Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TARRX (AllianceBernstein Corporate Shares – AllianceBernstein Tax-Aware Real Return Income Shares) | NA | 1.18% | 4.17% | NA | NA | NA | NA | … | … |
Data as of 04/15/2024, Common starting date is 11/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TARRX (AllianceBernstein Corporate Shares – AllianceBernstein Tax-Aware Real Return Income Shares) | 11/13/2019 | 04/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.18 | 4.17 | NA | NA | NA | NA | … | … | 0.54 | 5.13 | -5.07 | 18.92 | 6.55 | 2.10 |
| Sharpe Ratio | NA | -0.39 | 0.20 | NA | NA | NA | NA | … | … | -0.20 | 0.11 | -0.48 | 2.98 | 0.39 | 2.62 |
| Standard Deviation(%) | NA | 7.14 | 9.90 | NA | NA | NA | NA | … | … | 8.70 | 7.83 | 13.55 | 6.37 | 16.15 | 6.40 |
| Draw Down(%) | NA | 4.82 | 14.42 | NA | NA | NA | NA | … | … | 2.63 | 5.36 | 14.42 | 3.45 | 26.39 | 0.98 |
| Yield(%) | 0.00 | 9.45 | 9.07 | 6.37 | 3.19 | 2.12 | 1.59 | … | … | 0.39 | 9.56 | 8.04 | 10.51 | 0.84 | 0.00 |
Data as of 04/15/2024, Common starting date is 11/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TARRX (AllianceBernstein Corporate Shares – AllianceBernstein Tax-Aware Real Return Income Shares) |
4.44%
Mar 2021 – Mar 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TARRX (AllianceBernstein Corporate Shares – AllianceBernstein Tax-Aware Real Return Income Shares) |
13.10%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart