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AB Tax-Managed Wealth Apprec Strat Adv (ATWYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.90+0.05 (+0.23%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.72%
5-Year Average Return10.87%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Jun 24, 2024)29.43%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return29.43%
Worst 3-Yr Total Return3.16%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnATWYXCategory
YTD12.41%12.08%
1-Month4.99%0.64%
3-Month4.73%6.49%
1-Year27.08%38.01%
3-Year5.82%12.74%
5-Year11.54%12.82%
10-Year8.18%9.05%
Last Bull Market26.54%18.82%
Last Bear Market-14.37%-20.53%

Annual Total Return (%) History

Year
ATWYXCategory
2024
N/AN/A
2023
20.54%N/A
2022
-18.62%N/A
2021
20.52%N/A
2020
12.70%12.96%
2019
25.51%25.26%
2018
-9.68%-10.06%
2017
23.06%22.28%
2016
5.13%6.93%
2015
-0.59%-0.92%
2014
5.04%3.67%
2013
26.77%24.08%
2012
14.37%14.39%
2011
-8.23%-7.19%
2010
9.78%14.49%
2009
29.43%34.45%
2008
-42.47%-41.13%
2007
6.67%12.16%
2006
14.64%19.88%
2005
12.17%10.91%
2004
12.43%16.90%
2003
N/A34.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.16%N/AN/AN/A
20236.63%5.98%-3.56%10.60%
2022-6.39%-14.37%-7.20%9.39%
20216.02%6.70%-0.10%6.64%
2020-22.40%18.99%7.65%13.38%
201911.99%3.16%0.19%8.44%
2018-0.12%0.31%3.76%-13.11%
20176.46%3.92%5.11%5.82%
2016-0.75%0.48%4.89%0.51%
20153.16%0.98%-8.51%4.30%
20141.10%5.05%-2.31%1.24%
20137.13%0.97%8.59%7.93%
201213.34%-7.45%5.71%3.13%
20114.83%-1.41%-18.29%8.66%
20103.55%-14.55%12.32%10.47%
2009-11.41%17.09%18.95%4.89%
2008-11.11%-1.94%-15.82%-21.59%
20071.18%5.90%2.94%-3.29%
20065.13%-2.97%4.38%7.67%
2005-2.47%2.45%7.67%4.26%
20042.13%1.36%-1.34%10.09%
200310.29%N/AN/AN/A

Rank In Category (By Total Return)

YTD7
1-Month19
3-Month24
1-Year13
3-Year26
5-Year34

Load Adjusted Returns

1-Year27.08%
3-Year5.82%
5-Year11.54%
10-Year8.18%