Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWAYX (AB WEALTH APPRECIATION STRATEGY ADVISOR CLASS) | 8.88% | 25.45% | 20.27% | 7.70% | 10.10% | 8.67% | 6.66% | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWAYX (AB WEALTH APPRECIATION STRATEGY ADVISOR CLASS) | 09/03/2003 | 06/05/2026 |
| 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 (%) | -2.62 | 25.45 | 20.27 | 7.70 | 10.10 | 8.67 | 6.66 | … | … | 8.88 | 21.59 | 19.08 | 21.06 | -23.09 | 12.09 | 11.12 | 25.53 | -9.62 | 21.95 | 5.83 | -1.71 | 4.17 | 24.21 | 13.98 | -8.49 | 13.19 | 32.55 | -43.28 | 6.33 | 17.86 | 11.18 | 14.07 | 7.63 |
| Sharpe Ratio | NA | 2.21 | 1.29 | 0.36 | 0.52 | NA | NA | … | … | 1.90 | 1.09 | 1.24 | 1.40 | -1.08 | 0.79 | 0.34 | 2.18 | -0.76 | 3.28 | 0.43 | -0.13 | 0.40 | 2.10 | 1.00 | -0.33 | 0.62 | 1.11 | -1.06 | 0.18 | 1.21 | 0.91 | 1.22 | 2.60 |
| Standard Deviation(%) | NA | 12.65 | 14.43 | 16.59 | 17.12 | NA | NA | … | … | 15.23 | 17.28 | 12.43 | 12.52 | 22.71 | 15.35 | 31.86 | 11.04 | 14.54 | 6.51 | 13.08 | 12.93 | 10.49 | 11.49 | 13.99 | 25.81 | 20.99 | 29.28 | 41.62 | 17.97 | 12.04 | 9.83 | 10.76 | 9.38 |
| Draw Down(%) | NA | 9.67 | 17.59 | 31.57 | 34.32 | NA | NA | … | … | 9.67 | 17.59 | 8.93 | 10.68 | 26.12 | 11.70 | 34.32 | 6.46 | 19.62 | 1.72 | 11.71 | 12.98 | 9.38 | 7.88 | 13.87 | 25.21 | 17.80 | 27.09 | 54.47 | 11.30 | 12.54 | 6.50 | 7.86 | 3.42 |
| Yield(%) | 0.00 | 7.89 | 6.68 | 3.79 | 5.21 | 4.91 | 3.94 | … | … | 0.00 | 8.33 | 6.77 | 2.98 | 1.31 | 1.68 | 1.49 | 4.95 | 3.39 | 8.67 | 6.25 | 1.81 | 2.70 | 2.65 | 1.32 | 1.89 | 1.25 | 1.76 | 4.79 | 4.12 | 2.69 | 0.90 | 1.05 | 0.30 |
Data as of 06/05/2026, Common starting date is 09/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWAYX (AB WEALTH APPRECIATION STRATEGY ADVISOR CLASS) |
-17.99%
Feb 2006 – Feb 2009 |
-6.51%
Feb 2004 – Feb 2009 |
2.32%
Feb 2006 – Feb 2016 |
2.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWAYX (AB WEALTH APPRECIATION STRATEGY ADVISOR CLASS) |
23.48%
Feb 2009 – Feb 2012 |
19.28%
Feb 2009 – Feb 2014 |
12.21%
Feb 2009 – Feb 2019 |
10.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart