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AB Tax-Managed Wealth Apprec Strat C (ATWCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.62-0.06 (-0.28%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.29%
5-year average return9.70%
Number of years up15
Number of years down5
Best 1-yr total return (26 Jun 2024)28.23%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return28.23%
Worst 3-yr total return2.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATWCXCategory
YTD11.91%12.08%
1-month4.89%0.64%
3-month4.43%6.49%
1-year25.79%38.01%
3-year4.74%12.74%
5-year10.40%12.82%
10-year7.10%9.05%
Last bull market26.01%18.82%
Last bear market-14.53%-20.53%

Annual total return (%) history

Year
ATWCXCategory
2024
N/AN/A
2023
19.35%N/A
2022
-19.46%N/A
2021
19.35%N/A
2020
11.48%12.96%
2019
24.23%25.26%
2018
-10.54%-10.06%
2017
21.87%22.28%
2016
4.08%6.93%
2015
-1.60%-0.92%
2014
3.99%3.67%
2013
25.53%24.08%
2012
13.14%14.39%
2011
-9.04%-7.19%
2010
8.60%14.49%
2009
28.23%34.45%
2008
-43.08%-41.13%
2007
5.64%12.16%
2006
13.44%19.88%
2005
11.09%10.91%
2004
11.40%16.90%
2003
N/A34.18%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.86%N/AN/AN/A
20236.37%5.70%-3.78%10.32%
2022-6.64%-14.53%-7.47%9.08%
20215.77%6.49%-0.34%6.33%
2020-22.60%18.71%7.31%13.07%
201911.69%2.88%-0.06%8.19%
2018-0.44%0.13%3.46%-13.27%
20176.16%3.74%4.84%5.55%
2016-1.05%0.28%4.63%0.24%
20152.95%0.69%-8.74%4.01%
20140.85%4.81%-2.55%0.94%
20136.82%0.76%8.30%7.68%
201212.96%-7.65%5.46%2.84%
20114.66%-1.75%-18.45%8.47%
20103.24%-14.75%12.08%10.09%
2009-11.60%16.75%18.69%4.68%
2008-11.35%-2.21%-15.95%-21.88%
20070.94%5.64%2.64%-3.47%
20064.84%-3.18%4.03%7.42%
2005-2.66%2.14%7.36%4.08%
20041.95%1.09%-1.53%9.77%
20039.88%N/AN/AN/A

Rank in category (by total return)

YTD11
1-month23
3-month32
1-year19
3-year46
5-year51

Load adjusted returns

1-year24.79%
3-year4.74%
5-year10.40%
10-year7.10%