PortfoliosLab logo

AllianceBernstein Holding L.P. (AB)

Equity · Currency in USD · Last updated Feb 4, 2023

Company Info

ISINUS01881G1067
CUSIP01881G106
SectorFinancial Services
IndustryAsset Management

Trading Data

Previous Close$39.26
Year Range$31.73 - $45.51
EMA (50)$37.72
EMA (200)$39.28
Average Volume$339.92K
Market Capitalization$3.94B

ABShare Price Chart


Loading data...

ABPerformance

The chart shows the growth of $10,000 invested in AllianceBernstein Holding L.P. in Sep 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $38,486 for a total return of roughly 284.86%. All prices are adjusted for splits and dividends.


-30.00%-20.00%-10.00%0.00%10.00%OctoberNovemberDecember2023February
-7.04%
4.28%
AB (AllianceBernstein Holding L.P.)
Benchmark (^GSPC)

ABCompare to other instruments

Search for stocks, ETFs, and funds to compare with AB

AllianceBernstein Holding L.P.

Popular comparisons: AB vs. QQQ, AB vs. VOO, AB vs. UTF

ABReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M11.12%8.17%
YTD14.23%7.73%
6M-9.99%-0.37%
1Y-10.20%-9.87%
5Y18.10%8.42%
10Y16.13%10.72%

ABMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202310.30%
2022-0.66%-18.62%7.33%9.17%-14.82%

ABSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current AllianceBernstein Holding L.P. Sharpe ratio is -0.29. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.20OctoberNovemberDecember2023February
-0.29
-0.41
AB (AllianceBernstein Holding L.P.)
Benchmark (^GSPC)

ABDividend History

AllianceBernstein Holding L.P. granted a 9.02% dividend yield in the last twelve months. The annual payout for that period amounted to $3.54 per share.


PeriodTTM2022202120202019201820172016201520142013201220112010
Dividend$3.54$3.54$3.58$2.79$2.32$2.88$2.13$1.75$1.93$1.89$1.59$0.95$1.44$1.51

Dividend yield

9.02%10.30%7.97%9.71%9.93%14.78%13.23%12.69%14.96%14.49%15.89%12.45%26.87%17.07%

ABMonthly Dividends

The table displays the monthly dividend distributions for AllianceBernstein Holding L.P.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00
2022$0.00$1.29$0.00$0.00$0.90$0.00$0.00$0.71$0.00$0.00$0.64$0.00
2021$0.00$0.97$0.00$0.00$0.81$0.00$0.00$0.91$0.00$0.00$0.89$0.00
2020$0.00$0.85$0.00$0.00$0.64$0.00$0.61$0.00$0.00$0.69$0.00$0.00
2019$0.00$0.64$0.00$0.00$0.49$0.00$0.00$0.56$0.00$0.00$0.63$0.00
2018$0.00$0.84$0.00$0.00$0.73$0.00$0.00$0.62$0.00$0.00$0.69$0.00
2017$0.00$0.67$0.00$0.00$0.46$0.00$0.00$0.49$0.00$0.00$0.51$0.00
2016$0.00$0.50$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.45$0.00
2015$0.00$0.57$0.00$0.00$0.45$0.00$0.00$0.48$0.00$0.43$0.00$0.00
2014$0.00$0.60$0.00$0.00$0.39$0.00$0.00$0.45$0.00$0.45$0.00$0.00
2013$0.00$0.40$0.00$0.00$0.38$0.00$0.00$0.41$0.00$0.40$0.00$0.00
2012$0.00$0.12$0.00$0.00$0.26$0.00$0.00$0.21$0.00$0.00$0.36$0.00
2011$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.34$0.00$0.00$0.26$0.00
2010$0.62$0.00$0.00$0.46$0.00$0.00$0.31$0.00$0.00$0.12$0.00

ABDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%OctoberNovemberDecember2023February
-24.56%
-13.76%
AB (AllianceBernstein Holding L.P.)
Benchmark (^GSPC)

ABWorst Drawdowns

The table below shows the maximum drawdowns of the AllianceBernstein Holding L.P.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the AllianceBernstein Holding L.P. is 59.93%, recorded on Jun 14, 2012. It took 464 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.93%Apr 15, 2010548Jun 14, 2012464Apr 22, 20141012
-58.08%Feb 21, 202019Mar 18, 2020179Dec 1, 2020198
-45.62%May 5, 2015193Feb 8, 2016482Jan 5, 2018675
-39.02%Nov 8, 2021234Oct 12, 2022
-23.24%Dec 4, 201814Dec 24, 201832Feb 11, 201946
-17.03%Sep 2, 201432Oct 15, 201429Nov 25, 201461
-16.1%Jan 12, 201020Feb 9, 201021Mar 11, 201041
-12.63%Jul 17, 201922Aug 15, 201958Nov 6, 201980
-12.52%Nov 26, 201414Dec 16, 201441Feb 17, 201555
-11.67%Jan 29, 20189Feb 8, 20188Feb 21, 201817

ABVolatility Chart

Current AllianceBernstein Holding L.P. volatility is 24.28%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%OctoberNovemberDecember2023February
24.28%
16.33%
AB (AllianceBernstein Holding L.P.)
Benchmark (^GSPC)