Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWAAX (AB WEALTH APPRECIATION STRATEGY CLASS A) | 8.75% | 25.14% | 19.96% | 7.44% | 9.83% | 8.39% | 6.37% | … | … |
Data as of 06/05/2026, Common starting date is 12/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWAAX (AB WEALTH APPRECIATION 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 (%) | -2.61 | 25.14 | 19.96 | 7.44 | 9.83 | 8.39 | 6.37 | … | … | 8.75 | 21.24 | 18.87 | 20.73 | -23.26 | 11.83 | 10.89 | 25.13 | -9.79 | 21.68 | 5.55 | -1.98 | 3.91 | 23.75 | 13.76 | -8.88 | 12.86 | 32.20 | -43.44 | 6.06 | 17.48 | 10.88 | 13.69 | 3.77 |
| Sharpe Ratio | NA | 1.72 | 1.15 | 0.29 | 0.48 | NA | NA | … | … | 1.22 | 1.06 | 1.23 | 1.38 | -1.09 | 0.77 | 0.33 | 2.14 | -0.77 | 3.22 | 0.41 | -0.15 | 0.37 | 2.06 | 0.98 | -0.34 | 0.61 | 1.10 | -1.06 | 0.16 | 1.17 | 0.88 | 1.18 | 25.64 |
| Standard Deviation(%) | NA | 13.08 | 14.53 | 16.68 | 17.17 | NA | NA | … | … | 15.73 | 17.37 | 12.44 | 12.51 | 22.76 | 15.39 | 31.88 | 11.08 | 14.53 | 6.55 | 13.15 | 12.99 | 10.54 | 11.49 | 14.06 | 25.88 | 20.87 | 29.28 | 41.59 | 17.86 | 12.09 | 9.81 | 10.72 | 5.99 |
| Draw Down(%) | NA | 9.71 | 17.64 | 31.70 | 34.36 | NA | NA | … | … | 9.71 | 17.64 | 8.99 | 10.71 | 26.26 | 11.68 | 34.36 | 6.44 | 19.79 | 1.78 | 11.75 | 13.03 | 9.50 | 7.88 | 13.95 | 25.33 | 17.90 | 27.21 | 54.55 | 11.34 | 12.57 | 6.58 | 7.77 | 0.00 |
| Yield(%) | 0.00 | 7.60 | 6.34 | 3.53 | 4.88 | 4.54 | 3.63 | … | … | 0.00 | 8.01 | 6.44 | 2.68 | 1.08 | 1.39 | 1.24 | 4.64 | 3.12 | 8.37 | 5.97 | 1.54 | 2.38 | 2.18 | 0.93 | 1.52 | 0.94 | 1.42 | 4.50 | 3.84 | 2.44 | 0.68 | 0.87 | 0.24 |
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 |
|---|---|---|---|---|
| AWAAX (AB WEALTH APPRECIATION STRATEGY CLASS A) |
-18.21%
Feb 2006 – Feb 2009 |
-6.76%
Feb 2004 – Feb 2009 |
2.03%
Feb 2006 – Feb 2016 |
2.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWAAX (AB WEALTH APPRECIATION STRATEGY CLASS A) |
23.08%
Feb 2009 – Feb 2012 |
18.91%
Feb 2009 – Feb 2014 |
11.89%
Feb 2009 – Feb 2019 |
10.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart