Nasdaq - Delayed Quote USD

AB Wealth Appreciation Strategy C (AWACX)

20.25 -0.12 (-0.59%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.09%
5y Average Return 8.54%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 31.20%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 31.20%
Worst 3Y Total Return 1.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AWACX
Category
YTD
11.05%
12.08%
1-Month
3.60%
0.64%
3-Month
11.05%
6.49%
1-Year
24.87%
38.01%
3-Year
6.57%
12.74%
5-Year
9.81%
12.82%
10-Year
7.21%
9.05%
Last Bull Market
35.59%
18.82%
Last Bear Market
-14.48%
-20.53%

Annual Total Return (%) History

Year
AWACX
Category
2024
--
--
2023
19.75%
--
2022
-19.26%
--
2021
19.45%
--
2020
11.92%
12.96%
2019
24.22%
25.26%
2018
-10.46%
-10.06%
2017
20.70%
22.28%

2016
4.81%
6.93%
2015
-2.69%
-0.92%
2014
3.12%
3.67%
2013
22.90%
24.08%
2012
12.93%
14.39%
2011
-9.47%
-7.19%
2010
11.97%
14.49%
2009
31.20%
34.45%
2008
-43.79%
-41.13%
2007
5.27%
12.16%
2006
16.68%
19.88%
2005
10.10%
10.91%
2004
12.85%
16.90%
2003
--
34.18%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.05% -- -- --
2023 6.50% 5.87% -3.99% 10.62%
2022 -6.46% -14.48% -7.66% 9.32%
2021 5.97% 6.63% -0.42% 6.16%
2020 -22.49% 18.77% 7.37% 13.23%
2019 11.69% 2.88% -0.12% 8.24%
2018 -0.43% 0.12% 3.44% -13.17%
2017 5.69% 3.42% 4.70% 5.46%
2016 -0.83% 0.56% 4.52% 0.55%
2015 2.88% 0.59% -9.12% 3.48%

2014 1.02% 4.71% -3.28% 0.79%
2013 6.37% -0.16% 8.33% 6.82%
2012 12.70% -7.54% 5.38% 2.85%
2011 5.29% -1.75% -19.38% 8.56%
2010 4.13% -14.05% 13.63% 10.11%
2009 -11.64% 19.00% 19.46% 4.45%
2008 -10.59% -2.36% -15.13% -24.13%
2007 2.34% 4.77% 2.31% -4.04%
2006 6.95% -2.87% 3.67% 8.34%
2005 -3.45% 2.64% 6.71% 4.11%
2004 2.59% 0.45% -0.99% 10.60%
2003 9.99% -- -- --

Rank in Category (By Total Return)

YTD 6
1-Month 31
3-Month 6
1-Year 21
3-Year 49
5-Year 50

Load Adjusted Returns

1-Year 23.87%
3-Year 6.57%
5-Year 9.81%
10-Year 7.21%

Performance & Risk

YTD Return 7.09%
5y Average Return 8.54%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family AllianceBernstein
Net Assets 1.24B
YTD Return 11.05%
Yield 0.08%
Morningstar Rating
Inception Date Sep 02, 2003

Fund Summary

The fund invests primarily in equity securities, either directly or through underlying investment companies advised by the Adviser ("Underlying Portfolios"). A majority of the fund's assets are expected to be invested directly in U.S. large-cap equity securities, primarily common stocks, in accordance with the Adviser's U.S. Strategic Equities investment strategy ("U.S. Strategic Equities").

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