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ABNZX: AB BOND INFLATION STRATEGY CLASS Z (MUTUAL FUND)
Basic Info 10.27 0.03(0.29%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 12/16/2014 |
| Last Dividend Date: | 05/06/2026 |
| 12-Mo. Yield | 3.81% |
| Expenses | 0.69% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 0.4 | 3.3 | 4.7 | 2.1 | 3.4 | 3.3 | 7.1 | 3.6 | 5.2 | -8.4 | 6.4 | 9.2 | 8.5 | -0.7 | 2.9 | 6.6 | -1.1 | -0.5 |
| Sharpe Ratio | NA | -0.64 | 0.28 | 0.4 | -0.1 | 0.44 | 0.46 | 1.48 | 0.0 | 0.29 | -1.46 | 2.22 | 1.6 | 2.47 | -1.0 | 0.93 | 1.84 | -0.26 | -3.1 |
| Draw Down(%) | NA | 1.3 | 1.3 | 2.5 | 10.8 | 11.5 | 11.5 | 2.1 | 2.4 | 3.8 | 10.8 | 1.8 | 11.5 | 1.3 | 2.2 | 1.5 | 2.9 | 4.4 | 0.8 |
| Standard Deviation(%) | NA | 2.6 | 2.3 | 3.6 | 4.5 | 4.0 | 4.0 | 2.9 | 3.6 | 5.2 | 6.8 | 2.9 | 5.6 | 2.8 | 2.1 | 2.4 | 3.5 | 4.1 | 3.7 |
| Treynor Ratio | NA | -0.45 | 0.28 | 0.5 | -0.11 | 0.59 | 0.76 | -3.24 | 0.0 | 0.4 | -1.48 | 2.75 | 2.16 | -1.62 | 2.04 | -0.36 | 18.09 | 0.3 | 0.96 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.0 | -0.03 | 0.02 | 0.03 | 0.03 | -0.01 | 0.01 | 0.02 | 0.0 | 0.01 |
| Beta | NA | 0.04 | 0.02 | 0.03 | 0.04 | 0.03 | 0.02 | -0.01 | 0.05 | 0.04 | 0.07 | 0.02 | 0.04 | -0.04 | -0.01 | -0.06 | 0.0 | -0.04 | -0.12 |
| RSquared | NA | 0.04 | 0.02 | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.04 | 0.01 | 0.06 | 0.01 | 0.07 | 0.04 | 0.01 | 0.03 | 0.0 | 0.02 | 0.28 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | 4.6 | 4.4 | 4.6 | 5.7 | 4.9 | 2.5 | 2.7 | 3.3 | 2.1 | 2.3 | 1.6 | 0.0 |
| Dividend Growth(%) | N/A | -79.3 | N/A | N/A | N/A | N/A | N/A | 6.1 | -5.8 | -29.7 | 17.5 | 109.8 | -1.6 | -22.8 | 58.2 | -5.5 | 40.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/2014
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