Nasdaq - Delayed Quote USD

AB Sustainable Global Thematic R (ATERX)

149.57 +0.41 (+0.27%)
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
2024
--
--
2023
15.47%
--
2022
-27.43%
--
2021
21.78%
--
2020
38.84%
32.67%
2019
29.03%
30.40%
2018
-10.17%
-7.79%
2017
36.82%
30.22%

2016
2.50%
2.42%
2015
2.27%
1.26%
2014
4.39%
2.65%
2013
22.49%
26.44%
2012
12.92%
18.01%
2011
-23.79%
-6.80%
2010
18.36%
15.68%
2009
55.59%
39.03%
2008
-45.40%
-41.58%
2007
20.09%
12.98%
2006
8.07%
18.96%
2005
5.01%
11.74%
2004
4.75%
12.56%

Past Quarterly Returns

YearQ1Q2Q3Q4
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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