Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Bernstein Smart Money Strategic Asset Allocation – Optimal Moderate | NA | 20.99% | 2.97% | 6.17% | 5.20% | 6.36% | 6.11% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bernstein Smart Money Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 20.99 | 2.97 | 6.17 | 5.20 | 6.36 | 6.11 | … | … | 0.06 | 7.12 | 11.71 | -10.89 | 9.33 | 10.24 | 16.56 | -6.15 | 11.03 | 8.25 | -2.62 | 4.84 | 10.64 | 11.57 | -3.51 | 14.87 | 27.38 | -25.19 | 6.57 | 14.01 | 10.53 | 13.83 | 24.74 | -3.65 | 1.09 |
| Sharpe Ratio | NA | 0.24 | -0.18 | 0.23 | 0.36 | NA | NA | … | … | 0.00 | 0.08 | 0.98 | -1.01 | 1.19 | 0.53 | 2.54 | -0.91 | 2.61 | 0.96 | -0.31 | 0.79 | 1.46 | 1.50 | -0.24 | 1.24 | 1.38 | -1.07 | 0.35 | 1.38 | 1.25 | 1.64 | 3.12 | -0.48 | -0.12 |
| Standard Deviation(%) | NA | 6.84 | 9.22 | 11.57 | 9.64 | NA | NA | … | … | 4.78 | 6.95 | 7.63 | 12.18 | 7.80 | 18.78 | 5.97 | 8.19 | 3.98 | 8.37 | 8.61 | 6.09 | 7.26 | 7.69 | 14.59 | 11.94 | 19.73 | 24.45 | 10.23 | 7.79 | 6.67 | 7.87 | 7.70 | 9.89 | 9.81 |
| Draw Down(%) | NA | 4.07 | 17.81 | 23.49 | 23.49 | NA | NA | … | … | 0.32 | 3.90 | 7.10 | 18.06 | 3.30 | 23.49 | 3.58 | 11.91 | 1.55 | 6.56 | 10.15 | 4.70 | 6.97 | 6.86 | 14.18 | 9.10 | 18.45 | 37.02 | 6.16 | 9.03 | 4.54 | 9.36 | 6.03 | 16.74 | 12.71 |
| Yield(%) | NA | 3.58 | 2.73 | 2.64 | 2.38 | NA | NA | … | … | NA | 1.07 | 3.00 | 2.15 | 2.20 | 2.10 | 3.09 | 2.19 | 0.46 | 3.06 | 2.44 | 2.34 | 2.61 | 2.87 | 2.59 | 2.80 | 3.53 | 3.18 | 3.50 | 3.11 | 2.80 | 2.81 | 3.40 | 3.83 | 4.89 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bernstein Smart Money Strategic Asset Allocation – Optimal Moderate |
-8.70%
Feb 2006 – Feb 2009 |
-0.77%
Feb 2004 – Feb 2009 |
3.87%
Oct 2013 – Oct 2023 |
3.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bernstein Smart Money Strategic Asset Allocation – Optimal Moderate |
20.04%
Feb 2009 – Feb 2012 |
15.34%
Oct 2002 – Oct 2007 |
9.40%
Feb 2009 – Feb 2019 |
8.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart