Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| APWKX (AB CONSERVATIVE WEALTH STRATEGY CLASS K) | NA | 743,479.05% | 1,759.38% | 497.21% | 147.42% | 87.37% | NA | 64.55% |
Data as of 06/05/2024, AR inception is 03/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APWKX (AB CONSERVATIVE WEALTH STRATEGY CLASS K) | 03/28/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 743,479.05 | 1,759.38 | 497.21 | 147.42 | 87.37 | NA | 64.55 | 677,946.13 | 15.97 | -19.65 | 8.46 | 4.31 | 14.42 | -5.77 | 8.28 | 3.52 | -0.77 | 3.50 | 6.23 | 7.03 | -0.07 | 8.53 | 18.94 | -19.27 | 4.71 | 9.51 | 6.87 |
| Sharpe Ratio | NA | 846.91 | 3.46 | 1.26 | 0.53 | NA | NA | 0.31 | 64,892,603.03 | 1.21 | -1.14 | 1.25 | 0.26 | 3.02 | -1.20 | 2.93 | 0.63 | -0.17 | 0.96 | 1.44 | 1.58 | -0.01 | 1.23 | 1.78 | -1.49 | 0.29 | 1.43 | 1.91 |
| Standard Deviation(%) | NA | 877.86 | 507.34 | 392.94 | 277.93 | NA | NA | 200.59 | 1,340.94 | 9.80 | 18.46 | 6.77 | 15.39 | 4.31 | 5.93 | 2.62 | 5.23 | 4.65 | 3.63 | 4.32 | 4.44 | 7.61 | 6.86 | 10.57 | 13.47 | 6.03 | 4.39 | 3.51 |
| Draw Down(%) | NA | 9.17 | 26.29 | 26.29 | 26.29 | NA | NA | 28.73 | 5.52 | 9.17 | 25.73 | 3.46 | 21.75 | 1.90 | 8.74 | 0.95 | 3.69 | 5.45 | 3.30 | 4.63 | 4.03 | 7.82 | 5.21 | 11.07 | 26.84 | 3.55 | 3.95 | 2.24 |
| Yield(%) | 0.00 | 114.43 | 32.77 | 23.13 | 12.80 | 11.82 | 8.71 | 9.17 | 105.09 | 0.76 | 3.43 | 3.56 | 3.05 | 3.74 | 0.67 | 7.50 | 2.44 | 2.07 | 0.47 | 3.02 | 1.78 | 2.16 | 1.89 | 3.10 | 4.31 | 4.58 | 3.68 | 1.80 |
Data as of 06/05/2024, AR inception is 03/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APWKX (AB CONSERVATIVE WEALTH STRATEGY CLASS K) |
-5.67%
Feb 2006 - Feb 2009 |
-1.27%
Sep 2017 - Sep 2022 |
1.31%
Sep 2012 - Sep 2022 |
1.49%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APWKX (AB CONSERVATIVE WEALTH STRATEGY CLASS K) |
1,763.51%
May 2021 - May 2024 |
498.09%
May 2019 - May 2024 |
147.46%
May 2014 - May 2024 |
87.37%
May 2009 - May 2024 |
Annualized Rolling Returns Comparison Chart