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AB Sustainable Global Thematic R (ATERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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142.95+1.72 (+1.22%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.25%
5-Year Average Return9.28%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (May 1, 2024)55.59%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return55.59%
Worst 3-Yr Total Return0.61%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnATERXCategory
YTD5.19%9.95%
1-Month1.36%2.98%
3-Month5.19%8.22%
1-Year15.09%40.81%
3-Year1.46%19.17%
5-Year11.03%18.49%
10-Year9.78%11.83%
Last Bull Market34.88%21.12%
Last Bear Market-17.89%-20.34%

Annual Total Return (%) History

Year
ATERXCategory
2024
N/AN/A
2023
15.47%N/A
2022
-27.43%N/A
2021
21.78%N/A
2020
38.84%32.67%
2019
29.03%30.40%
2018
-10.17%-7.79%
2017
36.82%30.22%
2016
2.50%2.42%
2015
2.27%1.26%
2014
4.39%2.65%
2013
22.49%26.44%
2012
12.92%18.01%
2011
-23.79%-6.80%
2010
18.36%15.68%
2009
55.59%39.03%
2008
-45.40%-41.58%
2007
20.09%12.98%
2006
8.07%18.96%
2005
5.01%11.74%
2004
4.75%12.56%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.19%N/AN/AN/A
20235.53%5.78%-6.90%11.10%
2022-14.73%-17.89%-6.07%10.35%
20212.76%6.84%2.17%8.57%
2020-15.92%27.09%14.40%13.57%
201913.97%5.83%-1.83%8.97%
2018-0.42%0.11%2.98%-12.50%
201712.62%7.61%5.50%7.01%
2016-2.53%3.55%8.20%-6.13%
20155.27%2.42%-11.04%6.63%
20141.73%5.64%-3.68%0.84%
20132.68%-0.43%12.01%6.96%
201216.29%-11.57%6.60%3.01%
20112.86%-4.08%-25.06%3.08%
20101.72%-11.83%16.51%13.27%
2009-0.71%25.90%18.40%5.11%
2008-17.44%2.83%-16.45%-23.02%
2007-0.39%8.97%11.39%-0.68%
20064.89%-9.18%6.36%6.66%
2005-8.10%4.17%5.10%4.37%
2004-0.50%1.22%-9.34%14.72%

Rank In Category (By Total Return)

YTD85
1-Month82
3-Month85
1-Year85
3-Year76
5-Year53

Load Adjusted Returns

1-Year15.09%
3-Year1.46%
5-Year11.03%
10-Year9.78%