5.32 | 11.22 | 27.28 | 3.71 | 3.97 | 2.67 | 5.22 | 0.05 |
| Yield(%) | 0.00 | 0.00 | 1.86 | 1.33 | 1.51 | 2.00 | 1.59 | … | … | 0.00 | 0.00 | 5.52 | 0.00 | 1.13 | 0.00 | 2.60 | 1.10 | 1.45 | 1.25 | 2.34 | 3.63 | 3.98 | 3.01 | 1.55 | 1.27 | 0.24 |
Data as of 11/19/2019, Common starting date is 12/22/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABPBX (AB CONSERVATIVE WEALTH STRATEGY CLASS B) |
-6.33%
Feb 2006 – Feb 2009 |
-1.84%
Feb 2004 – Feb 2009 |
2.08%
Nov 2006 – Nov 2016 |
2.94%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABPBX (AB CONSERVATIVE WEALTH STRATEGY CLASS B) |
12.47%
Feb 2009 – Feb 2012 |
9.11%
Feb 2009 – Feb 2014 |
5.41%
Feb 2009 – Feb 2019 |
3.36%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart