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Sanford C Bernstein Short Dur Plus Port;Sh Dur Pls

Ranked 161 out of 216 in - US Dollar Short Term over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to provide safety of principal and a moderate rate of income that is subject to taxes, by investing primarily in securities rated A or better and maintaining an effective duration of 1 to 3 years.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar Short Term over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2% 0.3%
2017 0.7% 0.3% 0.4% 0.2% -0.1%
2016 0.9% 0.7% 0.7% 0.0% -0.5%
2015 0.2% 0.5% 0.0% 0.1% -0.4%
2014 0.5% 0.2% 0.3% -0.1% 0.1%
2013 0.0% 0.0% -0.6% 0.3% 0.4%
2012 0.7% 0.2% 0.2% 0.5% -0.2%
2011 1.0% 0.2% 0.7% -0.1% 0.2%
2010 3.3% 1.1% 1.2% 0.8% 0.1%
2009 6.8% 1.3% 1.9% 2.4% 1.1%
2008 -3.8% -1.6% -0.1% -1.5% -0.6%
2007 3.9% 1.7% 0.5% 1.0% 0.6%
2006 4.1% 0.5% 0.6% 2.1% 0.9%
2005 1.4% -0.3% 1.0% 0.2% 0.5%
2004 1.3% 1.2% -1.2% 1.0% 0.3%
2003 2.6% 0.8% 1.1% 0.3% 0.4%
2002 5.1% 0.0% 1.9% 1.9% 1.2%
2001 8.4% 2.7% 1.4% 3.1% 0.9%
2000 6.4% 1.0% 1.4% 1.9% 1.9%
1999 3.8% 0.9% 0.9% 1.0% 0.9%
1998 5.9% 1.3% 1.3% 2.3% 1.0%
1997 5.5% 0.8% 1.9% 1.6% 1.2%
1996 4.8% 0.2% 1.0% 1.8% 1.8%
1995 10.2% 2.9% 2.8% 1.5% 2.6%
1994 0.6% -0.3% 0.2% 0.7% 0.0%
1993 5.4% 1.9% 1.6% 1.2% 0.6%
1992 6.4% 0.3% 3.3% 2.0% 0.6%
1991 12.3% 2.7% 2.4% 3.0% 3.8%
1990 8.2% 1.1% 2.3% 1.9% 2.7%
1989 9.9% 1.5% 3.9% 1.8% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date12/12/1988
  • Share Class size179Mn
  • Base currencyUSD
  • ISIN US0855682029

Purchase Info

  • Min. initial investment25,000
  • Min. regular additional investment0

Charges

  • Annual management0.66%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).