AB Tax-Managed Wealth Appreciation Strategy
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2003 | 0 | -100 | -2.77 | 9.88 | 0 |
| 2004 | 1.95 | 1.09 | -1.53 | 9.77 | 11.4 |
| 2005 | -2.66 | 2.14 | 7.36 | 4.08 | 11.1 |
| 2006 | 4.84 | -3.18 | 4.03 | 7.73 | 13.44 |
| 2007 | 0.94 | 5.43 | 1.55 | -4.98 | 5.57 |
| 2008 | -11.35 | -2.21 | -15.95 | -21.87 | -43.07 |
| 2009 | -11.6 | 16.75 | 18.69 | 4.67 | 28.23 |
| 2010 | 3.24 | -14.75 | 12.08 | 10.09 | 8.6 |
| 2011 | 4.66 | -1.75 | -18.45 | 8.47 | -9.04 |
| 2012 | 12.96 | -8.47 | 5.18 | 2.41 | 13.14 |
| 2013 | 6.82 | 1.38 | 7.49 | 7.68 | 25.52 |
| 2014 | 0.85 | 4.81 | -2.54 | 0.95 | 3.99 |
| 2015 | 2.95 | 0.69 | -8.74 | 4.01 | -1.6 |
| 2016 | -1.05 | 0.28 | 4.63 | 0.23 | 4.07 |
| 2017 | 6.16 | 3.74 | 4.84 | 5.23 | 21.86 |
| 2018 | -0.44 | 1.99 | 3.59 | -13.43 | -10.61 |
| 2019 | 11.69 | 1.68 | -0.69 | 4.13 | 19.58 |
| 2020 | -22.6 | 18.71 | 7.31 | 12.83 | 11.24 |
| 2021 | 0 | 3.8 | 6.49 | 5.77 | 14.17 |
| 2022 | -7.47 | -14.53 | -6.64 | 4.23 | -23.04 |
| 2023 | 6.38 | 5.7 | -3.78 | 9.91 | 18.56 |
| 2024 | 10.86 | -0.71 | 0 | 0 | 16.08 |