Nasdaq - Delayed Quote • USD
AB Sustainable Global Thematic R (ATERX)
At close: June 5 at 8:00 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 6.17% |
5y Average Return | 11.28% |
Number of Years Up | 16 |
Number of Years Down | 4 |
Best 1Y Total Return (May 20, 2024) | 55.59% |
Worst 1Y Total Return (May 20, 2024) | -- |
Best 3Y Total Return | 55.59% |
Worst 3Y Total Return | 0.61% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ATERX
Category
- YTD
- -0.74%
- 9.95%
- 1-Month
- -5.63%
- 2.98%
- 3-Month
- 0.05%
- 8.22%
- 1-Year
- 10.66%
- 40.81%
- 3-Year
- -1.92%
- 19.17%
- 5-Year
- 8.92%
- 18.49%
- 10-Year
- 9.31%
- 11.83%
- Last Bull Market
- 21.97%
- 21.12%
- Last Bear Market
- -17.89%
- -20.34%
Annual Total Return (%) History
Year
ATERX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 5.19% | -- | -- | -- |
2023 | 5.53% | 5.78% | -6.90% | 11.10% |
2022 | -14.73% | -17.89% | -6.07% | 10.35% |
2021 | 2.76% | 6.84% | 2.17% | 8.57% |
2020 | -15.92% | 27.09% | 14.40% | 13.57% |
2019 | 13.97% | 5.83% | -1.83% | 8.97% |
2018 | -0.42% | 0.11% | 2.98% | -12.50% |
2017 | 12.62% | 7.61% | 5.50% | 7.01% |
2016 | -2.53% | 3.55% | 8.20% | -6.13% |
2015 | 5.27% | 2.42% | -11.04% | 6.63% |
2014 | 1.73% | 5.64% | -3.68% | 0.84% |
2013 | 2.68% | -0.43% | 12.01% | 6.96% |
2012 | 16.29% | -11.57% | 6.60% | 3.01% |
2011 | 2.86% | -4.08% | -25.06% | 3.08% |
2010 | 1.72% | -11.83% | 16.51% | 13.27% |
2009 | -0.71% | 25.90% | 18.40% | 5.11% |
2008 | -17.44% | 2.83% | -16.45% | -23.02% |
2007 | -0.39% | 8.97% | 11.39% | -0.68% |
2006 | 4.89% | -9.18% | 6.36% | 6.66% |
2005 | -8.10% | 4.17% | 5.10% | 4.37% |
2004 | -0.50% | 1.22% | -9.34% | 14.72% |
Rank in Category (By Total Return)
YTD | 91 |
1-Month | 86 |
3-Month | 88 |
1-Year | 78 |
3-Year | 77 |
5-Year | 57 |
Load Adjusted Returns
1-Year | 10.66% |
3-Year | -1.92% |
5-Year | 8.92% |
10-Year | 9.31% |
Performance & Risk
YTD Return | 6.17% |
5y Average Return | 11.28% |
Rank in Category (ytd) | 91 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.19 |
Morningstar Risk Rating |
Fund Overview
Category | World Large-Stock Growth |
Fund Family | AllianceBernstein |
Net Assets | 1.85B |
YTD Return | -0.74% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Mar 01, 2005 |
Fund Summary
The fund pursues opportunistic growth by investing in a global universe of companies whose business activities the Adviser believes position the company to benefit from certain sustainable investment themes that align with one or more of the United Nations Sustainable Development Goals ("SDGs"). The Adviser employs a combination of "top-down" and "bottom-up" investment processes with the goal of identifying securities of companies worldwide, that fit into sustainable investment themes.
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