Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) | 7.14% | 10.24% | 2.89% | 5.26% | 4.03% | 6.29% | 5.16% | 6.83% |
Data as of 07/25/2025, AR inception is 12/09/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) | 12/09/1997 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 10.24 | 2.89 | 5.26 | 4.03 | 6.29 | 5.16 | 6.83 | 7.14 | 2.89 | 12.51 | -28.02 | 24.78 | -4.62 | 23.44 | -4.31 | 14.44 | 3.42 | 0.36 | 14.57 | 5.90 | 30.49 | -6.91 | 19.40 | 36.06 | -44.97 | -7.17 | 46.99 | 11.60 | 34.32 | 39.20 | 2.44 | 7.88 | 24.60 | -5.66 | -19.36 | 1.50 |
| Sharpe Ratio | NA | 0.46 | -0.03 | 0.20 | 0.14 | NA | NA | 0.26 | 0.60 | -0.26 | 0.49 | -1.35 | 1.98 | -0.13 | 2.38 | -0.48 | 1.88 | 0.22 | 0.03 | 1.68 | 0.43 | 2.28 | -0.27 | 0.89 | 0.94 | -0.90 | -0.45 | 2.66 | 0.61 | 1.90 | 3.26 | 0.09 | 0.56 | 1.98 | -0.87 | -1.36 | 2.64 |
| Standard Deviation(%) | NA | 15.51 | 17.42 | 16.86 | 18.12 | NA | NA | 20.21 | 16.80 | 14.10 | 16.88 | 21.92 | 12.49 | 37.71 | 9.26 | 11.66 | 7.39 | 14.36 | 13.13 | 8.68 | 13.61 | 13.44 | 25.83 | 21.66 | 38.24 | 50.81 | 22.87 | 16.53 | 15.40 | 17.59 | 11.81 | 14.22 | 10.11 | 10.37 | 10.16 | 16.70 | 9.38 |
| Draw Down(%) | NA | 17.13 | 24.55 | 34.42 | 42.30 | NA | NA | 70.35 | 12.54 | 11.69 | 19.19 | 33.83 | 7.42 | 42.30 | 4.72 | 10.31 | 4.34 | 12.18 | 12.41 | 7.23 | 15.71 | 9.88 | 24.86 | 14.78 | 36.15 | 60.52 | 21.70 | 9.81 | 10.82 | 18.24 | 6.31 | 18.24 | 11.61 | 9.73 | 21.43 | 28.40 | 2.00 |
| Yield(%) | 0.00 | 2.54 | 2.33 | 2.74 | 3.99 | 5.46 | 5.39 | 7.12 | 0.11 | 2.99 | 3.62 | 1.58 | 3.72 | 1.45 | 9.89 | 4.32 | 6.04 | 5.19 | 3.31 | 4.45 | 6.08 | 7.76 | 2.63 | 7.05 | 8.24 | 2.01 | 25.15 | 20.25 | 9.23 | 4.10 | 5.29 | 5.16 | 5.32 | 6.88 | 6.19 | 4.55 | 0.50 |
Data as of 07/25/2025, AR inception is 12/09/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) |
-20.37%
Feb 2006 - Feb 2009 |
-5.03%
Dec 2006 - Dec 2011 |
1.73%
Jan 2007 - Jan 2017 |
2.19%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) |
33.55%
Apr 2004 - Apr 2007 |
27.86%
Jan 2002 - Jan 2007 |
15.10%
Feb 2009 - Feb 2019 |
11.92%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart