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AB Wealth Appreciation Strategy R (AWARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.85+0.04 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.00%
5-year average return10.64%
Number of years up14
Number of years down5
Best 1-yr total return (19 May 2024)31.79%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return31.79%
Worst 3-yr total return2.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAWARXCategory
YTD6.94%12.08%
1-month-3.76%0.64%
3-month5.62%6.49%
1-year18.85%38.01%
3-year4.03%12.74%
5-year8.66%12.82%
10-year7.08%9.05%
Last bull market26.55%18.82%
Last bear market-14.46%-20.53%

Annual total return (%) history

Year
AWARXCategory
2024
N/AN/A
2023
20.08%N/A
2022
-19.03%N/A
2021
19.78%N/A
2020
12.28%12.96%
2019
24.63%25.26%
2018
-10.22%-10.06%
2017
21.06%22.28%
2016
5.12%6.93%
2015
-2.39%-0.92%
2014
3.43%3.67%
2013
23.36%24.08%
2012
13.33%14.39%
2011
-9.18%-7.19%
2010
12.46%14.49%
2009
31.79%34.45%
2008
-43.64%-41.13%
2007
5.68%12.16%
2006
17.05%19.88%
2005
10.47%10.91%
2004
N/A16.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.11%N/AN/AN/A
20236.58%5.99%-4.01%10.74%
2022-6.38%-14.46%-7.61%9.44%
20215.98%6.75%-0.33%6.22%
2020-22.46%18.85%7.42%13.40%
201911.79%2.91%0.00%8.34%
2018-0.31%0.12%3.51%-13.11%
20175.78%3.42%4.77%5.62%
2016-0.76%0.63%4.59%0.64%
20152.95%0.65%-9.00%3.51%
20141.09%4.78%-3.21%0.90%
20136.55%-0.08%8.33%6.96%
201212.77%-7.41%5.49%2.90%
20115.30%-1.68%-19.27%8.65%
20104.24%-14.00%13.76%10.28%
2009-11.43%19.14%19.44%4.56%
2008-10.53%-2.28%-15.04%-24.13%
20072.41%4.96%2.36%-3.95%
20067.01%-2.79%3.80%8.40%
2005-3.44%2.80%6.84%4.16%
20040.63%-0.89%10.78%N/A

Rank in category (by total return)

YTD8
1-month53
3-month11
1-year16
3-year48
5-year43

Load adjusted returns

1-year18.85%
3-year4.03%
5-year8.66%
10-year7.08%