All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

ALTFX,FXAIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2011-05-10? to Fri 2025-01-17 YTD
Return
TRR
Price
ALTFX
×
+2.22%
2025-01-17
2.137 TRR
2025-01-17
Ab Sustainable Global Thematic Fund Inc. Class A Mutual Fund
FXAIX
×
+1.88%
2025-01-17
4.392 TRR
2025-01-17
Fidelity 500 Index Fund Mutual Fund

Returns

Tue 2011-05-10? to Fri 2025-01-17 Overall
Return
Exponential
Trendline
ALTFX
×
+39.56%
+2.46%/yr
+5.55%/yr
(R2=0.688)
Ab Sustainable Global Thematic Fund Inc. Class A Mutual Fund
FXAIX
×
+339.17%
+11.41%/yr
+11.08%/yr
(R2=0.951)
Fidelity 500 Index Fund Mutual Fund

Growth of $10,000

Tue 2011-05-10? to Fri 2025-01-17 Start
Value
End
Value
ALTFX
×
$10,000.00
2011-05-10
$13,956.19
2025-01-17
Ab Sustainable Global Thematic Fund Inc. Class A Mutual Fund
FXAIX
×
$10,000.00
2011-05-10
$43,917.35
2025-01-17
Fidelity 500 Index Fund Mutual Fund

Annual Returns

Year ALTFX FXAIX
2025 (YTD) +2.22% +1.88%
2024 −4.52% +21.51%
2023 +12.21% +22.19%
2022 −33.13% −23.11%
2021 +3.85% +20.24%
2020 +27.92% +16.83%
2019 +22.77% +28.39%
2018 −17.49% −6.80%
2017 +34.31% +19.08%
2016 +0.55% +9.15%
2015 +1.71% +1.99%
2014 +3.71% +15.03%
2013 +20.81% +33.12%
2012 +11.04% +16.57%
2011 −25.92% −5.08%
2010 +16.69%
2009 +51.37%
2008 −45.48%
2007 +15.56%
2006 +5.48%
2005 +1.47%
2004 +1.62%
2003 +39.07%
2002 −44.28%
2001 −27.12%
2000 −31.62%
1999 +62.78%
1998 +48.29%
1997 +1.69%
1996 +14.61%
1995 +34.37%
1994 +12.70%
1993 −16.21%
1992 −4.08%
1991 +49.10%
1990 −15.09%
1989 +2.92%
1988 −26.07%
1987 +5.73%
1986 −6.05%

Drawdowns

Tue 2011-05-10? to Fri 2025-01-17 Current
Drawdown
Worst
Drawdown
ALTFX
×
−34.92% −45.79%
2022-10-14
Ab Sustainable Global Thematic Fund Inc. Class A Mutual Fund
FXAIX
×
−1.55% −33.75%
2020-03-23
Fidelity 500 Index Fund Mutual Fund