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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

Risk Overview

Morningstar Risk Rating★★★
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

Risk Statistics

3 Years
ATWAXCategory Average
5 Years
ATWAXCategory Average
10 Years
ATWAXCategory Average
Alpha
0.08-0.01
-0.34-0.01
-0.27-0
BETA
10.01
0.980.01
0.970.01
Mean Annual Return
0.470.01
0.850.01
0.710.01
R-squared
98.480.95
98.570.93
98.050.91
Standard Deviation
16.720.18
17.620.15
14.430.15
Sharpe Ratio
0.150.01
0.450.01
0.480.01
Treynor Ratio
1.220.12
6.860.12
6.380.09