Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWARX (AB WEALTH APPRECIATION STRATEGY CLASS R) | NA | 3,233,218.45% | 3,017.51% | 745.90% | 196.67% | 114.88% | 76.73% | … | … |
Data as of 06/05/2024, Common starting date is 02/18/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWARX (AB WEALTH APPRECIATION STRATEGY CLASS R) | 02/18/2004 | 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3,233,218.45 | 3,017.51 | 745.90 | 196.67 | 114.88 | 76.73 | … | … | 2,945,174.39 | 20.08 | -18.97 | 19.67 | 12.28 | 24.63 | -10.22 | 21.07 | 5.11 | -2.39 | 3.43 | 23.36 | 13.33 | -9.18 | 12.46 | 31.79 | -43.64 | 5.68 | 17.05 | 10.47 | 9.40 |
| Sharpe Ratio | NA | 3,179.80 | 5.13 | 1.63 | 0.61 | NA | NA | … | … | 1,724,900,191.49 | 1.28 | -0.92 | 1.52 | 0.38 | 2.10 | -0.79 | 3.13 | 0.37 | -0.19 | 0.32 | 2.04 | 0.95 | -0.36 | 0.59 | 1.09 | -1.07 | 0.15 | 1.14 | 0.85 | 0.90 |
| Standard Deviation(%) | NA | 1,016.80 | 587.66 | 455.33 | 322.14 | NA | NA | … | … | 1,553.09 | 12.52 | 22.27 | 12.92 | 31.75 | 11.06 | 14.57 | 6.55 | 13.16 | 13.00 | 10.58 | 11.45 | 14.05 | 25.85 | 20.96 | 29.21 | 41.65 | 17.95 | 12.12 | 9.75 | 10.90 |
| Draw Down(%) | NA | 10.95 | 26.85 | 34.36 | 34.36 | NA | NA | … | … | 5.30 | 10.95 | 26.51 | 5.56 | 34.36 | 6.49 | 20.12 | 1.80 | 11.81 | 13.19 | 9.58 | 7.95 | 13.98 | 25.41 | 17.92 | 27.29 | 54.69 | 11.40 | 12.60 | 6.60 | 7.87 |
| Yield(%) | 0.00 | 123.70 | 37.77 | 31.90 | 18.05 | 21.39 | 13.43 | … | … | 113.93 | 2.18 | 5.36 | 9.25 | 2.64 | 3.84 | 2.64 | 7.84 | 5.53 | 1.02 | 1.97 | 1.48 | 0.00 | 1.12 | 0.57 | 1.26 | 4.37 | 3.64 | 2.38 | 0.74 | 0.77 |
Data as of 06/05/2024, Common starting date is 02/18/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWARX (AB WEALTH APPRECIATION STRATEGY CLASS R) |
-18.53%
Feb 2006 – Feb 2009 |
-5.93%
May 2007 – May 2012 |
1.65%
Feb 2006 – Feb 2016 |
2.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWARX (AB WEALTH APPRECIATION STRATEGY CLASS R) |
3,027.38%
May 2021 – May 2024 |
749.28%
May 2019 – May 2024 |
196.96%
May 2014 – May 2024 |
115.12%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart