Nasdaq - Delayed Quote USD
AB Wealth Appreciation Strategy A (AWAAX)
19.63
+0.40
+(2.08%)
At close: 8:09:09 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -7.99% |
| 5y Average Return | 12.01% |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 10, 2025) | 25.13% |
| Worst 1Y Total Return (Apr 10, 2025) | -- |
| Best 3Y Total Return | 25.13% |
| Worst 3Y Total Return | 2.44% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
AWAAX
Category
- YTD
- -2.15%
- 12.08%
- 1-Month
- -4.80%
- 0.64%
- 3-Month
- -2.15%
- 6.49%
- 1-Year
- 4.52%
- 38.01%
- 3-Year
- 6.79%
- 12.74%
- 5-Year
- 14.82%
- 12.82%
- 10-Year
- 7.89%
- 9.05%
- Last Bull Market
- 14.29%
- 18.82%
- Last Bear Market
- -14.38%
- -20.53%
Annual Total Return (%) History
Year
AWAAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.15% | -- | -- | -- |
| 2024 | 11.27% | 3.00% | 4.61% | -0.86% |
| 2023 | 6.74% | 6.13% | -3.82% | 10.79% |
| 2022 | -6.26% | -14.38% | -7.50% | 9.54% |
| 2021 | 6.12% | 6.87% | -0.23% | 6.38% |
| 2020 | -22.35% | 19.01% | 7.58% | 13.46% |
| 2019 | 11.88% | 3.08% | 0.06% | 8.44% |
| 2018 | -0.24% | 0.31% | 3.61% | -12.98% |
| 2017 | 5.96% | 3.53% | 4.93% | 5.71% |
| 2016 | -0.69% | 0.77% | 4.77% | 0.68% |
| 2015 | 3.07% | 0.71% | -8.86% | 3.62% |
| 2014 | 1.15% | 4.95% | -3.12% | 1.04% |
| 2013 | 6.57% | 0.00% | 8.48% | 7.04% |
| 2012 | 12.88% | -7.31% | 5.49% | 3.06% |
| 2011 | 5.39% | -1.57% | -19.20% | 8.72% |
| 2010 | 4.36% | -13.97% | 13.96% | 10.30% |
| 2009 | -11.41% | 19.18% | 19.66% | 4.64% |
| 2008 | -10.48% | -2.19% | -14.92% | -24.07% |
| 2007 | 2.51% | 5.03% | 2.46% | -3.86% |
| 2006 | 7.12% | -2.70% | 3.84% | 8.55% |
| 2005 | -3.27% | 2.79% | 6.98% | 4.24% |
| 2004 | 2.76% | 0.63% | -0.80% | 10.82% |
| 2003 | 10.19% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 75 |
| 1-Month | 87 |
| 3-Month | 75 |
| 1-Year | 61 |
| 3-Year | 45 |
| 5-Year | 43 |
Load Adjusted Returns
| 1-Year | 0.08% |
| 3-Year | 5.26% |
| 5-Year | 13.83% |
| 10-Year | 7.42% |
Performance & Risk
| YTD Return | -7.99% |
| 5y Average Return | 12.01% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | AllianceBernstein |
| Net Assets | 1.18B |
| YTD Return | -2.15% |
| Yield | 0.90% |
| Morningstar Rating | |
| Inception Date | Sep 02, 2003 |
Fund Summary
The fund invests primarily in equity securities, either directly or through underlying investment companies advised by the Adviser ("Underlying Portfolios"). A majority of the fund's assets are expected to be invested directly in U.S. large-cap equity securities, primarily common stocks, in accordance with the Adviser's U.S. Strategic Equities investment strategy ("U.S. Strategic Equities").
Related Tickers
FGADX Franklin Gold and Precious Metals Adv
28.71
+7.41%
FRGOX Franklin Gold and Precious Metals C
22.50
+7.40%
FKRCX Franklin Gold and Precious Metals A
26.14
+7.40%
FGPMX Franklin Gold and Precious Metals R6
29.19
+7.40%
INIVX VanEck International Investors Gold A
15.31
+5.95%
BIPIX ProFunds Biotechnology UltraSector Fund
33.42
+5.93%
BIPSX ProFunds Biotechnology UltraSector Fund
17.39
+5.91%
INIIX VanEck International Investors Gold I
21.71
+5.90%
INIYX VanEck International Investors Gold Y
15.89
+5.86%
FEURX First Eagle Gold R6
37.09
+5.34%
USERX U.S. Global Investors Gold & Precious Metals Fund
15.95
+5.28%
FHKTX Fidelity Advisor China Region M
36.44
+4.23%
FIQFX Fidelity Advisor China Region Z
36.97
+4.23%
FCHKX Fidelity Advisor China Region C
35.00
+4.23%
FHKIX Fidelity Advisor China Region I
37.00
+4.23%
FHKAX Fidelity Advisor China Region A
36.76
+4.22%
FHKCX Fidelity China Region
37.29
+4.22%
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
15.90
+4.13%
PDEQX PGIM Jennison Emerging Markets Equity Opportunities Fund
15.94
+4.11%
KINCX Kinetics Internet Adv C
71.56
+4.03%
KINAX Kinetics Internet Adv A
88.10
+4.03%
WWWFX Kinetics Internet No Load
97.83
+4.02%
AVALX Aegis Value I
39.39
+4.01%
KNPCX Kinetics Paradigm Adv C
119.68
+3.87%
KNPYX Kinetics Paradigm Instl
144.43
+3.86%
WWNPX Kinetics Paradigm No Load
142.33
+3.86%
KNPAX Kinetics Paradigm Adv A
134.93
+3.86%
LSHUX Kinetics Spin-Off and Corp Rest Instl
34.65
+3.77%
LSHAX Kinetics Spin-Off and Corp Rest Adv A
34.38
+3.77%
LSHEX Kinetics Spin-Off and Corp Rest No Load
36.33
+3.77%
UOPSX ProFunds UltraNASDAQ-100 Fund
59.08
+3.74%
LSHCX Kinetics Spin-Off and Corp Rest Adv C
30.84
+3.73%
UOPIX ProFunds UltraNASDAQ-100 Fund
86.10
+3.72%
ENPIX ProFunds UltraSector Energy Fund
34.36
+3.68%
ENPSX ProFunds UltraSector Energy Fund
29.10
+3.67%
RYVLX Rydex NASDAQ-100 2x Strategy A
414.22
+3.67%
RYVYX Rydex NASDAQ-100 2x Strategy H
414.08
+3.67%
RYCCX Rydex NASDAQ-100 2x Strategy C
290.68
+3.66%
RYBIX Rydex Basic Materials Inv
72.77
+3.54%
FIQRX Fidelity Advisor Global Commodity Stk Z
17.26
+3.35%
TAVFX Third Avenue Value Instl
55.78
+3.14%
TVFVX Third Avenue Value Investor
56.23
+3.14%
TAVZX Third Avenue Value Z
55.75
+3.13%
UDPIX ProFunds Ultra Dow 30 ProFund
68.63
+3.11%
BUFIX Buffalo International
21.32
+3.09%
BUIIX Buffalo International Institutional
21.34
+3.09%
RYCVX Rydex Dow 2x Strategy H
145.45
+3.08%
RYLDX Rydex Dow 2x Strategy A
146.08
+3.07%
RYCYX Rydex Dow 2x Strategy C
120.35
+3.07%
FNARX Fidelity Natural Resources Fund
40.55
+3.05%
BGEPX Baillie Gifford Emerging Markets Equities Fund
18.92
+3.05%
BGEDX Baillie Gifford Emerging Markets Equities Fund
19.55
+3.05%
BGEHX Baillie Gifford Emerging Markets Equities Fund
18.73
+3.05%
BGELX Baillie Gifford Emerging Markets Equities Fund
18.94
+3.05%
BGEGX Baillie Gifford Emerging Markets Equities Fund
18.63
+3.04%
BGKEX Baillie Gifford Emerging Markets Equities Fund
18.64
+3.04%
FERIX Fidelity Advisor Emerging Asia I
47.84
+3.01%
FIQPX Fidelity Advisor Emerging Asia Z
47.90
+3.01%
FSEAX Fidelity Emerging Asia
47.24
+3.01%
FEATX Fidelity Advisor Emerging Asia M
43.28
+3.00%
FPBFX Fidelity Pacific Basin
29.55
+3.00%
DRESX Driehaus Emerging Markets Small Cap Growth Fund
19.97
+2.99%
FEAAX Fidelity Advisor Emerging Asia A
45.49
+2.99%
FERCX Fidelity Advisor Emerging Asia C
38.41
+2.98%
KSCYX Kinetics Small Cap Opportunities Inst
181.13
+2.96%
KSCOX Kinetics Small Cap Opportunities No Load
176.52
+2.95%
KSOAX Kinetics Small Cap Opportunities Adv A
168.91
+2.95%
UPDDX Upright Growth & Income
15.36
+2.95%
KSOCX Kinetics Small Cap Opportunities Adv C
157.80
+2.95%
SEMTX Hartford Schroders Emerging Mkts Eq SDR
16.19
+2.92%
RAIWX Manning & Napier Rainier Intl Discv W
23.27
+2.92%
HNRIX Hennessy Energy Transition Instl
25.36
+2.88%
UIEMX Victory Emerging Markets Fund
19.68
+2.88%
HNRGX Hennessy Energy Transition Investor
24.77
+2.82%
UMPIX ProFunds UltraMid Cap Fund
48.97
+2.81%
KMKNX Kinetics Market Opportunities No Load
80.83
+2.78%
UMPSX ProFunds UltraMid Cap Fund
37.69
+2.78%
KMKCX Kinetics Market Opportunities Adv C
75.11
+2.78%
AEMVX Acadian Emerging Markets Y
21.47
+2.78%
FZABX Fidelity Advisor Diversified Intl Z
25.93
+2.77%
KMKYX Kinetics Market Opportunities Inst
82.25
+2.77%
KMKAX Kinetics Market Opportunities Adv A
79.32
+2.77%
MISMX Matthews EM Sm Coms Instl
21.50
+2.77%
AEMZX Acadian Emerging Markets I
21.52
+2.77%
MSMLX Matthews EM Sm Coms Inv
21.52
+2.77%
FDVIX Fidelity Advisor Diversified Intl I
25.99
+2.77%
SNTFX Steward International Enhanced Index R6
17.09
+2.77%
AEMGX Acadian Emerging Markets Investor
21.55
+2.77%
RCMFX Schwartz Value Focused
53.57
+2.76%
WWWEX Kinetics Global No Load
16.05
+2.75%
SNTCX Steward International Enhanced Index I
21.72
+2.74%
SNTKX Steward International Enhanced Index A
21.82
+2.73%
GEMEX GMO Emerging Markets I
22.30
+2.72%
GEMNX GMO Emerging Markets R6
22.35
+2.71%
KGLAX Kinetics The Global Fund
15.92
+2.71%
FELAX Fidelity Advisor Semiconductors A
63.92
+2.70%
FELIX Fidelity Advisor Semiconductors I
69.66
+2.70%
FELCX Fidelity Advisor Semiconductors C
49.88
+2.70%
FIKGX Fidelity Advisor Semiconductors Z
69.90
+2.69%
VWILX Vanguard International Growth Adm
98.94
+2.69%