Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATWYX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY ADVISOR CLASS) | 8.74% | 25.21% | 20.01% | 8.51% | 10.67% | 9.39% | 6.92% | … | … |
Data as of 06/05/2026, Common starting date is 09/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATWYX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY ADVISOR CLASS) | 09/04/2003 | 06/05/2026 |
| 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 (%) | -2.61 | 25.21 | 20.01 | 8.51 | 10.67 | 9.39 | 6.92 | … | … | 8.74 | 21.44 | 18.72 | 20.55 | -21.88 | 15.32 | 12.46 | 25.52 | -9.68 | 23.06 | 5.13 | -0.59 | 5.04 | 26.77 | 14.37 | -8.23 | 9.78 | 29.43 | -42.47 | 6.67 | 14.64 | 12.17 | 12.43 | 7.13 |
| Sharpe Ratio | NA | 1.72 | 1.16 | 0.37 | 0.54 | NA | NA | … | … | 1.21 | 1.08 | 1.22 | 1.37 | -1.05 | 1.10 | 0.38 | 2.18 | -0.76 | 3.49 | 0.37 | -0.05 | 0.47 | 2.29 | 1.03 | -0.32 | 0.48 | 1.05 | -1.08 | 0.20 | 0.96 | 1.00 | 1.03 | 2.11 |
| Standard Deviation(%) | NA | 13.12 | 14.49 | 16.27 | 16.96 | NA | NA | … | … | 15.79 | 17.31 | 12.40 | 12.47 | 22.33 | 13.91 | 31.78 | 11.03 | 14.57 | 6.44 | 13.27 | 13.29 | 10.72 | 11.66 | 13.99 | 25.57 | 20.13 | 28.00 | 40.02 | 17.40 | 11.79 | 9.94 | 11.07 | 10.88 |
| Draw Down(%) | NA | 9.75 | 17.58 | 29.35 | 34.33 | NA | NA | … | … | 9.75 | 17.58 | 9.09 | 10.66 | 26.10 | 8.84 | 34.33 | 6.48 | 19.64 | 1.71 | 11.81 | 12.69 | 8.89 | 7.60 | 13.72 | 23.94 | 18.39 | 26.13 | 52.62 | 10.81 | 12.01 | 6.83 | 8.16 | 4.20 |
| Yield(%) | 0.00 | 4.86 | 3.85 | 2.48 | 4.66 | 4.92 | 3.78 | … | … | 0.00 | 5.13 | 2.91 | 2.18 | 1.22 | 1.60 | 1.13 | 5.90 | 4.72 | 13.97 | 3.28 | 7.23 | 2.86 | 2.81 | 0.99 | 1.52 | 1.40 | 1.90 | 1.03 | 3.88 | 1.15 | 1.48 | 0.23 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| ATWYX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY ADVISOR CLASS) |
-17.92%
Feb 2006 – Feb 2009 |
-6.75%
Feb 2004 – Feb 2009 |
2.24%
Feb 2006 – Feb 2016 |
2.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATWYX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY ADVISOR CLASS) |
22.09%
May 2023 – May 2026 |
18.53%
Feb 2009 – Feb 2014 |
12.11%
Feb 2009 – Feb 2019 |
10.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart