AB SICAV I - Low Volatility Equity Portfolio A USD Acc

Qualification

ISIN: LU0861579265

Categoria Morningstar: Global Large-Cap Blend Equity

Società: AllianceBernstein

The Portfolio seeks to increase the value of your investment over time through capital growth. y Under normal market conditions, the Portfolio typically invests in equity securities of companies that are organised, have substantial business activities in developed countries as well as Emerging Markets, that the Investment Manager believes have lower volatility. These companies may be of any market capitalisation and industry. The Portfolio’s equity investments may include convertible securities, depositary receipts and ETFs. The Portfolio may be exposed to any currency.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 26,75 3 anni: 11,75 5 anni: 10,27 Inizio: 12,54 2021: 22,57 2020: -3,69 2019: 26,95 2018: 0,18 2017: 4,36
Rendimento annuo: Categoria 1 anno: 29,58 3 anni: 14,12 5 anni: 11,22 Inizio: - 2021: 20,82 2020: 4,68 2019: 26,09 2018: -7,74 2017: 8,25
Rendimento annuo: Percentile 1 anno: 85,00 3 anni: 76,00 5 anni: 67,00 Inizio:- 2021: 54,00 2020: 90,00 2019: 48,00 2018: 4,00 2017: 89,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 14,01 3 Sharpe Ratio: 0,53 5 Correlazione: 95,69 Beta: 0,78 Alfa: -1,48 Tracking error: 5,86 Info Ratio: -0,68
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2021-10-22
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2021-10-22