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AB Tax-Managed Wealth Apprec Strat C (ATWCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.64+0.02 (+0.09%)
As of 08:06AM EDT. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up15
Number of years down5
Best 1-yr total return (30 Jun 2024)28.23%
Worst 1-yr total return (30 Jun 2024)N/A

Risk statistics

3 years
ATWCXCategory average
5 years
ATWCXCategory average
10 years
ATWCXCategory average
Alpha
-0.34-0.01
-1-0.01
-0.99-0
BETA
10.01
0.980.01
0.960.01
Mean annual return
0.50.01
0.950.01
0.660.01
R-squared
98.380.95
98.470.93
98.030.91
Standard deviation
16.860.18
17.440.15
14.440.15
Sharpe ratio
0.170.01
0.530.01
0.440.01
Treynor ratio
1.460.12
8.280.12
5.740.09