Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACICX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY CLASS C) | NA | 3.52% | 0.64% | 1.71% | 1.40% | 2.23% | 2.88% | … | … |
Data as of 02/15/2017, Common starting date is 08/17/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACICX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY CLASS C) | 08/17/1993 | 02/15/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.52 | 0.64 | 1.71 | 1.40 | 2.23 | 2.88 | … | … | 0.89 | 0.31 | -0.53 | 1.67 | 5.12 | 4.79 | -0.52 | 3.07 | 12.78 | -14.18 | 3.87 | 5.21 | 3.32 | 3.40 | 6.88 | -0.43 | -4.76 | 4.69 | 3.85 | 13.26 | 10.89 | 3.93 | 18.08 | -5.62 | -1.21 |
| Sharpe Ratio | NA | 1.08 | 0.16 | 0.43 | 0.16 | NA | NA | … | … | 5.24 | 0.03 | -0.14 | 0.52 | 1.33 | 1.19 | -0.08 | 0.50 | 1.55 | -1.38 | 0.17 | 0.51 | 0.35 | 0.66 | 1.05 | -0.25 | -0.93 | 0.16 | 0.14 | 1.64 | -6.73 | 0.06 | 1.81 | -1.56 | -1.21 |
| Standard Deviation(%) | NA | 3.47 | 3.68 | 3.79 | 6.13 | NA | NA | … | … | 1.36 | 4.03 | 4.05 | 3.18 | 3.82 | 4.03 | 7.15 | 6.02 | 8.20 | 10.93 | 5.16 | 3.74 | 3.30 | 3.70 | 5.88 | 6.13 | 7.74 | 4.08 | 4.48 | 6.06 | 6.56 | 7.62 | 7.87 | 5.49 | 4.32 |
| Draw Down(%) | NA | 2.54 | 5.67 | 5.67 | 20.76 | NA | NA | … | … | 0.20 | 3.13 | 4.36 | 2.62 | 4.11 | 3.77 | 6.93 | 5.46 | 7.62 | 18.71 | 3.10 | 3.62 | 2.30 | 4.14 | 6.26 | 6.17 | 10.90 | 3.06 | 2.77 | 6.57 | 4.84 | 4.89 | 4.85 | 7.84 | 3.76 |
| Yield(%) | 0.00 | 7.17 | 4.75 | 3.56 | 2.60 | 2.36 | 3.35 | … | … | 5.50 | 1.57 | 3.76 | 4.10 | 2.59 | 0.40 | 1.06 | 0.71 | 1.52 | 1.47 | 4.52 | 2.40 | 0.56 | 0.10 | 0.03 | 2.04 | 1.81 | 7.09 | 8.14 | 8.62 | 10.33 | 3.23 | 4.48 | 3.22 | 0.85 |
Data as of 02/15/2017, Common starting date is 08/17/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACICX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY CLASS C) |
-4.02%
Feb 2006 – Feb 2009 |
-1.13%
Feb 2004 – Feb 2009 |
0.57%
Feb 1999 – Feb 2009 |
1.69%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACICX (AB TAX-MANAGED CONSERVATIVE WEALTH STRATEGY CLASS C) |
11.31%
Mar 1995 – Mar 1998 |
9.86%
Dec 1994 – Dec 1999 |
5.79%
Dec 1994 – Dec 2004 |
4.46%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart