AllianceBernstein

  • AB Tax-Managed Wealth Appreciation Strategy

AB Tax-Managed Wealth Appreciation Strategy

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2019 -1.5 3.1 2.5 1.8 -2 0.2 6 -5.6 2.8 0.9 2.4 8.2 0
2020 0 0 0 0 0 0 0 0 0 0 0 0 11.2
2021 0 0 0 0 0 0 0 0 0 0 0 0 14.2
2022 -8.8 7.5 6.3 -9.7 -3.7 6.4 -8 0.7 -7.7 1 -3.2 -4.5 -23
2023 4.1 8.5 -3 -4.1 -2.9 3.3 5.9 -1.5 1.4 1.3 -2.8 8.1 18.6
2024 0.3 0 0 0 0 0 0 0 0 0 0 0 9.8