Nasdaq - Delayed Quote USD

AB Global Real Estate Investment Advisor (ARSYX)

14.60
-0.05
(-0.34%)
At close: February 14 at 8:00:04 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 3.75%
5y Average Return 0.15%
Number of Years Up 19
Number of Years Down 9
Best 1Y Total Return (Feb 13, 2025) 29.72%
Worst 1Y Total Return (Feb 13, 2025) --
Best 3Y Total Return 29.72%
Worst 3Y Total Return -5.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ARSYX
Category
YTD
1.42%
14.32%
1-Month
1.42%
0.73%
3-Month
-3.39%
8.73%
1-Year
7.61%
32.33%
3-Year
-2.95%
7.75%
5-Year
0.30%
6.57%
10-Year
3.16%
6.49%
Last Bull Market
18.47%
23.44%
Last Bear Market
-16.78%
-20.52%

Annual Total Return (%) History

Year
ARSYX
Category
2024
2.12%
--
2023
11.68%
--
2022
-25.63%
--
2021
25.82%
--
2020
-5.28%
-5.43%
2019
23.02%
23.45%
2018
-4.82%
-7.11%
2017
13.66%
15.12%

2016
3.14%
1.97%
2015
-0.04%
-0.92%
2014
13.96%
11.67%
2013
5.97%
2.92%
2012
29.72%
31.78%
2011
-7.95%
-10.10%
2010
18.73%
17.22%
2009
35.26%
37.01%
2008
-45.77%
-46.63%
2007
-8.82%
-7.68%
2006
35.49%
39.00%
2005
11.91%
13.40%
2004
35.19%
35.79%
2003
39.10%
41.26%
2002
3.23%
5.60%
2001
10.09%
7.01%
2000
27.16%
19.66%
1999
-6.39%
-0.11%
1998
-20.05%
-14.82%
1997
23.27%
19.62%
1996
--
4.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.56% -2.92% 16.74% -9.38%
2023 2.57% 0.53% -6.19% 15.44%
2022 -5.18% -16.78% -12.89% 8.20%
2021 5.28% 9.21% -0.82% 10.34%
2020 -27.01% 11.64% 2.68% 13.21%
2019 15.00% 0.05% 3.62% 3.19%
2018 -4.04% 5.59% 0.04% -6.11%
2017 2.96% 4.32% 2.21% 3.54%
2016 5.04% 2.75% 2.15% -6.44%
2015 4.18% -5.30% -3.22% 4.70%

2014 2.49% 7.83% -3.95% 7.35%
2013 8.71% -5.03% 2.22% 0.40%
2012 13.68% 0.68% 5.35% 7.59%
2011 2.64% 3.99% -20.29% 8.19%
2010 3.33% -9.00% 19.67% 5.51%
2009 -20.08% 29.02% 25.55% 4.48%
2008 -6.00% -9.02% -8.42% -30.76%
2007 4.27% -7.03% 3.05% -8.73%
2006 16.42% -1.87% 9.03% 8.78%
2005 -8.01% 13.03% 4.53% 2.96%
2004 12.85% -5.54% 8.89% 16.47%
2003 1.95% 12.40% 10.05% 10.30%
2002 7.71% 5.08% -8.85% 0.06%
2001 -2.29% 10.42% -2.36% 4.50%
2000 3.28% 12.17% 7.66% 1.96%
1999 -5.40% 11.74% -10.17% -1.42%
1998 0.02% -6.88% -12.33% -2.08%
1997 2.03% 4.68% 14.51% 0.79%
1996 20.48% -- -- --

Rank in Category (By Total Return)

YTD 59
1-Month 59
3-Month 35
1-Year 40
3-Year 27
5-Year 39

Load Adjusted Returns

1-Year 7.61%
3-Year -2.95%
5-Year 0.30%
10-Year 3.16%

Performance & Risk

YTD Return 3.75%
5y Average Return 0.15%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Global Real Estate
Fund Family AllianceBernstein
Net Assets 46.17M
YTD Return 1.42%
Yield 2.04%
Morningstar Rating
Inception Date Sep 30, 1996

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of real estate investment trusts, or REITs, and other real estate industry companies, such as real estate operating companies, or REOCs. It invests in U.S. and non-U.S. issuers. Under normal circumstances, it invests significantly (at least 40%--unless market conditions are not deemed favorable by the Adviser) in securities of non-U.S. companies. In addition, the fund invests, under normal circumstances, in the equity securities of companies located in at least three countries.

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