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AB Sustainable Thematic Bal Port A (ABPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.89+0.05 (+0.42%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.59%
5-year average return2.72%
Number of years up15
Number of years down5
Best 1-yr total return (8 May 2024)19.06%
Worst 1-yr total return (8 May 2024)N/A
Best 3-yr total return19.06%
Worst 3-yr total return-3.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnABPAXCategory
YTD-0.52%9.69%
1-month-4.00%0.91%
3-month-0.43%5.21%
1-year8.81%27.06%
3-year-1.79%11.00%
5-year1.84%10.26%
10-year2.42%8.34%
Last bull market15.95%15.58%
Last bear market-13.00%-12.16%

Annual total return (%) history

Year
ABPAXCategory
2024
N/AN/A
2023
14.19%N/A
2022
-19.65%N/A
2021
8.62%N/A
2020
4.39%11.72%
2019
14.61%19.23%
2018
-5.66%-5.76%
2017
8.32%13.21%
2016
3.65%7.34%
2015
-0.73%-1.93%
2014
3.56%6.21%
2013
6.31%16.48%
2012
7.06%11.72%
2011
-0.05%-0.11%
2010
8.59%11.83%
2009
19.06%24.13%
2008
-19.29%-28.00%
2007
4.70%5.99%
2006
9.58%11.29%
2005
4.33%5.13%
2004
8.06%8.86%
2003
N/A20.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.62%N/AN/AN/A
20235.27%3.90%-3.84%8.57%
2022-9.24%-13.00%-4.57%6.63%
20211.58%5.28%-1.11%2.71%
2020-14.55%9.02%4.27%7.46%
20196.87%3.05%1.28%2.76%
2018-0.82%0.25%0.66%-5.74%
20172.49%1.78%1.83%1.98%
20161.09%1.16%1.89%-0.52%
20151.95%-0.48%-3.21%1.08%
20141.10%2.66%-1.05%0.84%
20132.31%-1.54%2.98%2.48%
20124.70%-1.78%2.82%1.26%
20112.48%0.26%-5.71%3.18%
20102.59%-3.24%6.42%2.79%
2009-3.45%9.51%9.90%2.46%
2008-2.85%-1.72%-6.49%-9.60%
20072.10%0.70%2.27%-0.43%
20062.57%-0.60%3.61%3.74%
2005-1.89%2.51%2.25%1.46%
20043.03%-1.51%1.78%4.62%
20033.41%N/AN/AN/A

Rank in category (by total return)

YTD96
1-month92
3-month96
1-year68
3-year99
5-year100

Load adjusted returns

1-year4.19%
3-year-3.20%
5-year0.96%
10-year1.98%