Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) | 2.53% | 10.40% | -0.49% | 6.79% | 3.26% | 5.69% | 4.93% | 5.19% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) | 03/24/2005 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 03/24/2005.
AR inception is since 03/24/2005.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.40 | -0.49 | 6.79 | 3.26 | 5.69 | 4.93 | 5.19 | 2.53 | 2.22 | 11.86 | -25.53 | 25.89 | -5.11 | 23.16 | -4.87 | 13.86 | 3.18 | 0.14 | 14.09 | 6.06 | 29.94 | -7.83 | 18.84 | 35.37 | -45.64 | -8.49 | 34.87 | 22.29 |
| Sharpe Ratio | NA | 0.26 | -0.27 | 0.22 | 0.09 | NA | NA | 0.17 | 0.24 | -0.31 | 0.45 | -1.24 | 2.06 | -0.14 | 2.34 | -0.53 | 1.25 | 0.21 | 0.01 | 1.62 | 0.44 | 2.23 | -0.30 | 0.87 | 0.92 | -0.89 | -0.51 | 2.12 | 1.86 |
| Standard Deviation(%) | NA | 15.85 | 18.13 | 17.85 | 18.27 | NA | NA | 22.37 | 19.96 | 14.04 | 16.99 | 21.72 | 12.58 | 37.68 | 9.31 | 11.72 | 10.63 | 14.37 | 13.18 | 8.67 | 13.62 | 13.50 | 25.93 | 21.62 | 38.52 | 51.94 | 22.46 | 14.96 | 14.73 |
| Draw Down(%) | NA | 17.43 | 26.35 | 33.92 | 42.39 | NA | NA | 71.41 | 12.57 | 11.84 | 19.51 | 33.92 | 7.40 | 42.39 | 4.75 | 10.44 | 5.87 | 12.32 | 12.63 | 7.28 | 15.69 | 9.77 | 25.43 | 14.79 | 36.68 | 61.31 | 22.64 | 9.88 | 10.83 |
| Yield(%) | 0.00 | 2.21 | 1.77 | 2.43 | 3.29 | 4.62 | 5.42 | 5.70 | 0.00 | 2.11 | 1.79 | 1.72 | 3.03 | 1.01 | 7.32 | 3.85 | 7.04 | 4.21 | 2.91 | 4.36 | 4.31 | 7.84 | 3.60 | 3.98 | 8.13 | 1.56 | 33.73 | 13.28 | 1.54 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) |
-23.51%
Feb 2006 - Feb 2009 |
-6.11%
Nov 2006 - Nov 2011 |
1.12%
Jan 2007 - Jan 2017 |
1.79%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) |
31.45%
Feb 2009 - Feb 2012 |
23.46%
Feb 2009 - Feb 2014 |
14.69%
Feb 2009 - Feb 2019 |
10.03%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart