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AB Wealth Appreciation Strategy K (AWAKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.83+0.04 (+0.19%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.07%
5-Year Average Return10.97%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (May 19, 2024)32.28%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return32.28%
Worst 3-Yr Total Return2.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAWAKXCategory
YTD7.00%12.08%
1-Month-3.76%0.64%
3-Month5.68%6.49%
1-Year19.19%38.01%
3-Year4.35%12.74%
5-Year9.01%12.82%
10-Year7.42%9.05%
Last Bull Market26.85%18.82%
Last Bear Market-14.39%-20.53%

Annual Total Return (%) History

Year
AWAKXCategory
2024
N/AN/A
2023
20.51%N/A
2022
-18.79%N/A
2021
20.16%N/A
2020
12.63%12.96%
2019
25.02%25.26%
2018
-9.94%-10.06%
2017
21.42%22.28%
2016
5.52%6.93%
2015
-2.13%-0.92%
2014
3.77%3.67%
2013
23.75%24.08%
2012
13.65%14.39%
2011
-8.90%-7.19%
2010
12.80%14.49%
2009
32.28%34.45%
2008
-43.46%-41.13%
2007
5.99%12.16%
2006
17.38%19.88%
2005
N/A10.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.18%N/AN/AN/A
20236.65%6.06%-3.96%10.93%
2022-6.35%-14.39%-7.50%9.50%
20216.05%6.81%-0.24%6.33%
2020-22.36%18.90%7.50%13.49%
201911.88%3.03%0.00%8.46%
2018-0.25%0.25%3.57%-13.05%
20175.85%3.55%4.83%5.67%
2016-0.69%0.77%4.65%0.76%
20153.02%0.72%-8.91%3.56%
20141.16%4.91%-3.21%1.03%
20136.61%0.00%8.45%7.04%
201212.85%-7.34%5.52%3.00%
20115.35%-1.59%-19.18%8.72%
20104.39%-14.06%13.96%10.33%
2009-11.36%19.28%19.52%4.67%
2008-10.46%-2.20%-14.92%-24.12%
20072.46%4.99%2.47%-3.84%
20067.06%-2.71%3.85%8.51%
20052.87%6.90%4.34%N/A

Rank In Category (By Total Return)

YTD8
1-Month54
3-Month10
1-Year15
3-Year38
5-Year38

Load Adjusted Returns

1-Year19.19%
3-Year4.35%
5-Year9.01%
10-Year7.42%