Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACIBX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY CLASS B) | NA | 3.33% | 0.60% | 1.66% | 1.38% | 2.22% | 2.87% | … | … |
Data as of 02/15/2017, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACIBX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY CLASS B) | 06/21/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.33 | 0.60 | 1.66 | 1.38 | 2.22 | 2.87 | … | … | 0.78 | 0.25 | -0.58 | 1.70 | 5.11 | 4.76 | -0.45 | 3.08 | 12.70 | -14.20 | 3.90 | 5.21 | 3.32 | 3.40 | 6.89 | -0.43 | -4.85 | 4.70 | 3.85 | 13.34 | 10.92 | 6.62 |
| Sharpe Ratio | NA | 1.03 | 0.14 | 0.42 | 0.16 | NA | NA | … | … | 3.75 | 0.01 | -0.15 | 0.53 | 1.32 | 1.17 | -0.07 | 0.50 | 1.54 | -1.38 | 0.17 | 0.51 | 0.36 | 0.67 | 1.06 | -0.25 | -0.94 | 0.16 | 0.14 | 1.65 | -7.46 | 1.74 |
| Standard Deviation(%) | NA | 3.47 | 3.70 | 3.82 | 6.14 | NA | NA | … | … | 1.65 | 3.98 | 4.13 | 3.20 | 3.86 | 4.04 | 7.25 | 6.04 | 8.20 | 10.90 | 5.13 | 3.76 | 3.16 | 3.64 | 5.85 | 6.12 | 7.77 | 4.07 | 4.53 | 6.07 | 5.92 | 5.43 |
| Draw Down(%) | NA | 2.62 | 5.62 | 5.62 | 20.76 | NA | NA | … | … | 0.38 | 3.12 | 4.36 | 2.62 | 4.12 | 3.77 | 6.87 | 5.47 | 7.54 | 18.66 | 3.10 | 3.62 | 2.22 | 4.14 | 6.26 | 6.18 | 10.98 | 2.97 | 2.77 | 6.57 | 4.01 | 2.73 |
| Yield(%) | 0.00 | 6.89 | 4.50 | 3.38 | 2.51 | 2.29 | 3.31 | … | … | 5.46 | 1.32 | 3.28 | 4.04 | 2.58 | 0.28 | 1.05 | 0.71 | 1.52 | 1.48 | 4.53 | 2.40 | 0.56 | 0.10 | 0.03 | 2.04 | 1.81 | 7.10 | 8.14 | 8.62 | 10.33 | 4.58 |
Data as of 02/15/2017, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACIBX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY CLASS B) |
-3.99%
Feb 2006 – Feb 2009 |
-1.11%
Feb 2004 – Feb 2009 |
0.56%
Feb 1999 – Feb 2009 |
1.68%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACIBX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY CLASS B) |
10.77%
Jul 1996 – Jul 1999 |
7.52%
Jul 1996 – Jul 2001 |
4.88%
Aug 1996 – Aug 2006 |
3.82%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart