All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2011-05-10? to Mon 2025-03-24 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| ALTFX × |
−3.99%
2025-03-24 |
2.007 TRR
2025-03-24 |
||||
| Ab Sustainable Global Thematic Fund Inc. Class A Mutual Fund | ||||||
| FXAIX × |
−2.89%
2025-03-24 |
3.851 TRR
2025-03-24 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Tue 2011-05-10? to Mon 2025-03-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| ALTFX × |
+31.08%
+1.97%/yr |
+5.40%/yr
(R2=0.676) |
||||
| Ab Sustainable Global Thematic Fund Inc. Class A Mutual Fund | ||||||
| FXAIX × |
+285.12%
+10.21%/yr |
+10.56%/yr
(R2=0.957) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Tue 2011-05-10? to Mon 2025-03-24 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| ALTFX × |
$10,000.00
2011-05-10 |
$13,107.99
2025-03-24 |
||||
| Ab Sustainable Global Thematic Fund Inc. Class A Mutual Fund | ||||||
| FXAIX × |
$10,000.00
2011-05-10 |
$38,511.98
2025-03-24 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Year | ALTFX | FXAIX |
|---|---|---|
| 2025 (YTD) | −3.99% | −2.89% |
| 2024 | −4.52% | +21.51% |
| 2023 | +12.21% | +22.20% |
| 2022 | −33.14% | −23.11% |
| 2021 | +3.85% | +20.24% |
| 2020 | +27.91% | +16.83% |
| 2019 | +22.78% | +28.40% |
| 2018 | −17.49% | −6.79% |
| 2017 | +34.32% | +19.07% |
| 2016 | +0.55% | +9.16% |
| 2015 | +1.71% | +0.38% |
| 2014 | +3.71% | +13.43% |
| 2013 | +20.80% | +30.44% |
| 2012 | +11.04% | +14.01% |
| 2011 | −25.92% | −6.12% |
| 2010 | +16.68% | — |
| 2009 | +51.39% | — |
| 2008 | −45.48% | — |
| 2007 | +15.57% | — |
| 2006 | +5.46% | — |
| 2005 | +1.49% | — |
| 2004 | +1.62% | — |
| 2003 | +39.07% | — |
| 2002 | −44.27% | — |
| 2001 | −27.12% | — |
| 2000 | −31.62% | — |
| 1999 | +61.62% | — |
| 1998 | +49.35% | — |
| 1997 | +1.70% | — |
| 1996 | +14.61% | — |
| 1995 | +34.36% | — |
| 1994 | +12.73% | — |
| 1993 | −16.21% | — |
| 1992 | −4.08% | — |
| 1991 | +49.08% | — |
| 1990 | −15.09% | — |
| 1989 | +2.93% | — |
| 1988 | −26.07% | — |
| 1987 | +5.72% | — |
| 1986 | −6.05% | — |
| Tue 2011-05-10? to Mon 2025-03-24 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| ALTFX × | −38.87% |
−45.79%
2022-10-14 |
||||
| Ab Sustainable Global Thematic Fund Inc. Class A Mutual Fund | ||||||
| FXAIX × | −6.30% |
−33.75%
2020-03-23 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||