ALTFX vs. OAKIX

In the year-to-date period, ALTFX achieves a 1.60% return, which is significantly lower than OAKIX's 17.95% return. Over the past 10 years, ALTFX has outperformed OAKIX with an annualized return of 9.16%, while OAKIX has yielded a comparatively lower 4.42% annualized return.

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ALTFX has a 1.02% expense ratio, which is lower than OAKIX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Sustainable Global Thematic Fund (ALTFX) and Oakmark International Fund (OAKIX). 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.

The current ALTFX Sharpe Ratio is 0.19, which is lower than the OAKIX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of ALTFX and OAKIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ALTFX's dividend yield for the trailing twelve months is around 8.05%, more than OAKIX's 2.09% yield.

The maximum ALTFX drawdown since its inception was -80.01%, which is greater than OAKIX's maximum drawdown of -60.45%. Use the drawdown chart below to compare losses from any high point for ALTFX and OAKIX.

AB Sustainable Global Thematic Fund (ALTFX) has a higher volatility of 4.43% compared to Oakmark International Fund (OAKIX) at 3.44%. This indicates that ALTFX's price experiences larger fluctuations and is considered to be riskier than OAKIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.