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Nasdaq - Delayed Quote USD

The AB Portfolios - AB Sustainable Thematic Balanced Portfolio (APPRX)

12.06
+0.02
+(0.17%)
As of June 5 at 8:00:04 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.27%
5y Average Return 2.73%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (May 20, 2024) 18.54%
Worst 1Y Total Return (May 20, 2024) --
Best 3Y Total Return 18.54%
Worst 3Y Total Return -3.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
APPRX
Category
YTD
-0.61%
9.69%
1-Month
-4.01%
0.91%
3-Month
-0.43%
5.21%
1-Year
8.58%
27.06%
3-Year
-2.05%
11.00%
5-Year
1.52%
10.26%
10-Year
2.05%
8.34%
Last Bull Market
15.83%
15.58%
Last Bear Market
-13.00%
-12.16%

Annual Total Return (%) History

Year
APPRX
Category
2024
--
--
2023
13.94%
--
2022
-19.86%
--
2021
8.18%
--
2020
4.02%
11.72%
2019
14.12%
19.23%
2018
-6.02%
-5.76%
2017
7.91%
13.21%

2016
3.14%
7.34%
2015
-1.10%
-1.93%
2014
3.14%
6.21%
2013
5.90%
16.48%
2012
6.75%
11.72%
2011
-0.49%
-0.11%
2010
8.28%
11.83%
2009
18.54%
24.13%
2008
-19.55%
-28.00%
2007
4.24%
5.99%
2006
9.34%
11.29%
2005
4.04%
5.13%
2004
--
8.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.54% -- -- --
2023 5.28% 3.72% -3.94% 8.63%
2022 -9.31% -13.00% -4.66% 6.54%
2021 1.42% 5.20% -1.18% 2.61%
2020 -14.59% 8.91% 4.09% 7.43%
2019 6.76% 2.88% 1.20% 2.67%
2018 -0.90% 0.17% 0.50% -5.78%
2017 2.49% 1.62% 1.75% 1.83%
2016 0.92% 1.08% 1.81% -0.69%
2015 1.79% -0.56% -3.22% 0.95%

2014 0.96% 2.57% -1.13% 0.74%
2013 2.12% -1.62% 2.97% 2.37%
2012 4.66% -1.92% 2.79% 1.17%
2011 2.31% 0.25% -5.87% 3.07%
2010 2.52% -3.33% 6.30% 2.78%
2009 -3.58% 9.41% 9.89% 2.26%
2008 -3.01% -1.72% -6.57% -9.66%
2007 1.93% 0.56% 2.23% -0.52%
2006 2.49% -0.59% 3.46% 3.72%
2005 -1.95% 2.40% 2.24% 1.35%
2004 -1.47% 1.72% 4.55% --

Rank in Category (By Total Return)

YTD 96
1-Month 92
3-Month 96
1-Year 72
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year 8.58%
3-Year -2.05%
5-Year 1.52%
10-Year 2.05%

Performance & Risk

YTD Return 4.27%
5y Average Return 2.73%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family AllianceBernstein
Net Assets 96.33M
YTD Return -0.61%
Yield 0.65%
Morningstar Rating
Inception Date Mar 01, 2005

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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