AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX)

Basic Info

AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B started on 12/09/1996
AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B is classified as asset class Global Real Estate
AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B expense ratio is 2.16%
AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B rating is
Not Rated

AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) Dividend Info

AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) dividend growth in the last 12 months is -63.33%

The trailing 12-month yield of AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B is 2.02%. its dividend history:

DateDividend
06/12/2019 0.054
12/12/2018 0.272
09/12/2018 0.019
06/13/2018 0.078
03/14/2018 0.013
12/13/2017 0.779
06/14/2017 0.025
12/14/2016 0.213
09/14/2016 0.077
06/15/2016 0.068
03/16/2016 0.041
12/16/2015 0.201
09/16/2015 0.006
06/17/2015 0.037
12/18/2014 0.364
12/20/2013 0.353
12/20/2012 0.659
07/17/2012 0.015
12/22/2011 0.27
12/21/2010 0.273
12/22/2009 0.503
06/18/2009 0.028
03/19/2009 0.023
12/23/2008 0.009
09/18/2008 0.028
06/19/2008 0.028
03/19/2008 0.035
12/19/2007 8.618
09/19/2007 0.002
06/21/2007 0.02
03/22/2007 0.046
12/21/2006 2.68
09/21/2006 0.003
06/22/2006 0.005
03/23/2006 0.016
12/22/2005 0.041
09/22/2005 0.013
06/23/2005 0.026
03/23/2005 0.021
12/21/2004 0.112
09/23/2004 0.112
12/22/2003 0.112
09/23/2003 0.112
06/24/2003 0.112
03/25/2003 0.112
12/23/2002 0.112
09/20/2002 0.112
06/14/2002 0.112
03/15/2002 0.112
12/14/2001 0.112
09/21/2001 0.112
06/15/2001 0.112
03/15/2001 0.112
12/15/2000 0.112
09/15/2000 0.131
06/15/2000 0.131
03/15/2000 0.131
12/15/1999 0.131
09/15/1999 0.131
06/15/1999 0.131
03/15/1999 0.131
12/23/1998 0.226
09/15/1998 0.109
06/16/1998 0.109
03/13/1998 0.109
12/18/1997 0.119
09/15/1997 0.109
06/12/1997 0.109
03/12/1997 0.109
12/10/1996 0.109

Dividend Growth History for AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2019
2019 $0.054 0.42% -85.86% -
2018 $0.382 2.65% -52.49% -85.86%
2017 $0.804 5.94% 101.50% -74.08%
2016 $0.399 2.97% 63.52% -48.66%
2015 $0.244 1.73% -32.97% -31.41%
2014 $0.364 2.88% 3.12% -31.73%
2013 $0.353 2.78% -47.63% -26.87%
2012 $0.674 6.45% 149.63% -30.27%
2011 $0.27 2.30% -1.10% -18.22%
2010 $0.273 2.67% -50.72% -16.48%
2009 $0.554 6.89% 454.00% -20.77%
2008 $0.1 0.67% -98.85% -5.45%
2007 $8.686 32.74% 221.23% -34.52%
2006 $2.704 12.09% 2,577.23% -26.00%
2005 $0.101 0.51% -54.91% -4.37%
2004 $0.224 1.47% -50.00% -9.05%
2003 $0.448 3.90% 0.00% -12.39%
2002 $0.448 3.85% 0.00% -11.70%
2001 $0.448 4.06% -11.29% -11.09%
2000 $0.505 5.47% -3.63% -11.10%
1999 $0.524 4.91% -5.24% -10.74%
1998 $0.553 3.95% 23.99% -10.49%
1997 $0.446 3.84% 309.17% -9.15%
1996 $0.109 0.99% - -3.01%

Dividend Growth Chart for AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX)

AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) Historical Returns And Risk Info

From 01/08/1997 to 11/19/2019, the compound annualized total return (dividend reinvested) of AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) is 6.925%. Its cumulative total return (dividend reinvested) is 361.383%.

From 01/08/1997 to 11/19/2019, the Maximum Drawdown of AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) is 72.2%.

From 01/08/1997 to 11/19/2019, the Sharpe Ratio of AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) is 0.3.

From 01/08/1997 to 11/19/2019, the Annualized Standard Deviation of AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) is 19.6%.

From 01/08/1997 to 11/19/2019, the Beta of AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) is 0.92.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
01/08/1997		 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return(%) 0.0 4.0 5.6 6.2 7.3 5.3 8.6 6.9 20.2 -5.9 12.2 2.0 -1.1 12.8 4.9 28.3 -8.9 17.3 33.7 -46.4 -9.8 33.7 10.7 31.9 37.7 2.2 9.0 25.8 -7.3 -20.8 22.2 9.6
Sharpe Ratio NA 1.26 0.8 0.41 0.5 NA NA 0.3 2.36 -0.61 1.14 0.13 -0.09 1.47 0.35 2.13 -0.34 0.79 0.88 -0.91 -0.58 2.04 0.55 1.75 3.14 0.08 0.65 2.01 -1.05 -1.49 1.89 46.31
Draw Down(%) NA 8.6 12.1 14.8 25.7 NA NA 72.2 4.9 10.8 5.7 12.7 13.0 7.4 15.8 9.9 25.7 15.0 36.7 61.6 23.5 10.0 11.1 18.5 6.4 18.3 12.1 10.2 22.3 29.5 9.5 0.3
Standard Deviation(%) NA 10.4 10.6 11.8 15.2 NA NA 19.6 9.1 11.8 10.3 14.3 13.1 8.7 13.6 13.4 25.9 21.7 38.4 51.9 22.4 15.0 15.5 17.7 11.8 14.3 10.5 10.8 10.1 16.2 9.8 7.8
Treynor Ratio NA 0.17 0.11 0.07 0.09 NA NA 0.06 0.31 -0.09 0.16 0.03 -0.02 0.19 0.06 0.36 -0.1 0.19 0.33 -0.46 -0.15 2.11 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Alpha NA 0.01 0.01 0.01 0.01 NA NA 0.03 0.03 0.0 0.01 0.01 0.0 0.04 0.0 -0.01 0.02 -0.01 0.0 0.06 -0.01 0.11 -0.02 -0.03 -0.01 0.02 0.02 NA NA NA NA NA
Beta NA 0.76 0.75 0.72 0.82 NA NA 0.92 0.7 0.77 0.72 0.69 0.72 0.67 0.83 0.8 0.9 0.89 1.01 1.03 0.87 0.14 1.31 1.14 1.1 1.1 -0.55 NA NA NA NA NA
RSquare NA 0.49 0.48 0.61 0.78 NA NA 0.58 0.45 0.61 0.29 0.72 0.76 0.7 0.84 0.8 0.9 0.86 0.78 0.68 0.73 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Yield(%) N/A 2.3 3.7 3.2 4.2 5.8 9.9 N/A 0.4 2.6 5.9 3.0 1.8 2.8 2.8 6.5 2.3 2.6 6.8 0.7 32.8 12.1 0.5 1.4 3.8 3.8 4.0 5.4 4.9 4.0 3.9 1.0
Dividend Growth(%) N/A -63.3 26.7 8.4 -68.8 N/A N/A N/A -86.8 -52.5 100.0 60.0 -30.6 2.9 -48.5 151.9 0.0 -50.9 400.0 -98.7 221.9 2600.0 -54.5 -50.0 0.0 0.0 -12.0 -3.8 -7.1 24.4 309.1 N/A

Return Calculator for AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX)

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AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) Historical Return Chart

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AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/08/1997 to 11/19/2019, the worst annualized return of 3-year rolling returns for AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) is -20.76%.
From 01/08/1997 to 11/19/2019, the worst annualized return of 5-year rolling returns for AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) is -6.22%.
From 01/08/1997 to 11/19/2019, the worst annualized return of 10-year rolling returns for AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) is -0.18%.
From 01/08/1997 to 11/19/2019, the worst annualized return of 20-year rolling returns for AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS B (AREBX) is 6.53%.

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