Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATWCX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY CLASS C) | 9.50% | 23.95% | 18.63% | 7.61% | 9.95% | 8.48% | 6.13% | … | … |
Data as of 06/11/2026, Common starting date is 09/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATWCX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY CLASS C) | 09/04/2003 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.93 | 23.95 | 18.63 | 7.61 | 9.95 | 8.48 | 6.13 | … | … | 9.50 | 20.23 | 17.48 | 19.36 | -22.71 | 14.17 | 11.24 | 24.24 | -10.54 | 21.87 | 4.08 | -1.60 | 3.99 | 25.53 | 13.14 | -9.04 | 8.60 | 28.23 | -43.08 | 5.64 | 13.44 | 11.09 | 11.40 | 6.83 |
| Sharpe Ratio | NA | 1.63 | 1.07 | 0.30 | 0.47 | NA | NA | … | … | 1.14 | 1.00 | 1.12 | 1.27 | -1.09 | 1.01 | 0.35 | 2.05 | -0.82 | 3.30 | 0.29 | -0.12 | 0.37 | 2.19 | 0.94 | -0.35 | 0.42 | 1.01 | -1.10 | 0.14 | 0.86 | 0.90 | 0.94 | 2.04 |
| Standard Deviation(%) | NA | 13.14 | 14.53 | 16.30 | 16.96 | NA | NA | … | … | 15.74 | 17.43 | 12.41 | 12.47 | 22.32 | 13.94 | 31.71 | 11.08 | 14.57 | 6.45 | 13.20 | 13.29 | 10.69 | 11.63 | 14.08 | 25.58 | 20.24 | 27.98 | 40.03 | 17.45 | 11.67 | 9.83 | 11.03 | 10.72 |
| Draw Down(%) | NA | 9.79 | 17.73 | 30.00 | 34.47 | NA | NA | … | … | 9.79 | 17.73 | 9.11 | 10.87 | 26.63 | 8.98 | 34.47 | 6.54 | 20.34 | 1.75 | 11.85 | 12.99 | 9.19 | 7.67 | 13.86 | 24.32 | 18.58 | 26.20 | 52.97 | 10.91 | 12.06 | 6.91 | 8.54 | 4.10 |
| Yield(%) | 0.00 | 3.84 | 2.44 | 1.33 | 3.36 | 3.49 | 2.67 | … | … | 0.00 | 4.08 | 1.46 | 0.76 | 0.34 | 0.00 | 0.00 | 4.62 | 3.52 | 12.79 | 2.25 | 6.28 | 1.84 | 1.62 | 0.00 | 0.43 | 0.30 | 0.76 | 0.11 | 2.95 | 0.33 | 1.21 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 09/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATWCX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY CLASS C) |
-18.72%
Feb 2006 – Feb 2009 |
-7.66%
Feb 2004 – Feb 2009 |
1.22%
Feb 2006 – Feb 2016 |
1.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATWCX (AB TAX-MANAGED WEALTH APPRECIATION STRATEGY CLASS C) |
20.87%
May 2023 – May 2026 |
17.34%
Feb 2009 – Feb 2014 |
10.99%
Feb 2009 – Feb 2019 |
9.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart