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AB: AllianceBernstein Holding L.P. (STOCK)
Basic Info 37.26 0.07(0.19%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/14/1988 |
| Last Dividend Date: | 05/08/2026 |
| 12-Mo. Yield | 8.49% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/14/1988 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 1.3 | 2.6 | 11.7 | 4.6 | 14.3 | 13.3 | 5.1 | 12.8 | 13.4 | 30.4 | -2.3 | -23.5 | 56.3 | 23.0 | 19.9 | 21.0 | 16.8 | 6.9 | -1.1 | 30.4 | 31.2 | 42.3 | -39.4 | -12.3 | 44.0 | -70.1 | -1.2 | 50.1 | 42.8 | 28.7 | 15.9 | -31.7 | 0.9 | 81.8 | 16.3 | 29.4 | 49.5 | 15.1 | 24.2 | -32.0 | 50.5 | 9.8 | 97.8 | 9.8 | 45.2 | 3.7 |
| Sharpe Ratio | NA | 0.02 | 0.0 | 0.34 | 0.07 | 0.39 | NA | NA | 0.31 | 0.39 | 1.21 | -0.22 | -0.7 | 1.99 | 0.34 | 0.87 | 0.77 | 0.92 | 0.22 | -0.04 | 1.17 | 1.03 | 1.3 | -1.13 | -0.41 | 0.65 | -0.91 | -0.14 | 1.93 | 2.23 | 1.73 | 0.55 | -0.74 | -0.04 | 2.38 | 0.45 | 0.72 | 1.63 | 0.55 | 0.66 | -1.08 | 1.57 | 0.26 | 2.41 | 0.13 | 1.73 | 0.0 |
| Draw Down(%) | NA | 14.2 | 14.7 | 22.3 | 45.8 | 58.1 | NA | NA | 87.6 | 16.6 | 9.2 | 32.7 | 32.5 | 19.5 | 58.1 | 12.6 | 23.2 | 12.4 | 29.6 | 30.7 | 17.0 | 30.1 | 26.6 | 43.4 | 31.8 | 53.8 | 83.4 | 20.2 | 19.6 | 10.2 | 17.9 | 21.1 | 50.1 | 33.4 | 18.5 | 24.8 | 28.3 | 18.4 | 13.0 | 14.0 | 37.0 | 20.0 | 24.3 | 16.9 | 31.4 | 9.4 | 14.4 |
| Standard Deviation(%) | NA | 26.9 | 22.4 | 25.1 | 28.3 | 32.4 | NA | NA | 34.4 | 27.2 | 22.2 | 27.7 | 35.5 | 28.3 | 66.3 | 21.1 | 25.7 | 17.6 | 30.3 | 28.6 | 26.0 | 30.1 | 32.8 | 34.8 | 30.5 | 67.3 | 78.4 | 31.5 | 24.4 | 18.1 | 16.0 | 27.7 | 44.2 | 38.0 | 32.5 | 28.5 | 35.7 | 27.9 | 20.9 | 30.4 | 32.3 | 30.6 | 27.6 | 38.8 | 32.7 | 22.8 | 19.4 |
| Treynor Ratio | NA | 0.01 | 0.0 | 0.12 | 0.02 | 0.12 | NA | NA | 0.1 | 0.14 | 0.34 | -0.05 | -0.25 | 0.49 | 0.17 | 0.19 | 0.21 | 0.19 | 0.05 | -0.01 | 0.22 | 0.22 | 0.54 | -0.37 | -0.11 | 0.22 | -0.51 | -0.03 | 0.38 | 0.68 | 0.35 | 0.16 | -0.26 | -0.01 | 1.08 | 0.3 | 0.27 | 0.61 | 0.18 | 0.21 | -0.27 | 0.68 | 0.14 | 0.88 | 0.06 | 1.2 | 0.01 |
| Alpha | NA | -0.01 | -0.03 | -0.01 | -0.02 | 0.01 | NA | NA | 0.02 | 0.01 | 0.04 | -0.1 | -0.01 | 0.07 | 0.05 | -0.02 | 0.1 | 0.0 | -0.02 | 0.0 | 0.05 | -0.03 | 0.11 | -0.19 | -0.1 | 0.02 | -0.15 | -0.02 | 0.1 | 0.13 | 0.07 | -0.03 | 0.0 | 0.08 | 0.27 | 0.03 | 0.02 | 0.08 | 0.01 | -0.02 | -0.14 | 0.15 | 0.03 | 0.18 | 0.06 | 0.11 | 0.0 |
| Beta | NA | 0.38 | 0.53 | 0.73 | 0.92 | 1.08 | NA | NA | 1.11 | 0.76 | 0.78 | 1.09 | 1.02 | 1.16 | 1.33 | 0.94 | 0.95 | 0.84 | 1.3 | 1.07 | 1.39 | 1.4 | 0.79 | 1.07 | 1.14 | 1.96 | 1.39 | 1.33 | 1.25 | 0.6 | 0.8 | 0.96 | 1.25 | 1.14 | 0.72 | 0.43 | 0.95 | 0.75 | 0.64 | 0.98 | 1.3 | 0.71 | 0.51 | 1.06 | 0.74 | 0.33 | 0.12 |
| RSquared | NA | 0.04 | 0.08 | 0.19 | 0.31 | 0.36 | NA | NA | 0.33 | 0.28 | 0.2 | 0.27 | 0.48 | 0.29 | 0.48 | 0.31 | 0.4 | 0.1 | 0.32 | 0.34 | 0.37 | 0.26 | 0.1 | 0.52 | 0.45 | 0.62 | 0.53 | 0.46 | 0.26 | 0.11 | 0.3 | 0.35 | 0.54 | 0.42 | 0.24 | 0.07 | 0.3 | 0.23 | 0.13 | 0.06 | 0.16 | 0.04 | 0.03 | 0.16 | 0.13 | 0.04 | 0.01 |
| Yield(%) | N/A | 4.6 | 8.6 | 9.1 | 7.2 | 12.2 | 12.7 | 3.9 | N/A | 9.4 | 9.7 | 7.4 | 7.3 | 10.8 | 9.2 | 8.5 | 11.4 | 8.9 | 7.4 | 7.4 | 8.9 | 8.8 | 7.1 | 6.0 | 5.3 | 6.8 | 4.6 | 5.8 | 6.3 | 6.7 | 3.4 | 6.0 | 4.8 | 5.9 | 10.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -48.4 | 2.4 | -2.9 | 27.1 | 34.0 | 23.4 | N/A | N/A | 16.4 | 13.7 | -26.0 | -1.1 | 28.3 | 20.3 | -19.4 | 35.2 | 21.7 | -9.3 | 2.1 | 18.9 | 67.4 | -34.0 | -4.6 | 4.9 | -58.3 | -27.4 | 33.4 | 27.1 | 135.3 | -39.6 | -14.3 | -19.0 | -10.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/14/1988
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