AB Sustainable Thematic Bal Port C (ABPCX)

11.65 +0.13 (+1.13%) USD  |  Aug 12 2022

ABPCX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
AB Sustainable Thematic Bal Port C
6.36%
5.55%
2.79%
-1.44%
2.81%
7.51%
-6.35%
13.72%
3.62%
7.74%
-12.80%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.34%
Delaware Ivy Balanced Fund Class C
10.72%
22.45%
6.54%
-1.10%
1.27%
10.59%
-4.01%
21.21%
13.51%
15.36%
-10.39%
Calvert Balanced C
9.91%
16.32%
8.91%
-3.60%
6.87%
10.66%
-3.48%
22.82%
14.57%
13.42%
-9.66%
1919 Socially Responsive Balanced C
9.37%
17.50%
7.90%
-2.82%
5.02%
15.47%
-1.95%
23.78%
19.77%
16.46%
-11.89%
JPMorgan Diversified C
15.01%
16.86%
6.01%
-1.79%
5.18%
16.72%
-8.73%
19.68%
16.14%
12.42%
-11.50%
As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
AB Sustainable Thematic Bal Port C
10.01%
8.27%
-4.12%
-12.78%
0.42%
1.29%
2.27%
2.05%
--
2.95%
S&P 500 Total Return
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
Delaware Ivy Balanced Fund Class C
8.09%
7.17%
-4.37%
-7.32%
8.68%
7.69%
7.19%
6.25%
6.99%
6.99%
Calvert Balanced C
6.70%
5.19%
-3.67%
-6.69%
7.51%
7.96%
7.38%
5.38%
5.69%
6.87%
1919 Socially Responsive Balanced C
9.87%
9.30%
-3.77%
-7.58%
9.77%
9.98%
8.48%
6.35%
6.49%
7.35%
JPMorgan Diversified C
6.28%
3.55%
-7.41%
-9.72%
7.36%
6.21%
7.03%
5.71%
6.51%
7.10%
As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022