Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATWAX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY CLASS A) | 11.37% | 28.30% | 20.69% | 8.96% | 10.73% | 9.20% | 6.77% | … | … |
Data as of 06/03/2026, Common starting date is 09/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATWAX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY CLASS A) | 09/04/2003 | 06/03/2026 |
| 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 28.30 | 20.69 | 8.96 | 10.73 | 9.20 | 6.77 | … | … | 11.37 | 21.17 | 18.36 | 20.28 | -22.12 | 15.05 | 12.12 | 25.23 | -9.89 | 22.78 | 4.88 | -0.92 | 4.75 | 26.48 | 13.94 | -8.44 | 9.48 | 29.08 | -42.64 | 6.41 | 14.20 | 11.94 | 12.03 | 7.08 |
| Sharpe Ratio | NA | 2.14 | 1.24 | 0.40 | 0.54 | NA | NA | … | … | 1.84 | 1.06 | 1.19 | 1.35 | -1.06 | 1.08 | 0.37 | 2.15 | -0.78 | 3.46 | 0.35 | -0.07 | 0.44 | 2.26 | 1.00 | -0.33 | 0.46 | 1.03 | -1.08 | 0.19 | 0.92 | 0.98 | 0.99 | 2.11 |
| Standard Deviation(%) | NA | 12.74 | 14.47 | 16.25 | 16.93 | NA | NA | … | … | 15.30 | 17.39 | 12.43 | 12.47 | 22.33 | 13.96 | 31.69 | 11.04 | 14.57 | 6.43 | 13.24 | 13.29 | 10.65 | 11.68 | 14.02 | 25.55 | 20.21 | 28.10 | 40.07 | 17.42 | 11.75 | 9.89 | 11.15 | 10.79 |
| Draw Down(%) | NA | 9.73 | 17.62 | 29.56 | 34.40 | NA | NA | … | … | 9.73 | 17.62 | 9.10 | 10.72 | 26.26 | 8.88 | 34.40 | 6.51 | 19.86 | 1.72 | 11.77 | 12.79 | 8.99 | 7.63 | 13.76 | 24.03 | 18.47 | 26.22 | 52.70 | 10.88 | 12.01 | 6.86 | 8.34 | 4.10 |
| Yield(%) | 0.00 | 4.63 | 3.56 | 2.26 | 4.39 | 4.53 | 3.49 | … | … | 0.00 | 4.88 | 2.63 | 1.91 | 1.00 | 1.33 | 0.88 | 5.63 | 4.49 | 13.73 | 3.01 | 6.99 | 2.56 | 2.48 | 0.64 | 1.20 | 1.08 | 1.58 | 0.76 | 3.61 | 0.89 | 1.31 | 0.09 | 0.05 |
Data as of 06/03/2026, Common starting date is 09/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATWAX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY CLASS A) |
-18.12%
Feb 2006 – Feb 2009 |
-7.02%
Feb 2004 – Feb 2009 |
1.95%
Feb 2006 – Feb 2016 |
2.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATWAX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY CLASS A) |
21.79%
May 2023 – May 2026 |
18.16%
Feb 2009 – Feb 2014 |
11.80%
Feb 2009 – Feb 2019 |
10.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart