Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| APPRX (AB CONSERVATIVE WEALTH STRATEGY CLASS R) | NA | -356,801.34% | nan% | nan% | nan% | nan% | nan% | nan% |
Data as of 06/05/2024, AR inception is 03/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APPRX (AB CONSERVATIVE WEALTH STRATEGY CLASS R) | 03/05/2004 | 06/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -356,801.34 | nan | nan | nan | nan | nan | nan | -330,909.26 | 13.95 | -19.83 | 8.11 | 4.02 | 14.13 | -6.09 | 8.00 | 3.14 | -1.10 | 3.14 | 5.89 | 6.75 | -0.49 | 8.28 | 18.54 | -19.55 | 4.24 | 9.34 | 4.04 | 3.97 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | 1.02 | -1.16 | 1.20 | 0.25 | 2.95 | -1.27 | 2.80 | 0.56 | -0.24 | 0.86 | 1.36 | 1.52 | -0.07 | 1.19 | 1.75 | -1.50 | 0.20 | 1.39 | 0.51 | 0.80 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 9.60 | 18.40 | 6.76 | 15.37 | 4.31 | 5.86 | 2.64 | 5.22 | 4.75 | 3.63 | 4.31 | 4.45 | 7.66 | 6.87 | 10.55 | 13.57 | 6.13 | 4.40 | 3.68 | 4.77 |
| Draw Down(%) | NA | 316,680.91 | 299,719.52 | 299,719.52 | 299,719.52 | NA | NA | 299,719.52 | 316,680.91 | 9.31 | 25.85 | 3.54 | 21.76 | 1.90 | 9.05 | 0.95 | 3.77 | 5.53 | 3.38 | 4.69 | 4.02 | 7.95 | 5.19 | 11.04 | 27.09 | 3.58 | 3.94 | 2.67 | 5.30 |
| Yield(%) | 0.00 | 112.39 | 32.08 | 22.54 | 12.35 | 11.31 | 8.57 | 8.37 | 104.99 | 0.73 | 3.44 | 3.37 | 3.16 | 3.39 | 0.40 | 6.98 | 2.15 | 1.74 | 0.21 | 2.79 | 1.35 | 1.82 | 1.58 | 2.79 | 3.92 | 4.28 | 3.28 | 1.83 | 1.45 |
Data as of 06/05/2024, AR inception is 03/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPRX (AB CONSERVATIVE WEALTH STRATEGY CLASS R) |
-6.00%
Feb 2006 - Feb 2009 |
-1.55%
Sep 2017 - Sep 2022 |
1.00%
Sep 2012 - Sep 2022 |
1.17%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPRX (AB CONSERVATIVE WEALTH STRATEGY CLASS R) |
12.88%
Feb 2009 - Feb 2012 |
9.51%
Feb 2009 - Feb 2014 |
5.79%
Feb 2009 - Feb 2019 |
4.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart