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AREAX: AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 12/09/1996 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 110.24% |
| Expenses | 1.81% |
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Performance Analytics (As of 05/02/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/09/1996 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1626766.7 | -1792393.3 | NA | NA | NA | NA | NA | � | -1666608.0 | 1.9 | 11.1 | -25.8 | 25.6 | -5.5 | 22.7 | -5.1 | 13.4 | 2.8 | -0.2 | 13.7 | 5.7 | 29.3 | -8.1 | 18.3 | 35.0 | -46.0 | -8.8 | 34.5 | 11.6 | 32.7 | 38.6 | 2.9 | 9.9 | 26.6 | -6.7 | -20.2 | 22.9 | 9.7 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | -0.12 | 0.44 | -1.26 | 2.04 | -0.15 | 2.29 | -0.55 | 1.22 | 0.18 | -0.02 | 1.56 | 0.42 | 2.2 | -0.31 | 0.84 | 0.91 | -0.9 | -0.54 | 2.08 | 0.61 | 1.79 | 3.18 | 0.12 | 0.72 | 2.07 | -1.0 | -1.46 | 1.95 | 43.88 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 11.9 | 19.8 | 34.1 | 7.4 | 42.4 | 4.7 | 10.5 | 5.8 | 12.4 | 12.7 | 7.3 | 15.7 | 9.8 | 25.5 | 14.9 | 36.7 | 61.5 | 22.9 | 9.9 | 10.9 | 18.4 | 6.5 | 18.0 | 12.1 | 10.1 | 22.0 | 29.3 | 9.4 | 0.4 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 14.0 | 16.9 | 21.6 | 12.5 | 37.7 | 9.3 | 11.8 | 10.5 | 14.4 | 13.1 | 8.8 | 13.6 | 13.4 | 26.0 | 21.7 | 38.4 | 51.9 | 22.4 | 15.0 | 15.4 | 17.7 | 11.9 | 14.3 | 10.5 | 10.8 | 10.1 | 16.2 | 9.8 | 8.4 |
| Treynor Ratio | NA | -21.71 | NA | NA | NA | NA | NA | NA | -1017402599.84 | -0.02 | 0.08 | -0.3 | 0.31 | -0.05 | 0.28 | -0.08 | 0.18 | 0.04 | 0.0 | 0.2 | 0.07 | 0.37 | -0.09 | 0.21 | 0.35 | -0.45 | -0.14 | 2.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -6525.58 | -2158.6 | -1295.39 | -646.51 | NA | NA | -227.69 | -20379.76 | 0.05 | 0.02 | -0.03 | 0.06 | 0.02 | 0.03 | 0.01 | 0.01 | 0.01 | 0.01 | 0.04 | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.06 | -0.01 | 0.11 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 825.42 | 140.29 | 111.9 | 47.37 | NA | NA | 17.68 | 4549.14 | 0.83 | 0.94 | 0.91 | 0.83 | 1.05 | 0.76 | 0.78 | 0.73 | 0.7 | 0.72 | 0.67 | 0.83 | 0.8 | 0.91 | 0.89 | 1.01 | 1.03 | 0.87 | 0.14 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.7 | 0.74 | 0.79 | 0.62 | 0.77 | 0.49 | 0.62 | 0.28 | 0.72 | 0.75 | 0.7 | 0.84 | 0.81 | 0.9 | 0.86 | 0.78 | 0.68 | 0.72 | 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 | 110.2 | 32.3 | 27.2 | 12.8 | 12.9 | 8.9 | N/A | 103.1 | 1.8 | 1.1 | 1.2 | 2.7 | 0.7 | 6.9 | 3.5 | 6.7 | 3.8 | 2.5 | 4.0 | 3.8 | 7.5 | 3.1 | 3.5 | 7.6 | 1.2 | 33.3 | 12.9 | 1.3 | 1.7 | 4.5 | 4.5 | 4.7 | 6.3 | 5.6 | 4.5 | 4.4 | 1.2 |
| Dividend Growth(%) | N/A | 10731.5 | 1001.6 | 393.7 | 23.2 | N/A | N/A | N/A | 5460.5 | 91.4 | -36.0 | -42.8 | 272.3 | -88.9 | 77.2 | -43.7 | 75.0 | 43.9 | -29.2 | 2.8 | -37.4 | 111.7 | 3.6 | -41.2 | 236.6 | -97.9 | 207.0 | 1031.6 | -1.5 | -50.0 | 0.0 | 0.0 | -10.3 | -3.3 | -4.6 | 22.9 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/1996
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