Skip to main content
ATWYX

AB TaxManaged Wealth Apprecit Strat-Adv

$21.22 0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category World Large
Market Cap 827.153M
52 Week High 21.27
52 Week Low 16.406
Customize MutualFund.com

Log in or sign up to get started.

Key Data
Symbol ATWYX
Type Mutual Fund
Category World Large
Price 21.22
Price Yesterday 21.22
Market Cap 827.15
YTD Return 11.16%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0076
Overview
52 Week High 21.27
52 Week Low 16.41
Market Cap 827.15M
Shares Outstanding 38.98M
Income Dividend Yield 1.08%
Long Term Dividend Yield 0.57%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 1.66%
Returns Annualized
One Day 0.00%
Five Days -11.20%
One Months 55.51%
Three Months 54.87%
Six Months 52.22%
Nine Months 25.82%
One Year 26.03%
Three Years 7.46%
Five Years 10.70%
Ten Years 8.43%
YTD 54.87%
Since Inception 7.08%
Returns Total
One Day 0.00%
Five Days -0.24%
One Month 3.56%
Three Months 11.16%
Six Months 22.94%
Nine Months 18.56%
One Year 25.66%
Three Years 23.95%
Five Years 65.99%
Ten Years 124.24%
YTD 11.16%
Since Inception 301.74%
Yearly Returns
2024 11.16%
2023 20.54%
2022 -18.63%
2021 20.53%
2020 12.70%
2019 25.52%
2018 -9.68%
2017 23.06%
2016 5.13%
2015 -0.59%
Risk against SP-DA
Alpha -4.08%
Beta 0.97
Correlation 98.59%
Downside Deviation 2.74%
Coefficient of determination 97.21%
Standard Deviation 3.29%
Sharpe Ratio -0.45
Sortino -1.85
Treynor 24.96
Ulcer Index 3.21
Ulcer Performance Index -1.58

Other "Global Large-Stock Blend" Mutual Funds

GGESX JGQYX GISRX PFSMX MWEIX ASUAX IMWIX SGLIX RTXSX ADVDX MSFAX MEVOX HCMQX RGGYX MAGCX ESGGX AWAKX VHGEX THOIX SVTAX VSQYX JDEZX NSRIX IGFAX DSHGX JORNX WIMVX FGABX SMYIX VSQAX USAWX RGESX MEVIX JORFX TQGEX PMDEX FGTNX TQGAX PORTX GAPTX USWGX USCGX GDGSX RWICX HEOIX VMVFX LGCFX CWIEX GGBZX PXWIX UGOFX FBLYX RSGGX HCMPX PXWEX ERBAX IVGTX MEQRX GDGIX VMNVX NUGIX WGIFX ERBIX FGILX EIDIX UGMVX HCMNX CWGFX SPGTX CWIFX ESGJX ATWYX UIWGX UICGX HEORX TNBIX PGRNX RWIEX JORAX SPGEX MSFBX ATWAX CNGLX AGVEX MRGSX WTMVX DGBEX AQGNX DGEIX THORX TNBRX MGQIX GAPSX RWIFX GCEAX MWEHX JFGIX DGFYX VICEX JGQIX JTKIX VICAX CAMAX GAPIX VTWIX PFSEX AVEWX GAPUX PJERX PMDQX AMTAX ADAVX CFIPX MGISX AALGX CWGIX MGQSX MWEMX GAGYX SGMIX GADGX UCEQX AWACX IESGX IMWAX FTGFX AWSCX DGFAX SEEFX GGEAX FIITX AQGIX LMPEX MGQAX VICVX SGLYX RLGYX CWGCX VESGX MWEGX CWICX VEIGX FBUSX SMYSX AMTZX LGCAX THOAX HEOSX RMEAX AWAYX AWSYX AGVFX TLVOX SESGX TAGGX ASTPX GPSTX GSKPX AWAAX AWSAX PFFFX TEMWX MVGJX RGEAX DGERX FTWRX TQGIX RWIGX ESGHX HEOMX CWIAX GIDGX NUGAX HEOYX PXEAX MWEBX IILGX AQGRX GCEYX MWEFX FIISX TWDAX AMTYX JORIX THOFX RWIAX DREIX MGQLX ASTNX PGINX BIEEX SPQAX TIGGX VSQRX MDGCX JANRX PORIX GGEIX TGADX RWIBX JFGAX FIQQX ARSOX ESGKX JSLNX EADIX TEPLX MWELX GAPAX VTWAX AGVGX FHGIX MVGAX ROCKX TEWTX FWGIX NSRKX LGCYX MVGIX BIDVX VEOAX VEOIX