Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABPCX (AB CONSERVATIVE WEALTH STRATEGY CLASS C) | 3.53% | 9.78% | 7.22% | -0.05% | 2.40% | 2.40% | 2.56% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABPCX (AB CONSERVATIVE WEALTH STRATEGY CLASS C) | 12/22/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 9.78 | 7.22 | -0.05 | 2.40 | 2.40 | 2.56 | … | … | 3.53 | 6.36 | 4.84 | 13.33 | -23.60 | 6.83 | 3.62 | 13.73 | -6.43 | 7.60 | 2.82 | -1.44 | 2.79 | 5.56 | 6.36 | -0.77 | 7.88 | 18.17 | -19.89 | 4.03 | 8.82 | 3.58 | 6.85 | 0.53 |
| Sharpe Ratio | NA | 0.84 | 0.41 | -0.21 | 0.07 | NA | NA | … | … | 0.51 | 0.29 | -0.20 | 0.95 | -1.32 | 1.01 | 0.22 | 2.80 | -1.31 | 2.68 | 0.50 | -0.31 | 0.76 | 1.28 | 1.43 | -0.11 | 1.14 | 1.71 | -1.53 | 0.17 | 1.25 | 0.38 | 1.33 | 11.13 |
| Standard Deviation(%) | NA | 8.88 | 10.24 | 12.24 | 10.38 | NA | NA | … | … | 10.16 | 12.33 | 8.78 | 9.60 | 19.06 | 6.74 | 15.15 | 4.40 | 5.93 | 2.61 | 5.24 | 4.71 | 3.64 | 4.30 | 4.44 | 7.64 | 6.85 | 10.55 | 13.55 | 6.09 | 4.44 | 3.73 | 4.45 | 2.19 |
| Draw Down(%) | NA | 9.58 | 16.05 | 27.44 | 27.44 | NA | NA | … | … | 7.82 | 14.57 | 5.66 | 9.44 | 26.14 | 3.62 | 21.81 | 1.91 | 9.38 | 0.96 | 3.73 | 5.67 | 3.41 | 4.73 | 4.13 | 8.01 | 5.23 | 11.22 | 27.37 | 3.63 | 3.97 | 2.76 | 5.22 | 0.14 |
| Yield(%) | 0.00 | 0.23 | 0.12 | 0.39 | 1.50 | 1.47 | 1.82 | … | … | 0.00 | 0.23 | 0.09 | 0.00 | 0.00 | 1.79 | 2.61 | 2.88 | 0.00 | 5.73 | 1.72 | 1.59 | 0.00 | 2.62 | 1.12 | 1.47 | 1.25 | 2.35 | 3.63 | 3.99 | 3.01 | 1.55 | 1.27 | 0.24 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ABPCX (AB CONSERVATIVE WEALTH STRATEGY CLASS C) |
-6.30%
Feb 2006 – Feb 2009 |
-2.11%
Sep 2017 – Sep 2022 |
0.30%
Oct 2013 – Oct 2023 |
0.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABPCX (AB CONSERVATIVE WEALTH STRATEGY CLASS C) |
12.47%
Feb 2009 – Feb 2012 |
9.12%
Feb 2009 – Feb 2014 |
5.42%
Feb 2009 – Feb 2019 |
3.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart