Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SATOX (Sanford C. Bernstein Fund Inc. – Tax-Aware Overlay A Portfolio) | 10.39% | 9.59% | 11.59% | 2.95% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SATOX (Sanford C. Bernstein Fund Inc. – Tax-Aware Overlay A Portfolio) | 04/30/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 9.59 | 11.59 | 2.95 | NA | NA | NA | … | … | 10.39 | 5.88 | 13.35 | 10.19 | -24.51 | 8.20 |
| Sharpe Ratio | NA | 0.46 | 0.60 | 0.04 | NA | NA | NA | … | … | 1.92 | 0.17 | 0.76 | 0.57 | -2.03 | 1.10 |
| Standard Deviation(%) | NA | 17.38 | 14.76 | 13.64 | NA | NA | NA | … | … | 12.46 | 18.52 | 12.73 | 11.53 | 12.83 | 11.21 |
| Draw Down(%) | NA | 14.69 | 14.69 | 29.43 | NA | NA | NA | … | … | 7.89 | 14.27 | 7.71 | 13.35 | 25.90 | 5.41 |
| Yield(%) | 0.00 | 0.00 | 9.04 | 6.22 | 3.18 | 2.12 | 1.59 | … | … | 0.00 | 0.00 | 25.61 | 0.42 | 1.39 | 9.90 |
Data as of 06/04/2026, Common starting date is 04/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SATOX (Sanford C. Bernstein Fund Inc. – Tax-Aware Overlay A Portfolio) |
-1.94%
Dec 2021 – Dec 2024 |
3.11%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SATOX (Sanford C. Bernstein Fund Inc. – Tax-Aware Overlay A Portfolio) |
14.37%
Oct 2022 – Oct 2025 |
3.11%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart