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AWARX: AB WEALTH APPRECIATION STRATEGY CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/18/2004 |
| Last Dividend Date: | 05/21/2024 |
| 12-Mo. Yield | 123.70% |
| Expenses | 1.47% |
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Performance Analytics (As of 06/05/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/18/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | NA | 3018.0 | 745.9 | 196.7 | 114.9 | 76.9 | 75.3 | NA | 20.1 | -19.0 | 19.7 | 12.3 | 24.6 | -10.2 | 21.1 | 5.1 | -2.4 | 3.4 | 23.4 | 13.3 | -9.2 | 12.5 | 31.8 | -43.6 | 5.7 | 17.1 | 10.5 | 9.4 |
| Sharpe Ratio | NA | 3179.8 | 5.13 | 1.63 | 0.61 | NA | NA | 0.33 | NA | 1.28 | -0.92 | 1.52 | 0.38 | 2.1 | -0.79 | 3.13 | 0.37 | -0.19 | 0.32 | 2.04 | 0.95 | -0.36 | 0.59 | 1.09 | -1.07 | 0.15 | 1.14 | 0.85 | 0.9 |
| Draw Down(%) | NA | 10.9 | 26.9 | 34.4 | 34.4 | NA | NA | 60.6 | 5.3 | 10.9 | 26.5 | 5.6 | 34.4 | 6.5 | 20.1 | 1.8 | 11.8 | 13.2 | 9.6 | 8.0 | 14.0 | 25.4 | 17.9 | 27.3 | 54.7 | 11.4 | 12.6 | 6.6 | 7.9 |
| Standard Deviation(%) | NA | 1016.8 | 587.7 | 455.3 | 322.1 | NA | NA | 226.6 | 1553.1 | 12.5 | 22.3 | 12.9 | 31.7 | 11.1 | 14.6 | 6.6 | 13.2 | 13.0 | 10.6 | 11.4 | 14.1 | 25.9 | 21.0 | 29.2 | 41.7 | 17.9 | 12.1 | 9.7 | 10.9 |
| Treynor Ratio | NA | 12.02 | 0.06 | 0.04 | 0.01 | NA | NA | 0.01 | NA | 0.18 | -0.23 | 0.21 | 0.14 | 0.27 | -0.14 | 0.23 | 0.05 | -0.03 | 0.04 | 0.23 | 0.13 | -0.09 | 0.11 | 0.3 | -0.44 | 0.02 | 0.12 | 0.09 | 0.11 |
| Alpha | NA | 10117.71 | 3435.0 | 2058.66 | 1028.18 | NA | NA | 507.37 | 23568.63 | -0.02 | -0.01 | -0.02 | -0.02 | -0.01 | -0.03 | 0.0 | -0.02 | -0.01 | -0.03 | -0.03 | -0.01 | -0.04 | -0.02 | 0.01 | -0.04 | 0.0 | 0.0 | 0.02 | 0.01 |
| Beta | NA | 2690.47 | 544.67 | 193.37 | 149.29 | NA | NA | 67.66 | 5737.81 | 0.91 | 0.88 | 0.93 | 0.87 | 0.86 | 0.83 | 0.91 | 0.96 | 0.81 | 0.89 | 0.99 | 1.06 | 1.08 | 1.1 | 1.06 | 1.01 | 1.08 | 1.13 | 0.91 | 0.92 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.92 | 0.96 | 0.92 | 0.9 | 0.96 | 0.95 | 0.86 | 0.93 | 0.93 | 0.93 | 0.93 | 0.94 | 0.98 | 0.92 | 0.97 | 0.98 | 0.91 | 0.9 | 0.91 | 0.89 |
| Yield(%) | N/A | 123.7 | 37.8 | 31.9 | 18.0 | 21.4 | 13.4 | N/A | 113.9 | 2.2 | 5.4 | 9.3 | 2.6 | 3.8 | 2.6 | 7.8 | 5.5 | 1.0 | 2.0 | 1.5 | 0.0 | 1.1 | 0.6 | 1.3 | 4.4 | 3.6 | 2.4 | 0.7 | 0.8 |
| Dividend Growth(%) | N/A | 1803.9 | 1578.4 | 797.3 | 1151.7 | N/A | N/A | N/A | 6007.0 | -69.3 | -35.3 | 277.7 | -16.1 | 25.5 | -61.9 | 45.0 | 415.1 | -46.9 | 57.1 | N/A | -100.0 | 117.7 | -41.0 | -84.5 | 20.7 | 72.3 | 261.1 | 3.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/18/2004
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