Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWACX (AB WEALTH APPRECIATION STRATEGY CLASS C) | 11.13% | 27.59% | 20.04% | 7.38% | 9.36% | 7.69% | 5.73% | … | … |
Data as of 06/03/2026, Common starting date is 09/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWACX (AB WEALTH APPRECIATION STRATEGY CLASS C) | 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 (%) | 0.30 | 27.59 | 20.04 | 7.38 | 9.36 | 7.69 | 5.73 | … | … | 11.13 | 20.31 | 17.95 | 19.76 | -23.74 | 11.09 | 10.04 | 24.22 | -10.46 | 20.70 | 4.80 | -2.69 | 3.12 | 22.90 | 12.93 | -9.47 | 11.97 | 31.20 | -43.79 | 5.27 | 16.68 | 10.10 | 12.85 | 7.38 |
| Sharpe Ratio | NA | 2.09 | 1.20 | 0.30 | 0.45 | NA | NA | … | … | 1.81 | 1.01 | 1.15 | 1.30 | -1.11 | 0.72 | 0.31 | 2.06 | -0.82 | 3.09 | 0.35 | -0.21 | 0.29 | 1.99 | 0.92 | -0.37 | 0.57 | 1.06 | -1.07 | 0.12 | 1.10 | 0.80 | 1.11 | 2.52 |
| Standard Deviation(%) | NA | 12.71 | 14.45 | 16.59 | 17.11 | NA | NA | … | … | 15.31 | 17.35 | 12.44 | 12.49 | 22.73 | 15.27 | 31.81 | 11.04 | 14.54 | 6.51 | 13.11 | 12.94 | 10.52 | 11.47 | 14.09 | 25.75 | 20.92 | 29.35 | 41.52 | 17.96 | 12.07 | 9.74 | 10.71 | 9.46 |
| Draw Down(%) | NA | 9.74 | 17.71 | 32.08 | 34.45 | NA | NA | … | … | 9.74 | 17.71 | 8.99 | 10.90 | 26.63 | 11.71 | 34.45 | 6.50 | 20.33 | 1.79 | 11.85 | 13.30 | 9.64 | 7.95 | 14.08 | 25.50 | 17.96 | 27.26 | 54.82 | 11.38 | 12.58 | 6.62 | 7.89 | 3.52 |
| Yield(%) | 0.00 | 6.57 | 5.20 | 2.61 | 3.71 | 3.25 | 2.66 | … | … | 0.00 | 6.88 | 5.41 | 1.50 | 0.23 | 0.00 | 0.24 | 3.48 | 2.14 | 7.10 | 5.13 | 0.72 | 1.59 | 1.08 | 0.05 | 0.66 | 0.15 | 0.54 | 4.10 | 3.18 | 1.84 | 0.25 | 0.38 | 0.15 |
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 |
|---|---|---|---|---|
| AWACX (AB WEALTH APPRECIATION STRATEGY CLASS C) |
-18.80%
Feb 2006 – Feb 2009 |
-7.44%
Feb 2004 – Feb 2009 |
1.30%
Feb 2006 – Feb 2016 |
1.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWACX (AB WEALTH APPRECIATION STRATEGY CLASS C) |
22.24%
Feb 2009 – Feb 2012 |
18.08%
Feb 2009 – Feb 2014 |
11.08%
Feb 2009 – Feb 2019 |
9.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart