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AB Tax-Managed Wealth Apprec Strat A (ATWAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.77+0.23 (+1.12%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.26%
5-Year Average Return9.41%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)29.08%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return29.08%
Worst 3-Yr Total Return2.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnATWAXCategory
YTD7.00%12.08%
1-Month-3.69%0.64%
3-Month5.66%6.49%
1-Year19.06%38.01%
3-Year4.33%12.74%
5-Year8.94%12.82%
10-Year7.68%9.05%
Last Bull Market26.46%18.82%
Last Bear Market-14.43%-20.53%

Annual Total Return (%) History

Year
ATWAXCategory
2024
N/AN/A
2023
20.27%N/A
2022
-18.86%N/A
2021
20.26%N/A
2020
12.36%12.96%
2019
25.22%25.26%
2018
-9.89%-10.06%
2017
22.78%22.28%
2016
4.88%6.93%
2015
-0.92%-0.92%
2014
4.75%3.67%
2013
26.48%24.08%
2012
13.94%14.39%
2011
-8.44%-7.19%
2010
9.48%14.49%
2009
29.08%34.45%
2008
-42.64%-41.13%
2007
6.41%12.16%
2006
14.20%19.88%
2005
11.94%10.91%
2004
12.03%16.90%
2003
N/A34.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.10%N/AN/AN/A
20236.60%5.90%-3.64%10.57%
2022-6.46%-14.43%-7.30%9.35%
20215.94%6.68%-0.19%6.62%
2020-22.47%18.91%7.56%13.32%
201911.88%3.11%0.13%8.42%
2018-0.19%0.25%3.66%-13.12%
20176.41%3.87%5.07%5.72%
2016-0.83%0.49%4.83%0.39%
20153.04%0.92%-8.60%4.24%
20140.97%5.01%-2.38%1.21%
20137.06%0.90%8.47%7.94%
201213.18%-7.55%5.73%2.99%
20114.84%-1.57%-18.30%8.59%
20103.47%-14.62%12.29%10.37%
2009-11.45%16.90%18.95%4.83%
2008-11.23%-1.95%-15.86%-21.68%
20071.12%5.80%2.83%-3.29%
20065.00%-3.06%4.26%7.61%
2005-2.48%2.37%7.53%4.27%
20042.04%1.27%-1.43%9.99%
200310.13%N/AN/AN/A

Rank In Category (By Total Return)

YTD8
1-Month50
3-Month11
1-Year16
3-Year39
5-Year38

Load Adjusted Returns

1-Year14.00%
3-Year2.83%
5-Year8.00%
10-Year7.22%