Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APWIX (AB CONSERVATIVE WEALTH STRATEGY CLASS I) | 4.00% | 10.92% | 8.35% | 1.01% | 3.45% | 3.44% | 3.60% | … | … |
Data as of 06/04/2026, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APWIX (AB CONSERVATIVE WEALTH STRATEGY CLASS I) | 03/01/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 10.92 | 8.35 | 1.01 | 3.45 | 3.44 | 3.60 | … | … | 4.00 | 6.07 | 5.95 | 14.55 | -22.76 | 7.98 | 4.65 | 14.88 | -5.44 | 8.52 | 3.90 | -0.57 | 3.88 | 6.58 | 7.34 | 0.22 | 8.97 | 19.27 | -18.97 | 4.89 | 9.95 | 4.37 |
| Sharpe Ratio | NA | 0.96 | 0.31 | -0.09 | 0.14 | NA | NA | … | … | 0.61 | 0.27 | -0.07 | 0.41 | -1.27 | 1.18 | 0.29 | 3.11 | -1.14 | 3.02 | 0.71 | -0.13 | 1.07 | 1.53 | 1.66 | 0.03 | 1.30 | 1.82 | -1.47 | 0.31 | 1.53 | 0.80 |
| Standard Deviation(%) | NA | 8.82 | 16.98 | 16.13 | 12.75 | NA | NA | … | … | 10.12 | 12.30 | 8.80 | 25.49 | 19.03 | 6.75 | 15.07 | 4.33 | 5.92 | 2.62 | 5.18 | 4.75 | 3.62 | 4.29 | 4.43 | 7.62 | 6.86 | 10.54 | 13.52 | 6.08 | 4.39 | 3.71 |
| Draw Down(%) | NA | 9.21 | 15.65 | 26.64 | 26.64 | NA | NA | … | … | 7.61 | 14.35 | 5.51 | 14.77 | 25.57 | 3.40 | 21.78 | 1.87 | 8.45 | 0.95 | 3.60 | 5.28 | 3.29 | 4.62 | 3.94 | 7.67 | 5.11 | 10.97 | 26.70 | 3.48 | 3.95 | 3.17 |
| Yield(%) | 0.00 | 1.55 | 1.52 | 1.28 | 2.51 | 2.46 | 2.79 | … | … | 0.00 | 1.55 | 1.56 | 1.23 | 0.00 | 2.93 | 3.70 | 4.10 | 1.06 | 6.43 | 2.83 | 2.27 | 0.77 | 3.19 | 2.08 | 2.45 | 2.21 | 3.40 | 4.56 | 4.92 | 3.92 | 1.98 |
Data as of 06/04/2026, Common starting date is 03/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APWIX (AB CONSERVATIVE WEALTH STRATEGY CLASS I) |
-5.40%
Feb 2006 – Feb 2009 |
-1.12%
Sep 2017 – Sep 2022 |
1.30%
Oct 2013 – Oct 2023 |
1.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APWIX (AB CONSERVATIVE WEALTH STRATEGY CLASS I) |
13.62%
Feb 2009 – Feb 2012 |
10.22%
Feb 2009 – Feb 2014 |
6.45%
Feb 2009 – Feb 2019 |
5.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart