Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABPAX (AB CONSERVATIVE WEALTH STRATEGY CLASS A) | 1.81% | 8.45% | 7.34% | 0.34% | 2.99% | 3.04% | 3.24% | … | … |
Data as of 06/05/2026, Common starting date is 12/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABPAX (AB CONSERVATIVE WEALTH STRATEGY CLASS A) | 12/16/2003 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.45 | 8.45 | 7.34 | 0.34 | 2.99 | 3.04 | 3.24 | … | … | 1.81 | 6.44 | 5.72 | 14.19 | -23.01 | 7.70 | 4.38 | 14.62 | -5.74 | 8.42 | 3.65 | -0.72 | 3.56 | 6.31 | 7.06 | -0.05 | 8.98 | 19.06 | -19.29 | 4.70 | 9.58 | 4.33 | 7.29 | 1.11 |
| Sharpe Ratio | NA | 0.93 | 0.49 | -0.14 | 0.15 | NA | NA | … | … | 0.56 | 0.29 | 0.24 | 1.11 | -1.29 | 1.12 | 0.27 | 3.01 | -1.20 | 2.94 | 0.66 | -0.16 | 0.98 | 1.48 | 1.59 | -0.01 | 1.29 | 1.80 | -1.49 | 0.25 | 1.40 | 0.56 | 1.37 | 8.49 |
| Standard Deviation(%) | NA | 8.91 | 10.27 | 12.27 | 10.40 | NA | NA | … | … | 10.21 | 12.37 | 8.81 | 9.60 | 19.03 | 6.83 | 15.13 | 4.36 | 5.96 | 2.65 | 5.18 | 4.71 | 3.61 | 4.25 | 4.43 | 7.71 | 6.86 | 10.54 | 13.53 | 6.16 | 4.43 | 3.67 | 4.61 | 3.71 |
| Draw Down(%) | NA | 9.29 | 15.77 | 26.79 | 26.79 | NA | NA | … | … | 7.70 | 14.42 | 5.63 | 9.19 | 25.64 | 3.39 | 21.79 | 1.90 | 8.63 | 0.95 | 3.69 | 5.37 | 3.30 | 4.71 | 4.02 | 7.79 | 4.94 | 11.06 | 26.88 | 3.53 | 3.95 | 2.62 | 5.30 | 0.38 |
| Yield(%) | 0.00 | 1.31 | 1.27 | 1.13 | 2.43 | 2.33 | 2.64 | … | … | 0.00 | 1.31 | 1.32 | 1.00 | 0.00 | 2.81 | 3.51 | 3.85 | 0.77 | 7.64 | 2.57 | 2.12 | 0.53 | 3.02 | 1.82 | 2.18 | 2.32 | 3.11 | 4.28 | 4.65 | 3.66 | 2.19 | 1.62 | 0.34 |
Data as of 06/05/2026, Common starting date is 12/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABPAX (AB CONSERVATIVE WEALTH STRATEGY CLASS A) |
-5.63%
Feb 2006 – Feb 2009 |
-1.34%
Sep 2017 – Sep 2022 |
1.07%
Oct 2013 – Oct 2023 |
1.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABPAX (AB CONSERVATIVE WEALTH STRATEGY CLASS A) |
13.41%
Feb 2009 – Feb 2012 |
9.97%
Feb 2009 – Feb 2014 |
6.23%
Feb 2009 – Feb 2019 |
4.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart