Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWAIX (AB WEALTH APPRECIATION STRATEGY CLASS I) | NA | -7.61% | 2.95% | 2.71% | 5.51% | 4.80% | NA | … | … |
Data as of 04/24/2020, Common starting date is 03/24/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWAIX (AB WEALTH APPRECIATION STRATEGY CLASS I) | 03/24/2005 | 04/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.61 | 2.95 | 2.71 | 5.51 | 4.80 | NA | … | … | -15.44 | 25.43 | -9.65 | 21.87 | 5.79 | -1.72 | 4.12 | 24.12 | 13.97 | -8.55 | 13.20 | 32.54 | -43.21 | 6.26 | 17.89 | 15.74 |
| Sharpe Ratio | NA | -0.30 | 0.09 | 0.11 | 0.30 | NA | NA | … | … | -0.84 | 2.16 | -0.76 | 3.26 | 0.42 | -0.13 | 0.39 | 2.10 | 1.01 | -0.33 | 0.63 | 1.11 | -1.06 | 0.18 | 1.22 | 1.88 |
| Standard Deviation(%) | NA | 29.34 | 19.49 | 17.09 | 17.19 | NA | NA | … | … | 49.95 | 11.10 | 14.52 | 6.55 | 13.15 | 13.01 | 10.54 | 11.47 | 13.93 | 25.78 | 20.93 | 29.30 | 41.57 | 17.99 | 12.03 | 9.83 |
| Draw Down(%) | NA | 34.34 | 34.34 | 34.34 | 34.34 | NA | NA | … | … | 34.34 | 6.51 | 19.60 | 1.73 | 11.73 | 13.01 | 9.40 | 7.89 | 13.90 | 25.21 | 17.85 | 27.15 | 54.42 | 11.27 | 12.51 | 4.83 |
| Yield(%) | 0.00 | 4.25 | 5.30 | 4.52 | 4.12 | 3.87 | 2.90 | … | … | 0.00 | 4.88 | 3.24 | 8.43 | 6.21 | 1.74 | 2.65 | 2.62 | 1.19 | 1.86 | 1.23 | 1.80 | 4.84 | 4.11 | 2.69 | 1.03 |
Data as of 04/24/2020, Common starting date is 03/24/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWAIX (AB WEALTH APPRECIATION STRATEGY CLASS I) |
-17.99%
Feb 2006 – Feb 2009 |
-5.32%
May 2007 – May 2012 |
2.31%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWAIX (AB WEALTH APPRECIATION STRATEGY CLASS I) |
23.49%
Feb 2009 – Feb 2012 |
19.28%
Feb 2009 – Feb 2014 |
12.18%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart