Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACIYX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY ADVISOR CLASS) | NA | -4.14% | -1.26% | 0.95% | 1.53% | NA | NA | … | … |
Data as of 02/15/2017, Common starting date is 09/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACIYX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY ADVISOR CLASS) | 09/02/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.23 | -4.14 | -1.26 | 0.95 | 1.53 | NA | NA | … | … | -7.30 | 1.22 | 0.40 | 2.70 | 6.24 | 5.76 | 0.57 | 4.14 | 13.90 | -13.38 | 4.91 | 6.24 | 4.43 | 4.21 | 3.73 |
| Sharpe Ratio | NA | -0.39 | -0.19 | 0.15 | 0.16 | NA | NA | … | … | -1.88 | 0.25 | 0.09 | 0.84 | 1.62 | 1.43 | 0.07 | 0.68 | 1.68 | -1.30 | 0.36 | 0.77 | 0.72 | 0.90 | 3.41 |
| Standard Deviation(%) | NA | 10.02 | 6.82 | 6.03 | 7.07 | NA | NA | … | … | 24.62 | 4.08 | 4.10 | 3.21 | 3.82 | 4.02 | 7.19 | 5.98 | 8.23 | 10.96 | 5.20 | 3.84 | 3.16 | 3.64 | 3.22 |
| Draw Down(%) | NA | 8.61 | 8.61 | 8.61 | 19.75 | NA | NA | … | … | 8.41 | 3.04 | 3.95 | 2.51 | 4.02 | 3.61 | 6.51 | 5.27 | 7.51 | 18.27 | 3.00 | 3.52 | 2.22 | 3.95 | 1.03 |
| Yield(%) | 0.00 | 8.57 | 5.84 | 4.68 | 3.61 | 3.18 | 2.39 | … | … | 5.67 | 2.80 | 4.97 | 4.93 | 3.52 | 1.77 | 1.91 | 1.76 | 2.66 | 2.46 | 5.71 | 3.50 | 1.59 | 0.64 | 0.13 |
Data as of 02/15/2017, Common starting date is 09/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACIYX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY ADVISOR CLASS) |
-3.00%
Feb 2006 – Feb 2009 |
-0.17%
Feb 2004 – Feb 2009 |
2.42%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACIYX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY ADVISOR CLASS) |
9.08%
Feb 2009 – Feb 2012 |
7.17%
Feb 2009 – Feb 2014 |
3.83%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart