Nasdaq - Delayed Quote USD

AB Sustainable Thematic Bal Port C (ABPCX)

11.53 +0.05 (+0.44%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.26%
5y Average Return 1.17%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 18.17%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 18.17%
Worst 3Y Total Return -3.80%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ABPCX
Category
YTD
3.37%
9.69%
1-Month
1.10%
0.91%
3-Month
3.37%
5.21%
1-Year
11.58%
27.06%
3-Year
-0.22%
11.00%
5-Year
2.16%
10.26%
10-Year
2.11%
8.34%
Last Bull Market
17.11%
15.58%
Last Bear Market
-13.14%
-12.16%

Annual Total Return (%) History

Year
ABPCX
Category
2024
--
--
2023
13.33%
--
2022
-20.24%
--
2021
7.74%
--
2020
3.62%
11.72%
2019
13.72%
19.23%
2018
-6.35%
-5.76%
2017
7.51%
13.21%

2016
2.81%
7.34%
2015
-1.44%
-1.93%
2014
2.79%
6.21%
2013
5.55%
16.48%
2012
6.36%
11.72%
2011
-0.77%
-0.11%
2010
7.88%
11.83%
2009
18.17%
24.13%
2008
-19.89%
-28.00%
2007
4.03%
5.99%
2006
8.82%
11.29%
2005
3.58%
5.13%
2004
7.33%
8.86%
2003
--
20.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.37% -- -- --
2023 5.00% 3.73% -4.05% 8.44%
2022 -9.43% -13.14% -4.85% 6.55%
2021 1.34% 5.05% -1.26% 2.50%
2020 -14.69% 8.85% 4.02% 7.29%
2019 6.60% 2.89% 1.04% 2.61%
2018 -1.07% 0.08% 0.50% -5.88%
2017 2.35% 1.56% 1.61% 1.79%
2016 0.85% 0.93% 1.75% -0.72%
2015 1.73% -0.65% -3.34% 0.88%

2014 0.93% 2.43% -1.23% 0.66%
2013 2.06% -1.72% 2.89% 2.27%
2012 4.51% -1.97% 2.71% 1.07%
2011 2.25% 0.16% -5.91% 2.98%
2010 2.45% -3.44% 6.27% 2.62%
2009 -3.62% 9.24% 9.87% 2.16%
2008 -3.10% -1.82% -6.69% -9.75%
2007 1.88% 0.54% 2.11% -0.54%
2006 2.43% -0.77% 3.45% 3.50%
2005 -2.04% 2.25% 2.10% 1.28%
2004 2.82% -1.66% 1.63% 4.45%
2003 3.22% -- -- --

Rank in Category (By Total Return)

YTD 90
1-Month 98
3-Month 90
1-Year 83
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year 10.58%
3-Year -0.22%
5-Year 2.16%
10-Year 2.11%

Performance & Risk

YTD Return -0.26%
5y Average Return 1.17%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family AllianceBernstein
Net Assets 103.41M
YTD Return 3.37%
Yield 0.00%
Morningstar Rating
Inception Date Sep 02, 2003

Fund Summary

The fund invests in a diversified portfolio of equity and fixed-income securities. Normally, the fund’s investments will consist of approximately 60% equity securities and 40% fixed-income securities, but these target allocations may vary. The fund will not purchase a security if as a result less than 25% of its total assets would be invested in either equity securities or fixed-income securities. Under normal circumstances, at least 80% of its net assets will be invested in securities of issuers that meet the fund’s sustainability criteria.

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