Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATTAX (AB TAX-AWARE FIXED INCOME PORTFOLIO CLASS A) | 1.27% | 6.35% | 4.46% | 1.28% | 2.58% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATTAX (AB TAX-AWARE FIXED INCOME PORTFOLIO CLASS A) | 12/16/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 6.35 | 4.46 | 1.28 | 2.58 | NA | NA | … | … | 1.27 | 4.43 | 3.51 | 6.73 | -9.58 | 5.11 | 4.54 | 8.65 | 0.26 | 5.14 | 0.10 | 3.25 | 6.96 | -0.10 |
| Sharpe Ratio | NA | 1.37 | 0.37 | -0.30 | 0.21 | NA | NA | … | … | 0.05 | 0.33 | -0.03 | 0.75 | -2.23 | 3.23 | 0.41 | 3.86 | -0.65 | 2.20 | -0.05 | 1.78 | 4.82 | -5.05 |
| Standard Deviation(%) | NA | 2.73 | 4.15 | 4.05 | 4.54 | NA | NA | … | … | 3.06 | 4.75 | 3.57 | 4.13 | 4.95 | 1.57 | 10.34 | 1.86 | 1.74 | 2.05 | 2.37 | 1.81 | 1.44 | 0.50 |
| Draw Down(%) | NA | 3.06 | 5.93 | 14.55 | 18.60 | NA | NA | … | … | 3.06 | 4.96 | 2.59 | 6.05 | 14.36 | 1.90 | 18.60 | 1.43 | 1.95 | 1.32 | 5.63 | 2.19 | 0.90 | 0.10 |
| Yield(%) | 0.00 | 3.46 | 3.60 | 2.78 | 2.74 | 2.28 | 1.71 | … | … | 1.17 | 3.73 | 3.54 | 3.73 | 2.08 | 1.80 | 3.06 | 2.88 | 2.56 | 2.05 | 2.02 | 1.78 | 1.63 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATTAX (AB TAX-AWARE FIXED INCOME PORTFOLIO CLASS A) |
-1.50%
Oct 2019 – Oct 2022 |
0.74%
Oct 2017 – Oct 2022 |
2.48%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATTAX (AB TAX-AWARE FIXED INCOME PORTFOLIO CLASS A) |
6.51%
Oct 2022 – Oct 2025 |
4.84%
Nov 2016 – Nov 2021 |
2.90%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart