Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWAKX (AB WEALTH APPRECIATION STRATEGY CLASS K) | NA | 762,659.02% | 1,829.91% | 535.17% | 157.48% | 95.71% | NA | … | … |
Data as of 06/05/2024, Common starting date is 03/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWAKX (AB WEALTH APPRECIATION STRATEGY CLASS K) | 03/28/2005 | 06/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 762,659.02 | 1,829.91 | 535.17 | 157.48 | 95.71 | NA | … | … | 692,703.38 | 20.52 | -18.73 | 20.05 | 12.63 | 25.02 | -9.94 | 21.41 | 5.52 | -2.13 | 3.77 | 23.76 | 13.65 | -8.90 | 12.80 | 32.28 | -43.46 | 5.99 | 17.38 | 15.43 |
| Sharpe Ratio | NA | 874.58 | 3.63 | 1.37 | 0.57 | NA | NA | … | … | 68,697,821.98 | 1.31 | -0.91 | 1.55 | 0.39 | 2.13 | -0.78 | 3.19 | 0.40 | -0.17 | 0.36 | 2.08 | 0.98 | -0.35 | 0.61 | 1.10 | -1.06 | 0.17 | 1.18 | 1.83 |
| Standard Deviation(%) | NA | 872.02 | 504.05 | 390.62 | 276.40 | NA | NA | … | … | 1,331.93 | 12.56 | 22.27 | 12.91 | 31.78 | 11.07 | 14.53 | 6.55 | 13.15 | 12.97 | 10.51 | 11.42 | 13.95 | 25.74 | 20.97 | 29.25 | 41.68 | 17.90 | 12.02 | 9.93 |
| Draw Down(%) | NA | 10.90 | 26.64 | 34.40 | 34.40 | NA | NA | … | … | 5.31 | 10.90 | 26.34 | 5.56 | 34.40 | 6.49 | 19.89 | 1.79 | 11.74 | 13.10 | 9.49 | 7.92 | 13.94 | 25.35 | 17.85 | 27.13 | 54.60 | 11.33 | 12.54 | 4.91 |
| Yield(%) | 0.00 | 124.07 | 38.04 | 32.24 | 18.37 | 21.82 | 13.12 | … | … | 113.99 | 2.56 | 5.56 | 9.60 | 2.89 | 4.48 | 2.99 | 8.26 | 5.86 | 1.41 | 2.24 | 2.14 | 0.95 | 1.32 | 0.90 | 1.55 | 4.56 | 3.83 | 2.53 | 0.99 |
Data as of 06/05/2024, Common starting date is 03/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWAKX (AB WEALTH APPRECIATION STRATEGY CLASS K) |
-18.26%
Feb 2006 – Feb 2009 |
-5.64%
May 2007 – May 2012 |
1.97%
Feb 2006 – Feb 2016 |
2.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWAKX (AB WEALTH APPRECIATION STRATEGY CLASS K) |
1,836.02%
May 2021 – May 2024 |
537.71%
May 2019 – May 2024 |
157.73%
May 2014 – May 2024 |
95.94%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart