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AB Wealth Appreciation Strategy C (AWACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.84+0.13 (+0.60%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.49%
5-year average return9.70%
Number of years up15
Number of years down5
Best 1-yr total return (2 Jul 2024)31.20%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.20%
Worst 3-yr total return1.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAWACXCategory
YTD14.17%12.08%
1-month1.89%0.64%
3-month2.81%6.49%
1-year21.26%38.01%
3-year5.28%12.74%
5-year9.79%12.82%
10-year7.01%9.05%
Last bull market26.35%18.82%
Last bear market-14.48%-20.53%

Annual total return (%) history

Year
AWACXCategory
2024
N/AN/A
2023
19.75%N/A
2022
-19.26%N/A
2021
19.45%N/A
2020
11.92%12.96%
2019
24.22%25.26%
2018
-10.46%-10.06%
2017
20.70%22.28%
2016
4.81%6.93%
2015
-2.69%-0.92%
2014
3.12%3.67%
2013
22.90%24.08%
2012
12.93%14.39%
2011
-9.47%-7.19%
2010
11.97%14.49%
2009
31.20%34.45%
2008
-43.79%-41.13%
2007
5.27%12.16%
2006
16.68%19.88%
2005
10.10%10.91%
2004
12.85%16.90%
2003
N/A34.18%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.05%2.81%N/AN/A
20236.50%5.87%-3.99%10.62%
2022-6.46%-14.48%-7.66%9.32%
20215.97%6.63%-0.42%6.16%
2020-22.49%18.77%7.37%13.23%
201911.69%2.88%-0.12%8.24%
2018-0.43%0.12%3.44%-13.17%
20175.69%3.42%4.70%5.46%
2016-0.83%0.56%4.52%0.55%
20152.88%0.59%-9.12%3.48%
20141.02%4.71%-3.28%0.79%
20136.37%-0.16%8.33%6.82%
201212.70%-7.54%5.38%2.85%
20115.29%-1.75%-19.38%8.56%
20104.13%-14.05%13.63%10.11%
2009-11.64%19.00%19.46%4.45%
2008-10.59%-2.36%-15.13%-24.13%
20072.34%4.77%2.31%-4.04%
20066.95%-2.87%3.67%8.34%
2005-3.45%2.64%6.71%4.11%
20042.59%0.45%-0.99%10.60%
20039.99%N/AN/AN/A

Rank in category (by total return)

YTD8
1-month26
3-month23
1-year18
3-year41
5-year43

Load adjusted returns

1-year20.26%
3-year5.28%
5-year9.79%
10-year7.01%