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AllianceBern Balance Wealth Strat B (ABWBX)On Dec 28: 10.85   0.00 (0.00%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:26.97%
5-Year Average Return:2.06%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):13.09%
Worst 1-Yr Total Return (2008):-32.84%
Best 3-Yr Total Return (2004-6):10.21%
Worst 3-Yr Total Return (2006-8):-7.45%
LOAD ADJUSTED RETURNS 
1-Year:-0.16%
3-Year:-2.98%
5-Year:2.63%
10-Year:N/A
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnABWBXCategoryDiffIndex*Diff
Year To Date26.9722.214.76N/AN/A
1-Month2.993.58-0.59N/AN/A
3-Month6.215.740.47N/AN/A
1-Year32.6626.146.52N/AN/A
3-Year-3.40-2.18-1.22N/AN/A
5-Year2.062.20-0.14N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)43.1333.999.14N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-9.69-9.13-0.56N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearABWBXCategoryDiff
2009N/AN/AN/A
2008
 
-32.84-28.00-4.84
2007
 
4.365.99-1.63
2006
 
13.0911.291.80
2005
 
6.955.131.82
2004
 
10.678.861.81
2003N/A20.35N/A
2002N/A-12.02N/A
2001N/A-5.05N/A
2000N/A1.82N/A
1999N/A10.71N/A
PAST QUARTERLY RETURNS (%) FOR ABWBX 
Q1Q2Q3Q4
2009-7.0215.8416.02N/A
2008-6.78-2.15-11.29-16.99
20072.082.292.28-2.29
20064.49-1.883.916.15
2005-2.842.914.182.67
20043.13-0.980.827.48
2003N/AN/AN/A6.17
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date236118419.93
1-Month1171123394.97
3-Month909122973.96
6-Month193120815.98
1-Year190118316.06
3-Year55893259.87
5-Year37278447.45

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