AB 401k current
brokerage only
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in AB 401k current, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.
The earliest data available for this chart is Oct 20, 2011, corresponding to the inception date of SCHD
Returns By Period
As of Apr 20, 2025, the AB 401k current returned -7.29% Year-To-Date and 10.09% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.71% | -9.92% | 6.35% | 13.40% | 9.65% |
| AB 401k current | -9.91% | -5.24% | -7.95% | 7.95% | 13.36% | 10.61% |
| Portfolio components: | ||||||
VIG Vanguard Dividend Appreciation ETF | -5.66% | -5.02% | -7.92% | 7.54% | 12.44% | 10.64% |
VCR Vanguard Consumer Discretionary ETF | -18.26% | -5.67% | -9.31% | 5.72% | 14.07% | 10.88% |
VUG Vanguard Growth ETF | -14.09% | -6.75% | -9.98% | 9.75% | 15.81% | 13.39% |
VTV Vanguard Value ETF | -3.89% | -6.18% | -7.97% | 6.15% | 13.71% | 9.41% |
VDC Vanguard Consumer Staples ETF | 4.81% | 4.04% | 2.57% | 13.94% | 10.77% | 8.31% |
SCHD Schwab US Dividend Equity ETF | -6.12% | -8.23% | -10.14% | 3.31% | 13.10% | 10.19% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 1.73% | -0.75% | 0.08% | 7.92% | 1.11% | 2.59% |
SWVXX Schwab Value Advantage Money Fund | 1.03% | 0.33% | 2.00% | 4.64% | 2.55% | 1.73% |
Monthly Returns
The table below presents the monthly returns of AB 401k current, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.74% | -1.92% | -5.85% | -5.04% | -9.91% | ||||||||
| 2024 | 0.44% | 5.18% | 2.31% | -4.01% | 3.72% | 3.12% | 1.69% | 2.20% | 2.49% | -1.18% | 6.99% | -2.07% | 22.39% |
| 2023 | 6.57% | -2.20% | 3.34% | 1.13% | -0.02% | 6.91% | 3.04% | -1.70% | -4.77% | -2.47% | 8.78% | 4.81% | 24.86% |
| 2022 | -6.53% | -3.05% | 3.07% | -8.00% | -1.56% | -7.53% | 9.55% | -3.64% | -8.52% | 6.65% | 4.98% | -6.00% | -20.50% |
| 2021 | -0.77% | 1.44% | 4.43% | 4.88% | -0.05% | 2.27% | 1.98% | 2.36% | -4.26% | 6.99% | -0.39% | 3.57% | 24.34% |
| 2020 | 0.77% | -7.40% | -11.19% | 12.75% | 4.91% | 2.37% | 6.36% | 7.96% | -2.96% | -2.21% | 10.71% | 3.56% | 25.36% |
| 2019 | 7.32% | 3.04% | 2.10% | 3.84% | -5.80% | 6.42% | 1.75% | -0.64% | 1.47% | 1.18% | 2.74% | 2.55% | 28.54% |
| 2018 | 5.34% | -3.91% | -1.90% | -0.14% | 2.09% | 1.38% | 3.09% | 3.25% | 0.69% | -6.54% | 2.19% | -8.14% | -3.51% |
| 2017 | 2.03% | 3.46% | 0.56% | 1.48% | 1.56% | -0.14% | 1.48% | -0.18% | 1.51% | 1.84% | 3.63% | 1.46% | 20.29% |
| 2016 | -3.74% | 0.38% | 6.00% | -0.22% | 1.14% | 1.03% | 2.97% | -0.26% | -0.26% | -1.79% | 2.28% | 1.43% | 8.98% |
| 2015 | -2.40% | 5.48% | -1.98% | 0.73% | 1.11% | -1.54% | 2.60% | -5.53% | -1.73% | 7.08% | 0.00% | -1.25% | 1.93% |
| 2014 | -3.95% | 4.59% | 0.03% | 0.45% | 2.10% | 1.64% | -1.96% | 3.76% | -1.29% | 2.44% | 3.34% | -0.17% | 11.14% |
Expense Ratio
AB 401k current has an expense ratio of 0.05%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AB 401k current is 61, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VIG Vanguard Dividend Appreciation ETF | 0.49 | 0.79 | 1.11 | 0.50 | 2.40 |
VCR Vanguard Consumer Discretionary ETF | 0.23 | 0.50 | 1.07 | 0.21 | 0.72 |
VUG Vanguard Growth ETF | 0.40 | 0.72 | 1.10 | 0.43 | 1.62 |
VTV Vanguard Value ETF | 0.41 | 0.67 | 1.09 | 0.42 | 1.77 |
VDC Vanguard Consumer Staples ETF | 1.08 | 1.61 | 1.21 | 1.56 | 5.09 |
SCHD Schwab US Dividend Equity ETF | 0.21 | 0.40 | 1.05 | 0.21 | 0.81 |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 1.45 | 2.08 | 1.26 | 0.74 | 4.71 |
SWVXX Schwab Value Advantage Money Fund | 3.56 | — | — | — | — |
Dividends
Dividend yield
AB 401k current provided a 1.49% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.49% | 1.35% | 1.45% | 1.48% | 1.21% | 1.50% | 1.50% | 1.76% | 1.54% | 1.73% | 1.75% | 1.51% |
| Portfolio components: | ||||||||||||
VIG Vanguard Dividend Appreciation ETF | 1.93% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
VCR Vanguard Consumer Discretionary ETF | 0.95% | 0.74% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% | 1.23% |
VUG Vanguard Growth ETF | 0.55% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
VTV Vanguard Value ETF | 2.42% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
VDC Vanguard Consumer Staples ETF | 2.38% | 2.33% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% |
SCHD Schwab US Dividend Equity ETF | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.49% | 4.43% | 3.72% | 3.03% | 2.87% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% |
SWVXX Schwab Value Advantage Money Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the AB 401k current. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AB 401k current was 30.93%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.
The current AB 401k current drawdown is 10.57%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.93% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -25.51% | Jan 4, 2022 | 197 | Oct 14, 2022 | 328 | Jan 29, 2024 | 525 |
| -18.12% | Dec 17, 2024 | 77 | Apr 8, 2025 | — | — | — |
| -17.85% | Sep 21, 2018 | 65 | Dec 24, 2018 | 70 | Apr 5, 2019 | 135 |
| -10.56% | Jul 21, 2015 | 143 | Feb 11, 2016 | 32 | Mar 30, 2016 | 175 |
Volatility
Volatility Chart
The current AB 401k current volatility is 12.56%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| SWVXX | VCIT | VDC | VCR | VUG | SCHD | VTV | VIG | |
|---|---|---|---|---|---|---|---|---|
| SWVXX | 1.00 | -0.01 | 0.04 | 0.02 | 0.02 | 0.03 | 0.03 | 0.03 |
| VCIT | -0.01 | 1.00 | 0.12 | 0.08 | 0.09 | 0.04 | 0.02 | 0.07 |
| VDC | 0.04 | 0.12 | 1.00 | 0.56 | 0.56 | 0.76 | 0.72 | 0.77 |
| VCR | 0.02 | 0.08 | 0.56 | 1.00 | 0.87 | 0.71 | 0.74 | 0.80 |
| VUG | 0.02 | 0.09 | 0.56 | 0.87 | 1.00 | 0.70 | 0.73 | 0.83 |
| SCHD | 0.03 | 0.04 | 0.76 | 0.71 | 0.70 | 1.00 | 0.94 | 0.91 |
| VTV | 0.03 | 0.02 | 0.72 | 0.74 | 0.73 | 0.94 | 1.00 | 0.92 |
| VIG | 0.03 | 0.07 | 0.77 | 0.80 | 0.83 | 0.91 | 0.92 | 1.00 |