Performance analysis of AllianceBernstein Holding Lp (AB)
Annual Return
Over the past 3 years, AB has had an average annual return of +13.31%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, AB has had an average annual return of +4.46%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, AB has had an average annual return of +13.88%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, AB has had an average annual return of +8.49%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.04% | +13.32% | +30.56% | -2.37% | -23.47% | +56.28% | +22.97% | +19.83% | +20.94% | +16.81% | +6.84% | -1.08% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +30.52% | +31.18% | +42.27% | -39.36% | -12.29% | +44.16% | -70.22% | -1.20% | +50.15% | +42.77% | +28.66% | +15.86% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -31.69% | +0.94% | +80.69% | +4.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.55% | -5.48% | -4.64% | +6.57% | -4.94% | -5.17% | +6.59% | +2.04% | |||||
| 2025 | +8.01% | -3.26% | +1.73% | +2.84% | +3.38% | +2.20% | -0.10% | -1.14% | -3.44% | +5.23% | +4.94% | -6.85% | +13.32% |
| 2024 | +8.12% | -3.07% | +9.35% | -3.60% | +2.38% | +0.72% | +4.44% | -0.23% | +1.31% | +6.19% | -0.02% | +2.26% | +30.56% |
| 2023 | +10.30% | +4.23% | -5.87% | -4.38% | +1.40% | -7.51% | +0.09% | -1.93% | -2.00% | -5.34% | +3.07% | +7.19% | -2.37% |
| 2022 | -3.87% | -1.76% | +4.86% | -15.33% | +9.27% | -2.26% | +5.96% | -0.65% | -18.62% | +7.33% | +9.10% | -14.82% | -23.47% |
| 2021 | +4.68% | +6.13% | +9.38% | +7.80% | +6.35% | +3.40% | +3.67% | +10.47% | -5.33% | +13.74% | -9.72% | -2.55% | +56.28% |
| 2020 | +8.23% | -4.83% | -38.87% | +25.98% | +9.61% | +9.09% | +6.53% | +0.28% | -5.09% | +10.02% | +9.67% | +5.96% | +22.97% |
| 2019 | +11.61% | -2.40% | -0.83% | +2.15% | -6.32% | +9.30% | +1.51% | -4.44% | +3.78% | +0.03% | +0.81% | +4.45% | +19.83% |
| 2018 | +8.98% | +0.46% | +0.94% | +1.30% | +7.08% | +0.71% | +5.78% | +1.70% | +1.33% | -5.06% | +7.03% | -9.57% | +20.94% |
| 2017 | -0.43% | +4.35% | -3.59% | +0.22% | +0.67% | +4.88% | +4.65% | -3.34% | +3.63% | +6.38% | -1.37% | +0.20% | +16.81% |
Drawdown analysis of AllianceBernstein Holding Lp (AB)
The maximum drawdown for the AB was -87.65%, occurring on Mar 9, 2009. Recovery took 2957 trading sessions.
The current AB drawdown is -8.26%.
Since Nov 1, 1999 AB has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.65% | Oct 5, 2007 | 357 | Mar 9, 2009 | 2957 | Dec 3, 2020 | 3314 |
| -54.64% | Feb 1, 2001 | 421 | Oct 9, 2002 | 590 | Feb 11, 2005 | 1011 |
| -45.81% | Nov 5, 2021 | 507 | Nov 13, 2023 | 421 | Jul 22, 2025 | 928 |
| -19.61% | Apr 20, 2006 | 47 | Jun 27, 2006 | 56 | Sep 15, 2006 | 103 |
| -18.49% | Sep 14, 2000 | 30 | Oct 26, 2000 | 31 | Dec 11, 2000 | 61 |
| -16.03% | Apr 20, 2007 | 81 | Aug 15, 2007 | 36 | Oct 5, 2007 | 117 |
| -14.67% | Dec 5, 2025 | 76 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -13.78% | Feb 20, 2007 | 9 | Mar 5, 2007 | 27 | Apr 12, 2007 | 36 |
| -12.91% | Dec 11, 2000 | 8 | Dec 21, 2000 | 17 | Jan 18, 2001 | 25 |
| -11.47% | Jul 25, 2025 | 47 | Oct 1, 2025 | 41 | Nov 28, 2025 | 88 |
| -10.26% | Nov 16, 1999 | 20 | Dec 15, 1999 | 20 | Jan 13, 2000 | 40 |
| -10.16% | Feb 17, 2005 | 39 | Apr 15, 2005 | 68 | Jul 22, 2005 | 107 |
| -10.01% | Feb 4, 2000 | 22 | Mar 8, 2000 | 7 | Mar 17, 2000 | 29 |
| -8.28% | May 6, 2021 | 4 | May 12, 2021 | 18 | Jun 8, 2021 | 22 |
| -8.10% | Mar 19, 2021 | 6 | Mar 29, 2021 | 19 | Apr 26, 2021 | 25 |
| -7.81% | Aug 31, 2021 | 13 | Sep 20, 2021 | 21 | Oct 19, 2021 | 34 |
| -7.48% | Jun 19, 2000 | 21 | Jul 19, 2000 | 13 | Aug 7, 2000 | 34 |
| -7.43% | Jul 22, 2005 | 35 | Sep 12, 2005 | 14 | Sep 30, 2005 | 49 |
| -7.19% | Dec 3, 2020 | 4 | Dec 9, 2020 | 18 | Jan 6, 2021 | 22 |
| -6.86% | Mar 23, 2000 | 17 | Apr 17, 2000 | 5 | Apr 25, 2000 | 22 |
| -6.71% | Nov 5, 1999 | 4 | Nov 11, 1999 | 3 | Nov 16, 1999 | 7 |
| -6.38% | Jun 9, 2021 | 7 | Jun 18, 2021 | 6 | Jun 28, 2021 | 13 |
| -6.22% | Jul 6, 2021 | 9 | Jul 19, 2021 | 5 | Jul 26, 2021 | 14 |
| -6.10% | Feb 8, 2021 | 2 | Feb 10, 2021 | 19 | Mar 10, 2021 | 21 |
| -6.08% | Jan 26, 2021 | 3 | Jan 29, 2021 | 4 | Feb 4, 2021 | 7 |