(AB) AllianceBernstein - Performance 36.9% in 12m
Compare AB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.10%
#34 in Group
Rel. Strength
85.22%
#1177 in Universe
Total Return 12m
36.94%
#17 in Group
Total Return 5y
188.70%
#17 in Group
P/E 11.0
50th Percentile in Group
P/E Forward 10.1
61th Percentile in Group
PEG 0.63
8th Percentile in Group
FCF Yield 9.71%
90th Percentile in Group
12m Total Return: AB (36.9%) vs XLF (24%)

5y Drawdown (Underwater) Chart

Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
---|---|---|---|---|---|---|---|---|
AMP NYSE Ameriprise Financial |
9.06% | 20.9% | 361% | 16.5 | 13.1 | 1.9 | 12.6% | 4.55% |
AGF-B TO AGF Management |
23.8% | 45.5% | 331% | 6.99 | 6 | 1.25 | 76.9% | 18.1% |
APO NYSE Apollo Global Management |
14.3% | 32.5% | 293% | 18.3 | 16.8 | 1.37 | 4.90% | -4.44% |
FHI NYSE Federated Investors |
13.4% | 35% | 162% | 11.6 | 10.1 | 1.94 | 26.8% | 22.9% |
BK NYSE The Bank of New York Mellon |
13.1% | 54.5% | 212% | 14 | 12.4 | 1.1 | 28.1% | 10.4% |
BCSF NYSE Bain Capital Specialty |
5.71% | 3.83% | 174% | 8.7 | 10.4 | 1.07 | 14.7% | -6.71% |
TSLX NYSE Sixth Street Specialty |
9.38% | 11.6% | 132% | 11.3 | 10.1 | 1.27 | -27.1% | -3.62% |
PNNT NYSE PennantPark Investment |
7.44% | 3.94% | 316% | 7.76 | 8.1 | 0.28 | -35.2% | -18.6% |
Performance Comparison: AB vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for AB
Total Return (including Dividends) | AB | XLF | S&P 500 |
---|---|---|---|
1 Month | 10.32% | 7.89% | 8.14% |
3 Months | 22.52% | -0.59% | -3.09% |
12 Months | 36.94% | 24.01% | 13.34% |
5 Years | 188.70% | 163.57% | 120.03% |
Trend Score (consistency of price movement) | AB | XLF | S&P 500 |
1 Month | 84.9% | 94.1% | 90.1% |
3 Months | 53.4% | -53.8% | -66.3% |
12 Months | 90.8% | 81.7% | 48.9% |
5 Years | 35.0% | 75.1% | 84.1% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
1 Month | #16 | 2.25% | 2.02% |
3 Month | #11 | 23.3% | 26.4% |
12 Month | #16 | 10.4% | 20.8% |
5 Years | #21 | 9.54% | 31.2% |
FAQs
Does AB AllianceBernstein outperforms the market?
Yes,
over the last 12 months AB made 36.94%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.01%.
Over the last 3 months AB made 22.52%, while XLF made -0.59%.
Over the last 3 months AB made 22.52%, while XLF made -0.59%.
Performance Comparison AB vs Indeces and Sectors
AB vs. Indices AB is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | -3.29% | 2.18% | 20.2% | 23.6% |
US NASDAQ 100 | QQQ | -4.34% | -0.69% | 19.2% | 21.6% |
US Dow Jones Industrial 30 | DIA | -2.73% | 5.63% | 21.2% | 27.7% |
German DAX 40 | DAX | -0.74% | -1.95% | -4.95% | 11.7% |
Shanghai Shenzhen CSI 300 | CSI 300 | -2.75% | 4.59% | 20.3% | 27.9% |
Hongkong Hang Seng | HSI | -4.88% | -4.04% | 9.21% | 26.6% |
India NIFTY 50 | INDA | 0.17% | 3.87% | 16.8% | 31.2% |
Brasil Bovespa | EWZ | -2.75% | 0.40% | 14.7% | 43.5% |
AB vs. Sectors AB is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | -1.42% | 2.35% | 15.9% | 14.1% |
Consumer Discretionary | XLY | -6.44% | -1.35% | 19.9% | 16.4% |
Consumer Staples | XLP | 0.73% | 11.2% | 16.7% | 29.5% |
Energy | XLE | -4.90% | 3.49% | 26.9% | 43.6% |
Financial | XLF | -2.72% | 2.43% | 15.4% | 12.9% |
Health Care | XLV | 1.75% | 12.2% | 25.4% | 40.6% |
Industrial | XLI | -4.03% | -0.17% | 18.9% | 23.2% |
Materials | XLB | -2.46% | 4.12% | 24.0% | 40.9% |
Real Estate | XLRE | 0.72% | 5.62% | 20.0% | 23.3% |
Technology | XLK | -5.51% | -3.44% | 21.8% | 25.9% |
Utilities | XLU | -0.09% | 7.66% | 15.3% | 21.6% |
Aerospace & Defense | XAR | -1.74% | 0.42% | 11.6% | 9.00% |
Biotech | XBI | 4.04% | 6.52% | 39.5% | 48.4% |
Homebuilder | XHB | -4.25% | 0.46% | 31.3% | 41.6% |
Retail | XRT | -5.98% | -1.38% | 23.9% | 37.6% |