# AB Tax-Managed Wealth Apprec Strat Adv (ATWYX)

> Source: Nexqual · https://nexqual.com/ATWYX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, AB Tax-Managed Wealth Apprec Strat Adv (ATWYX), nexqual.com/ATWYX" · informational, not investment advice.

**Price:** USD 28.42 (-0.46% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 28.55 · day 28.42–28.42 · 52w 24.52–29.68 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +11.8% vs S&P 500 +13.4%; 5Y +58.2% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +11.8% | +58.2% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +11.8% | +9.7% |
| Volatility (annualized) | 13.9% | 15.5% |
| Max drawdown | -9.8% (Feb 2026→Mar 2026) | -26.1% (Nov 2021→Sep 2022) |

## Peers
AWAYX (The AB Portfolios - AB Wealth A) USD 26.11 -0.00% · SNIDX (Sanford C. Bernstein Intermedia) USD 10.83 +0.00% · ABVYX (AB Value Fund Advisor Class) USD 22.16 +0.00% · SNDPX (Sanford C. Bernstein Diversifie) USD 13.64 -0.00% · AUUYX (AB Cap Fund, Inc. - AB Select U) USD 27.35 -0.00%

## More
Full page: https://nexqual.com/ATWYX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt