Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBTTX (Sanford C. Bernstein Fund Inc. – Tax-Aware Overlay B Portfolio) | 3.91% | 4.29% | 5.68% | 1.71% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBTTX (Sanford C. Bernstein Fund Inc. – Tax-Aware Overlay B Portfolio) | 04/30/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.38 | 4.29 | 5.68 | 1.71 | NA | NA | NA | … | … | 3.91 | 2.80 | 6.41 | 7.53 | -12.90 | 3.85 |
| Sharpe Ratio | NA | 0.32 | 0.41 | -0.11 | NA | NA | NA | … | … | 1.47 | -0.01 | 0.54 | 0.74 | -2.46 | 1.36 |
| Standard Deviation(%) | NA | 8.11 | 6.55 | 6.03 | NA | NA | NA | … | … | 5.43 | 8.47 | 5.15 | 5.31 | 5.86 | 4.20 |
| Draw Down(%) | NA | 7.32 | 7.32 | 15.21 | NA | NA | NA | … | … | 3.88 | 7.06 | 2.73 | 6.69 | 15.16 | 2.37 |
| Yield(%) | 0.00 | 0.00 | 2.56 | 3.08 | 1.56 | 1.04 | 0.78 | … | … | 0.00 | 0.00 | 5.35 | 2.31 | 2.13 | 7.03 |
Data as of 06/10/2026, Common starting date is 04/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBTTX (Sanford C. Bernstein Fund Inc. – Tax-Aware Overlay B Portfolio) |
-0.29%
May 2021 – May 2024 |
2.10%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBTTX (Sanford C. Bernstein Fund Inc. – Tax-Aware Overlay B Portfolio) |
8.49%
Oct 2022 – Oct 2025 |
2.10%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart