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