Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWABX (AB WEALTH APPRECIATION STRATEGY CLASS B) | NA | 12.54% | 9.47% | 5.45% | 6.89% | 4.71% | NA | … | … |
Data as of 11/19/2019, Common starting date is 12/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWABX (AB WEALTH APPRECIATION STRATEGY CLASS B) | 12/16/2003 | 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 | 12.54 | 9.47 | 5.45 | 6.89 | 4.71 | NA | … | … | 19.70 | -10.52 | 20.71 | 4.82 | -2.73 | 3.13 | 22.89 | 12.90 | -9.49 | 11.98 | 31.24 | -43.85 | 5.27 | 16.60 | 10.09 | 12.94 | 3.68 |
| Sharpe Ratio | NA | 0.85 | 0.77 | 0.39 | 0.43 | NA | NA | … | … | 1.82 | -0.82 | 3.05 | 0.35 | -0.21 | 0.30 | 1.99 | 0.92 | -0.37 | 0.57 | 1.07 | -1.07 | 0.13 | 1.11 | 0.82 | 1.12 | 25.05 |
| Standard Deviation(%) | NA | 13.05 | 11.24 | 12.07 | 15.11 | NA | NA | … | … | 11.52 | 14.52 | 6.62 | 13.10 | 13.00 | 10.54 | 11.49 | 14.04 | 25.90 | 20.90 | 29.23 | 41.69 | 17.97 | 12.07 | 9.70 | 10.74 | 5.92 |
| Draw Down(%) | NA | 12.77 | 20.31 | 20.31 | 25.52 | NA | NA | … | … | 6.54 | 20.31 | 1.83 | 11.82 | 13.31 | 9.63 | 7.96 | 14.09 | 25.52 | 17.98 | 27.26 | 54.88 | 11.38 | 12.63 | 6.62 | 7.89 | 0.00 |
| Yield(%) | 0.00 | 2.23 | 4.59 | 3.00 | 2.42 | 2.28 | 1.91 | … | … | 0.00 | 2.10 | 7.15 | 4.66 | 0.27 | 1.35 | 0.82 | 0.00 | 0.64 | 0.15 | 0.54 | 4.10 | 3.18 | 1.84 | 0.25 | 0.38 | 0.14 |
Data as of 11/19/2019, Common starting date is 12/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWABX (AB WEALTH APPRECIATION STRATEGY CLASS B) |
-18.82%
Feb 2006 – Feb 2009 |
-7.44%
Feb 2004 – Feb 2009 |
1.28%
Feb 2006 – Feb 2016 |
4.42%
Jan 2004 – Jan 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWABX (AB WEALTH APPRECIATION STRATEGY CLASS B) |
22.16%
Feb 2009 – Feb 2012 |
18.04%
Feb 2009 – Feb 2014 |
11.06%
Feb 2009 – Feb 2019 |
5.01%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart