Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATWBX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY CLASS B) | NA | 12.64% | 9.87% | 5.72% | 7.03% | 4.62% | NA | … | … |
Data as of 11/19/2019, Common starting date is 09/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATWBX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY CLASS B) | 09/04/2003 | 11/19/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.64 | 9.87 | 5.72 | 7.03 | 4.62 | NA | … | … | 19.78 | -10.59 | 21.84 | 4.10 | -1.65 | 3.93 | 25.51 | 13.16 | -9.14 | 8.71 | 28.00 | -43.04 | 5.64 | 13.36 | 11.09 | 11.40 | 6.83 |
| Sharpe Ratio | NA | 0.86 | 0.81 | 0.41 | 0.44 | NA | NA | … | … | 1.85 | -0.82 | 3.35 | 0.29 | -0.13 | 0.37 | 2.20 | 0.94 | -0.36 | 0.43 | 1.00 | -1.09 | 0.15 | 0.86 | 0.90 | 0.94 | 2.01 |
| Standard Deviation(%) | NA | 12.96 | 11.18 | 12.12 | 14.99 | NA | NA | … | … | 11.38 | 14.59 | 6.35 | 13.22 | 13.28 | 10.64 | 11.60 | 14.06 | 25.58 | 20.17 | 27.93 | 40.07 | 17.43 | 11.82 | 9.88 | 11.09 | 10.87 |
| Draw Down(%) | NA | 12.80 | 20.41 | 20.41 | 24.28 | NA | NA | … | … | 6.49 | 20.41 | 1.74 | 11.85 | 13.01 | 9.19 | 7.68 | 13.87 | 24.28 | 18.59 | 26.23 | 53.00 | 10.92 | 12.13 | 6.84 | 8.62 | 4.10 |
| Yield(%) | 0.00 | 3.70 | 6.19 | 4.88 | 3.85 | 2.82 | 2.42 | … | … | 0.00 | 3.49 | 12.76 | 1.99 | 6.01 | 1.52 | 1.43 | 0.00 | 0.34 | 0.30 | 0.76 | 0.11 | 2.95 | 0.33 | 1.21 | 0.00 | 0.00 |
Data as of 11/19/2019, 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 |
|---|---|---|---|---|
| ATWBX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY CLASS B) |
-18.70%
Feb 2006 – Feb 2009 |
-7.68%
Feb 2004 – Feb 2009 |
1.20%
Feb 2006 – Feb 2016 |
3.83%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATWBX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY CLASS B) |
19.93%
Feb 2009 – Feb 2012 |
17.28%
Feb 2009 – Feb 2014 |
10.95%
Feb 2009 – Feb 2019 |
4.88%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart