Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AREAX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS A) | -1,666,608.05% | -1,792,357.77% | nan% | nan% | nan% | nan% | nan% | nan% |
Data as of 05/02/2025, AR inception is 12/09/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AREAX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS A) | 12/09/1996 | 05/02/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1,626,766.67 | -1,792,357.77 | nan | nan | nan | nan | nan | nan | -1,666,608.05 | 1.89 | 11.42 | -25.84 | 25.56 | -5.52 | 22.67 | -5.10 | 13.44 | 2.81 | -0.23 | 13.68 | 5.73 | 29.27 | -8.06 | 18.32 | 34.98 | -45.95 | -8.83 | 34.46 | 11.61 | 32.68 | 38.57 | 2.89 | 9.87 | 26.58 | -6.70 | -20.21 | 22.89 | 9.66 |
| Sharpe Ratio | NA | 0.24 | -0.29 | 0.20 | 0.07 | NA | NA | 0.25 | 0.23 | -0.33 | 0.43 | -1.26 | 2.04 | -0.15 | 2.30 | -0.55 | 1.22 | 0.18 | -0.02 | 1.56 | 0.42 | 2.20 | -0.31 | 0.84 | 0.91 | -0.90 | -0.53 | 2.09 | 0.61 | 1.79 | 3.19 | 0.12 | 0.73 | 2.08 | -0.99 | -1.45 | 1.96 | 43.91 |
| Standard Deviation(%) | NA | 15.75 | 18.07 | 17.80 | 18.24 | NA | NA | 20.10 | 19.75 | 14.03 | 16.94 | 21.63 | 12.51 | 37.74 | 9.25 | 11.80 | 10.53 | 14.37 | 13.09 | 8.76 | 13.64 | 13.37 | 25.97 | 21.71 | 38.39 | 51.88 | 22.44 | 14.97 | 15.44 | 17.69 | 11.88 | 14.30 | 10.52 | 10.83 | 10.06 | 16.18 | 9.83 | 8.36 |
| Draw Down(%) | NA | 17.49 | 26.44 | 34.14 | 42.42 | NA | NA | 71.63 | 12.63 | 11.87 | 19.72 | 34.14 | 7.41 | 42.42 | 4.73 | 10.55 | 5.79 | 12.41 | 12.71 | 7.33 | 15.73 | 9.83 | 25.48 | 14.85 | 36.66 | 61.48 | 22.86 | 9.91 | 10.92 | 18.42 | 6.48 | 18.00 | 12.07 | 10.08 | 21.96 | 29.29 | 9.42 | 0.36 |
| Yield(%) | 100.01 | 110.24 | 32.42 | 27.27 | 12.86 | 12.95 | 8.94 | 12.58 | 103.10 | 1.84 | 1.38 | 1.22 | 2.66 | 0.66 | 6.92 | 3.52 | 6.66 | 3.83 | 2.54 | 3.98 | 3.85 | 7.48 | 3.14 | 3.48 | 7.56 | 1.21 | 33.27 | 12.86 | 1.29 | 1.70 | 4.51 | 4.46 | 4.71 | 6.28 | 5.62 | 4.49 | 4.41 | 1.17 |
Data as of 05/02/2025, AR inception is 12/09/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AREAX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS A) |
-23.79%
Feb 2006 - Feb 2009 |
-7.45%
Feb 2004 - Feb 2009 |
0.74%
Jan 2007 - Jan 2017 |
1.41%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AREAX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS A) |
32.79%
Mar 2003 - Mar 2006 |
25.32%
Jan 2002 - Jan 2007 |
14.50%
Jan 1997 - Jan 2007 |
10.81%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart