ATWYX vs. NALFX
Compare and contrast key facts about AB Tax-Managed Wealth Appreciation Strategy (ATWYX) and New Alternatives Fund (NALFX).
ATWYX is managed by BlackRock. It was launched on Sep 1, 2003. NALFX is managed by New Alternatives. It was launched on Sep 2, 1982.
Performance
ATWYX vs. NALFX - Performance Comparison
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ATWYX vs. NALFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ATWYX AB Tax-Managed Wealth Appreciation Strategy | -1.67% | 21.44% | 18.72% | 20.55% | -18.58% | 20.45% | 12.70% | 25.56% | -9.76% | 23.04% |
NALFX New Alternatives Fund | 8.31% | 28.13% | -6.03% | -2.49% | -15.87% | -4.78% | 61.74% | 36.98% | -6.91% | 21.24% |
Returns By Period
In the year-to-date period, ATWYX achieves a -1.67% return, which is significantly lower than NALFX's 8.31% return. Both investments have delivered pretty close results over the past 10 years, with ATWYX having a 10.79% annualized return and NALFX not far behind at 10.36%.
ATWYX
- 1D
- 3.18%
- 1M
- -5.98%
- YTD
- -1.67%
- 6M
- 0.82%
- 1Y
- 21.55%
- 3Y*
- 17.03%
- 5Y*
- 9.31%
- 10Y*
- 10.79%
NALFX
- 1D
- 2.50%
- 1M
- -2.56%
- YTD
- 8.31%
- 6M
- 10.62%
- 1Y
- 31.32%
- 3Y*
- 6.67%
- 5Y*
- 0.93%
- 10Y*
- 10.36%
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ATWYX vs. NALFX - Expense Ratio Comparison
ATWYX has a 0.38% expense ratio, which is lower than NALFX's 0.89% expense ratio.
Return for Risk
ATWYX vs. NALFX — Risk / Return Rank
ATWYX
NALFX
ATWYX vs. NALFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Tax-Managed Wealth Appreciation Strategy (ATWYX) and New Alternatives Fund (NALFX). 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.
| ATWYX | NALFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.93 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.86 | 2.46 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.36 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 2.88 | -0.97 |
Martin ratioReturn relative to average drawdown | 8.56 | 11.04 | -2.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ATWYX | NALFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.93 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.05 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.58 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.42 | -0.01 |
Correlation
The correlation between ATWYX and NALFX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ATWYX vs. NALFX - Dividend Comparison
ATWYX's dividend yield for the trailing twelve months is around 4.48%, more than NALFX's 1.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATWYX AB Tax-Managed Wealth Appreciation Strategy | 4.48% | 4.41% | 2.49% | 1.84% | 5.88% | 5.81% | 1.23% | 4.93% | 5.57% | 12.93% | 3.16% | 7.84% |
NALFX New Alternatives Fund | 1.08% | 1.17% | 2.04% | 4.47% | 4.63% | 5.14% | 4.93% | 5.55% | 6.62% | 4.16% | 3.71% | 1.71% |
Drawdowns
ATWYX vs. NALFX - Drawdown Comparison
The maximum ATWYX drawdown since its inception was -59.14%, roughly equal to the maximum NALFX drawdown of -59.67%. Use the drawdown chart below to compare losses from any high point for ATWYX and NALFX.
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Drawdown Indicators
| ATWYX | NALFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.14% | -59.67% | +0.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -10.60% | -1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -26.21% | -38.03% | +11.82% |
Max Drawdown (10Y)Largest decline over 10 years | -34.33% | -42.35% | +8.02% |
Current DrawdownCurrent decline from peak | -6.88% | -7.33% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -10.05% | -14.89% | +4.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.76% | -0.16% |
Volatility
ATWYX vs. NALFX - Volatility Comparison
The current volatility for AB Tax-Managed Wealth Appreciation Strategy (ATWYX) is 6.28%, while New Alternatives Fund (NALFX) has a volatility of 7.09%. This indicates that ATWYX experiences smaller price fluctuations and is considered to be less risky than NALFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATWYX | NALFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 7.09% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 10.83% | -0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.46% | 16.45% | +1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 17.72% | -1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 17.92% | -1.21% |