Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACIAX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY CLASS A) | NA | 4.17% | 1.34% | 2.42% | 2.11% | 2.92% | 3.57% | … | … |
Data as of 02/15/2017, Common starting date is 06/29/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACIAX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY CLASS A) | 06/29/1992 | 02/15/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.17 | 1.34 | 2.42 | 2.11 | 2.92 | 3.57 | … | … | 1.01 | 0.93 | 0.18 | 2.41 | 5.82 | 5.54 | 0.24 | 3.74 | 13.57 | -13.56 | 4.59 | 5.93 | 4.15 | 3.88 | 7.24 | 0.24 | -4.08 | 5.32 | 4.61 | 14.08 | 11.66 | 4.66 | 18.85 | -5.06 | 7.87 | 4.40 |
| Sharpe Ratio | NA | 1.30 | 0.35 | 0.61 | 0.28 | NA | NA | … | … | 5.25 | 0.18 | 0.04 | 0.74 | 1.50 | 1.37 | 0.03 | 0.61 | 1.64 | -1.32 | 0.31 | 0.71 | 0.62 | 0.81 | 1.12 | -0.14 | -0.85 | 0.31 | 0.31 | 1.77 | -7.35 | 0.19 | 2.99 | -1.46 | 0.44 | 1.51 |
| Standard Deviation(%) | NA | 3.49 | 3.72 | 3.82 | 6.13 | NA | NA | … | … | 1.56 | 4.01 | 4.11 | 3.23 | 3.85 | 4.04 | 7.13 | 5.96 | 8.20 | 10.95 | 5.10 | 3.74 | 3.19 | 3.63 | 5.85 | 6.15 | 7.68 | 4.09 | 4.46 | 6.08 | 5.90 | 6.12 | 5.02 | 5.50 | 13.24 | 4.41 |
| Draw Down(%) | NA | 2.34 | 5.05 | 5.05 | 20.08 | NA | NA | … | … | 0.20 | 3.05 | 4.05 | 2.61 | 4.11 | 3.71 | 6.58 | 5.26 | 7.53 | 18.43 | 3.01 | 3.61 | 2.19 | 4.05 | 6.33 | 5.77 | 10.57 | 2.95 | 2.66 | 6.39 | 3.92 | 4.20 | 2.27 | 7.23 | 10.35 | 2.39 |
| Yield(%) | 0.00 | 8.40 | 5.62 | 4.42 | 3.36 | 3.15 | 4.07 | … | … | 5.69 | 2.61 | 4.68 | 4.73 | 3.28 | 1.38 | 1.68 | 1.47 | 2.34 | 2.20 | 5.40 | 3.20 | 1.31 | 0.50 | 0.10 | 2.86 | 2.54 | 7.94 | 8.97 | 9.56 | 11.33 | 4.01 | 5.52 | 4.15 | 2.83 | 2.72 |
Data as of 02/15/2017, Common starting date is 06/29/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACIAX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY CLASS A) |
-3.30%
Feb 2006 – Feb 2009 |
-0.43%
Feb 2004 – Feb 2009 |
1.23%
Feb 1999 – Feb 2009 |
2.37%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACIAX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY CLASS A) |
12.08%
Mar 1995 – Mar 1998 |
10.64%
Dec 1994 – Dec 1999 |
6.46%
Dec 1994 – Dec 2004 |
5.58%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart