Nasdaq - Delayed Quote USD
AB Wealth Appreciation Strategy A (AWAAX)
18.25
-0.23
(-1.24%)
At close: 8:03:48 PM EDT
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").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.13% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -10.81% |
| 5y Average Return | 13.60% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AWAAX | Category Average | AWAAX | Category Average | AWAAX | Category Average | |
| Alpha | -0.11 | -0.01 | -0.14 | -0.01 | -0.69 | -0 |
| BETA | 1.01 | 0.01 | 0.99 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.66 | 0.01 | 1.26 | 0.01 | 0.72 | 0.01 |
| R-squared | 98.29 | 0.95 | 98.05 | 0.93 | 97.85 | 0.91 |
| Standard Deviation | 16.64 | 0.18 | 15.78 | 0.15 | 14.54 | 0.15 |
| Sharpe Ratio | 0.21 | 0.01 | 0.78 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | 2.15 | 0.12 | 12.2 | 0.12 | 6.1 | 0.09 |
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