Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABPYX (AB CONSERVATIVE WEALTH STRATEGY ADVISOR CLASS) | 5.00% | 5.72% | 5.98% | 2.87% | 2.97% | 3.66% | 3.59% | 3.88% |
Data as of 07/25/2025, AR inception is 12/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABPYX (AB CONSERVATIVE WEALTH STRATEGY ADVISOR CLASS) | 12/22/2003 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 5.72 | 5.98 | 2.87 | 2.97 | 3.66 | 3.59 | 3.88 | 5.00 | 5.94 | 14.47 | -22.74 | 8.01 | 4.62 | 14.94 | -5.47 | 8.64 | 3.88 | -0.46 | 3.89 | 6.58 | 7.46 | 0.17 | 8.98 | 19.38 | -19.03 | 5.01 | 9.98 | 4.63 | 7.54 | 0.48 |
| Sharpe Ratio | NA | 0.02 | 0.28 | 0.07 | 0.13 | NA | NA | 0.30 | 0.30 | -0.07 | 1.07 | -1.27 | 1.20 | 0.29 | 3.10 | -1.15 | 3.12 | 0.70 | -0.10 | 1.08 | 1.51 | 1.67 | 0.02 | 1.28 | 1.82 | -1.47 | 0.33 | 1.55 | 0.67 | 1.44 | 8.29 |
| Standard Deviation(%) | NA | 12.61 | 12.78 | 12.00 | 10.13 | NA | NA | 8.57 | 15.03 | 8.80 | 9.64 | 19.01 | 6.67 | 15.06 | 4.37 | 5.91 | 2.58 | 5.23 | 4.74 | 3.57 | 4.34 | 4.46 | 7.63 | 6.94 | 10.61 | 13.55 | 6.15 | 4.35 | 3.69 | 4.59 | 2.63 |
| Draw Down(%) | NA | 15.63 | 15.63 | 26.58 | 26.58 | NA | NA | 28.37 | 14.38 | 5.50 | 9.11 | 25.50 | 3.37 | 21.78 | 1.81 | 8.52 | 0.86 | 3.67 | 5.27 | 3.28 | 4.61 | 3.93 | 7.72 | 5.10 | 11.05 | 26.75 | 3.45 | 3.86 | 2.64 | 5.30 | 0.19 |
| Yield(%) | 0.00 | 1.50 | 0.96 | 1.92 | 2.68 | 2.77 | 2.98 | 3.18 | 0.00 | 1.58 | 1.29 | 0.00 | 2.98 | 3.74 | 4.12 | 1.01 | 7.94 | 2.81 | 2.29 | 0.78 | 3.20 | 2.11 | 2.48 | 2.24 | 3.42 | 4.55 | 4.95 | 3.95 | 2.48 | 1.77 | 0.38 |
Data as of 07/25/2025, AR inception is 12/22/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABPYX (AB CONSERVATIVE WEALTH STRATEGY ADVISOR CLASS) |
-5.34%
Feb 2006 - Feb 2009 |
-1.09%
Sep 2017 - Sep 2022 |
1.33%
Oct 2013 - Oct 2023 |
1.78%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABPYX (AB CONSERVATIVE WEALTH STRATEGY ADVISOR CLASS) |
13.63%
Feb 2009 - Feb 2012 |
10.23%
Feb 2009 - Feb 2014 |
6.48%
Feb 2009 - Feb 2019 |
5.02%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart