Nasdaq - Delayed Quote USD

AB Global Real Estate Investment Fund (AREAX)

13.34 +0.05 (+0.38%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.52%
5y Average Return -0.29%
Number of Years Up 18
Number of Years Down 9
Best 1Y Total Return (Apr 26, 2024) 34.97%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 34.97%
Worst 3Y Total Return -4.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AREAX
Category
YTD
-0.56%
14.32%
1-Month
3.50%
0.73%
3-Month
-0.56%
8.73%
1-Year
8.04%
32.33%
3-Year
-0.65%
7.75%
5-Year
0.80%
6.57%
10-Year
3.89%
6.49%
Last Bull Market
41.50%
23.44%
Last Bear Market
-16.84%
-20.52%

Annual Total Return (%) History

Year
AREAX
Category
2024
--
--
2023
11.41%
--
2022
-25.85%
--
2021
25.55%
--
2020
-5.52%
-5.43%
2019
22.72%
23.45%
2018
-5.08%
-7.11%
2017
13.42%
15.12%

2016
2.83%
1.97%
2015
-0.27%
-0.92%
2014
13.65%
11.67%
2013
5.70%
2.92%
2012
29.15%
31.78%
2011
-8.10%
-10.10%
2010
18.29%
17.22%
2009
34.97%
37.01%
2008
-45.96%
-46.63%
2007
-9.07%
-7.68%
2006
34.60%
39.00%
2005
11.61%
13.40%
2004
34.80%
35.79%
2003
38.57%
41.26%
2002
2.89%
5.60%
2001
9.87%
7.01%
2000
26.58%
19.66%
1999
-6.70%
-0.11%
1998
-20.22%
-14.82%
1997
22.98%
19.62%
1996
--
4.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.56% -- -- --
2023 2.54% 0.53% -6.30% 15.35%
2022 -5.23% -16.84% -12.91% 8.04%
2021 5.18% 9.24% -0.93% 10.28%
2020 -27.03% 11.53% 2.59% 13.16%
2019 14.93% 0.05% 3.51% 3.10%
2018 -4.13% 5.54% 0.05% -6.23%
2017 2.93% 4.23% 2.13% 3.51%
2016 4.97% 2.65% 2.06% -6.50%
2015 4.09% -5.32% -3.33% 4.68%

2014 2.40% 7.85% -4.06% 7.26%
2013 8.65% -5.07% 2.14% 0.33%
2012 13.48% 0.59% 5.32% 7.43%
2011 2.71% 3.88% -20.35% 8.14%
2010 3.21% -9.05% 19.59% 5.37%
2009 -20.03% 28.75% 25.54% 4.42%
2008 -6.09% -9.04% -8.52% -30.85%
2007 4.21% -7.09% 2.96% -8.79%
2006 16.29% -1.94% 8.94% 8.35%
2005 -8.07% 12.92% 4.48% 2.91%
2004 12.75% -5.54% 8.74% 16.40%
2003 1.90% 12.29% 9.95% 10.14%
2002 7.56% 5.03% -8.86% -0.08%
2001 -2.25% 10.27% -2.50% 4.54%
2000 3.08% 12.10% 7.59% 1.82%
1999 -5.47% 11.56% -10.16% -1.52%
1998 -0.12% -6.88% -12.33% -2.16%
1997 1.96% 4.53% 14.54% 0.73%
1996 19.93% -- -- --

Rank in Category (By Total Return)

YTD 38
1-Month 37
3-Month 38
1-Year 48
3-Year 49
5-Year 49

Load Adjusted Returns

1-Year 3.45%
3-Year -2.08%
5-Year -0.08%
10-Year 3.44%

Performance & Risk

YTD Return -6.52%
5y Average Return -0.29%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Global Real Estate
Fund Family AllianceBernstein
Net Assets 57.36M
YTD Return -0.56%
Yield 1.25%
Morningstar Rating
Inception Date Mar 01, 2005

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of real estate investment trusts, or REITs, and other real estate industry companies, such as real estate operating companies, or REOCs. It invests in U.S. and non-U.S. issuers. Under normal circumstances, it invests significantly (at least 40%--unless market conditions are not deemed favorable by the Adviser) in securities of non-U.S. companies. In addition, the fund invests, under normal circumstances, in the equity securities of companies located in at least three countries.

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