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AB Wealth Appreciation Strategy Advisor (AWAYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.19-0.06 (-0.28%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.73%
5-Year Average Return10.91%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Jun 27, 2024)32.55%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return32.55%
Worst 3-Yr Total Return2.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAWAYXCategory
YTD12.51%12.08%
1-Month5.00%0.64%
3-Month4.84%6.49%
1-Year27.32%38.01%
3-Year6.00%12.74%
5-Year11.78%12.82%
10-Year8.11%9.05%
Last Bull Market26.89%18.82%
Last Bear Market-14.28%-20.53%

Annual Total Return (%) History

Year
AWAYXCategory
2024
N/AN/A
2023
21.05%N/A
2022
-18.48%N/A
2021
20.69%N/A
2020
13.04%12.96%
2019
25.53%25.26%
2018
-9.62%-10.06%
2017
21.95%22.28%
2016
5.83%6.93%
2015
-1.72%-0.92%
2014
4.17%3.67%
2013
24.21%24.08%
2012
13.98%14.39%
2011
-8.49%-7.19%
2010
13.19%14.49%
2009
32.55%34.45%
2008
-43.28%-41.13%
2007
6.33%12.16%
2006
17.86%19.88%
2005
11.18%10.91%
2004
14.07%16.90%
2003
N/A34.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.32%N/AN/AN/A
20236.77%6.22%-3.77%10.92%
2022-6.23%-14.28%-7.46%9.59%
20216.20%6.94%-0.19%6.47%
2020-22.31%19.07%7.59%13.57%
201912.00%3.15%0.12%8.53%
2018-0.18%0.31%3.74%-12.99%
20175.98%3.61%5.00%5.78%
2016-0.62%0.84%4.77%0.80%
20153.07%0.84%-8.87%3.76%
20141.22%5.02%-3.06%1.08%
20136.67%0.15%8.47%7.18%
201212.88%-7.31%5.67%3.09%
20115.56%-1.57%-19.09%8.85%
20104.46%-13.87%14.04%10.32%
2009-11.29%19.29%19.61%4.72%
2008-10.39%-2.11%-14.93%-23.99%
20072.51%5.14%2.57%-3.81%
20067.18%-2.62%3.97%8.62%
2005-3.27%2.87%7.05%4.36%
20042.86%0.72%-0.71%10.90%
200310.14%N/AN/AN/A

Rank In Category (By Total Return)

YTD6
1-Month19
3-Month21
1-Year12
3-Year23
5-Year30

Load Adjusted Returns

1-Year27.32%
3-Year6.00%
5-Year11.78%
10-Year8.11%