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.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.54% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| APPRX | Category Average | APPRX | Category Average | APPRX | Category Average | |
| Alpha | -2.3 | -0.01 | -3.59 | -0.01 | -2.98 | -0 |
| BETA | 1.09 | 0.01 | 0.99 | 0.01 | 0.91 | 0.01 |
| Mean Annual Return | -0.09 | 0.01 | 0.2 | 0.01 | 0.21 | 0.01 |
| R-squared | 91.2 | 0.93 | 89.9 | 0.92 | 87.69 | 0.92 |
| Standard Deviation | 14.19 | 0.13 | 13.1 | 0.1 | 9.74 | 0.09 |
| Sharpe Ratio | -0.3 | 0.01 | 0.01 | 0.01 | 0.1 | 0.01 |
| Treynor Ratio | -4.76 | 0.09 | -0.69 | 0.09 | 0.57 | 0.07 |
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