See what your fund actually adds
AB Sustainable Global Thematic Fund Class A ALTFX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | ALTFX | Replication |
|---|---|---|
| Annualized growth | 0.7% | 6.3% |
| Annualized volatility | 18.1% | 18.3% |
| Sharpe ratio | 0.13 | 0.43 |
| Maximum drawdown | 35.8% | 33.7% |
| Replication fit (R²) | 0.94 · Tracking error 4.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model ALTFX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| EFG | Intl · Growth | 37.5% |
| VOT | Mid-Cap · Growth | 34.2% |
| VUG | Style · Growth | 15.7% |
| IJH | US Mid Cap | 12.7% |