Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SATTX (Sanford C. Bernstein Fund Inc. – Tax-Aware Overlay A Portfolio) | 10.47% | 9.49% | 11.71% | 3.08% | 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 |
|---|---|---|
| SATTX (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 (%) | 0.15 | 9.49 | 11.71 | 3.08 | NA | NA | NA | … | … | 10.47 | 5.87 | 13.52 | 10.48 | -24.35 | 8.33 |
| Sharpe Ratio | NA | 0.45 | 0.60 | 0.05 | NA | NA | NA | … | … | 1.93 | 0.16 | 0.77 | 0.60 | -2.02 | 1.12 |
| Standard Deviation(%) | NA | 17.58 | 14.86 | 13.71 | NA | NA | NA | … | … | 12.52 | 18.70 | 12.80 | 11.54 | 12.82 | 11.23 |
| Draw Down(%) | NA | 14.86 | 14.86 | 29.18 | NA | NA | NA | … | … | 7.89 | 14.44 | 7.70 | 13.32 | 25.79 | 5.40 |
| Yield(%) | 0.00 | 0.00 | 9.18 | 6.35 | 3.25 | 2.17 | 1.62 | … | … | 0.00 | 0.00 | 25.78 | 0.71 | 1.58 | 10.09 |
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 |
|---|---|---|---|---|
| SATTX (Sanford C. Bernstein Fund Inc. – Tax-Aware Overlay A Portfolio) |
-1.74%
Dec 2021 – Dec 2024 |
3.24%
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 |
|---|---|---|---|---|
| SATTX (Sanford C. Bernstein Fund Inc. – Tax-Aware Overlay A Portfolio) |
14.58%
Oct 2022 – Oct 2025 |
3.24%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart