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AB Tax-Managed Wealth Apprec Strat A (ATWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.00+0.13 (+0.59%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.73%
5-year average return10.27%
Number of years up15
Number of years down5
Best 1-yr total return (2 Jul 2024)29.08%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.08%
Worst 3-yr total return2.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATWAXCategory
YTD14.41%12.08%
1-month1.92%0.64%
3-month2.98%6.49%
1-year21.91%38.01%
3-year5.91%12.74%
5-year10.37%12.82%
10-year7.94%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%2.98%N/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)

YTD7
1-month23
3-month18
1-year15
3-year30
5-year38

Load adjusted returns

1-year16.73%
3-year4.39%
5-year9.42%
10-year7.47%