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ABQYX: AB INTERMEDIATE BOND PORTFOLIO ADVISOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 10/09/2000 |
| Last Dividend Date: | 02/04/2025 |
| 12-Mo. Yield | 4.21% |
| Expenses | 0.77% |
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Performance Analytics (As of 02/13/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/09/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 4.9 | -1.1 | -0.8 | 1.4 | 2.7 | 3.2 | 3.2 | 0.5 | 1.9 | 6.2 | -14.3 | -0.7 | 5.5 | 9.0 | -0.1 | 4.2 | 4.3 | 0.2 | 6.9 | -1.3 | 5.9 | 6.8 | 9.5 | 19.4 | -8.4 | 6.0 | 4.1 | 2.2 | 2.5 | 0.4 | 3.1 | 3.5 | 4.5 |
| Sharpe Ratio | NA | -0.31 | -0.79 | -0.53 | -0.02 | NA | NA | 0.23 | 0.38 | -0.82 | 0.27 | -2.28 | -0.21 | 0.76 | 2.42 | -0.55 | 1.45 | 0.12 | 0.04 | 2.95 | -0.38 | 2.15 | 1.57 | 2.26 | 3.87 | -1.27 | 0.89 | 0.29 | 0.01 | 0.41 | -0.06 | 0.52 | 0.25 | 4.53 |
| Draw Down(%) | NA | 5.1 | 15.9 | 19.4 | 23.6 | NA | NA | 23.6 | 1.3 | 4.2 | 7.2 | 18.4 | 3.3 | 14.0 | 1.8 | 2.2 | 1.3 | 22.2 | 2.5 | 1.2 | 5.7 | 1.3 | 2.2 | 3.5 | 3.4 | 15.1 | 2.4 | 2.1 | 2.2 | 5.3 | 5.6 | 2.5 | 4.5 | 1.0 |
| Standard Deviation(%) | NA | 5.3 | 6.7 | 6.2 | 11.8 | NA | NA | 8.2 | 4.5 | 5.7 | 7.3 | 6.9 | 3.3 | 6.9 | 3.1 | 2.5 | 2.4 | 34.3 | 3.3 | 2.3 | 3.4 | 2.7 | 4.3 | 4.2 | 5.0 | 7.3 | 3.4 | 3.1 | 3.0 | 3.9 | 4.2 | 3.8 | 4.7 | 3.8 |
| Treynor Ratio | NA | -0.02 | -0.06 | -0.04 | 0.0 | NA | NA | 0.02 | 0.02 | -0.05 | 0.02 | -0.21 | -0.01 | 0.06 | 0.09 | -0.02 | 0.05 | 0.03 | 0.0 | 0.1 | -0.02 | 0.08 | 0.09 | 0.13 | 0.36 | -0.14 | 0.05 | 0.01 | 0.0 | 0.02 | 0.0 | 0.03 | 0.02 | 0.28 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | -0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.04 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | 0.02 |
| Beta | NA | 0.95 | 0.86 | 0.86 | 0.88 | NA | NA | 0.75 | 0.73 | 0.99 | 0.92 | 0.76 | 0.71 | 0.93 | 0.86 | 0.8 | 0.78 | 1.38 | 0.73 | 0.7 | 0.85 | 0.76 | 0.79 | 0.74 | 0.53 | 0.67 | 0.56 | 0.65 | 0.61 | 0.72 | 0.72 | 0.6 | 0.6 | 0.61 |
| RSquared | NA | 0.9 | 0.9 | 0.81 | 0.14 | NA | NA | 0.21 | 0.78 | 0.92 | 0.92 | 0.89 | 0.75 | 0.59 | 0.83 | 0.71 | 0.79 | 0.02 | 0.85 | 0.8 | 0.86 | 0.75 | 0.8 | 0.84 | 0.54 | 0.52 | 0.57 | 0.59 | 0.59 | 0.79 | 0.8 | 0.69 | 0.62 | 0.47 |
| Yield(%) | N/A | 4.2 | 3.6 | 3.1 | 3.1 | 3.5 | 3.7 | N/A | 0.1 | 4.4 | 4.3 | 3.2 | 2.5 | 3.1 | 3.5 | 3.3 | 2.7 | 3.0 | 3.6 | 3.9 | 2.9 | 3.1 | 4.1 | 4.3 | 5.2 | 4.5 | 4.5 | 4.2 | 3.9 | 2.7 | 2.6 | 0.5 | 2.3 | 1.5 |
| Dividend Growth(%) | N/A | -1.7 | 14.9 | 0.7 | -15.6 | N/A | N/A | N/A | -98.6 | 4.8 | 10.8 | 22.7 | -16.9 | -6.2 | 3.6 | 19.8 | -6.2 | -19.8 | -6.1 | 31.1 | -4.7 | -22.5 | -0.2 | -5.6 | -0.4 | 2.4 | 6.5 | 5.9 | 44.5 | 1.4 | 454.0 | -78.5 | 54.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/09/2000
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