AllianceBernstein Competition

AWF Fund

USD 10.10 0.04 0.40%

Peers for AllianceBernstein include Calamos Convertible, Calamos Convertible, PIMCO Corporate, Nuveen New, and PIMCO High and others in the group. The list provides context for competitive positioning. This peer module benchmarks AllianceBernstein across key technical and fundamental signals.

Pair Correlation for AllianceBernstein and Aberdeen Total Details

Average diversification

Across the chosen horizon, AWF and AOD show a correlation of 0.15 and fall into the Average diversification bucket. The overlap area represents the portion of risk that may be diversified away when both instruments are held together and nothing else in the portfolio changes.

Moving against AllianceBernstein Fund

0.55	RYENX	Energy Fund Class	Pair Corr
0.45	WABIX	Wells Fargo Advantage	Pair Corr
0.36	TWN	Taiwan Closed	Pair Corr
0.33	KF	Korea Closed	Pair Corr

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The mean reversion tendency in AllianceBernstein's price is a well-documented phenomenon that disciplined investors can exploit by identifying when price has diverged substantially from fundamental and historical anchors.

Hype

Prediction

Low	Estimated	High
9.72	10.10	10.48

Details

Intrinsic

Valuation

Low	Real	High
9.78	10.16	10.54

Details

Naive

Forecast

Low	Next	High
9.66	10.04	10.42

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
10.12	10.44	10.75

Details

Comparing AllianceBernstein against its competitive peer group transforms raw financial data into actionable insight. AllianceBernstein's standing on returns, margins, and growth relative to competitors is the ultimate test of its investment merit.

AllianceBernstein Competition Correlation Matrix

Correlation analysis between AllianceBernstein Global High and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	CHY	CHI	PCN	NRK	PHK	EOI	CII	CRF	JFR	AOD
CHY		0.94	0.64	0.75	0.81	0.59	-0.13	-0.43	0.21	0.91	CHY
CHI	0.94		0.59	0.84	0.88	0.48	-0.26	-0.53	0.11	0.82	CHI
PCN	0.64	0.59		0.28	0.8	0.78	0.41	0.04	0.72	0.71	PCN
NRK	0.75	0.84	0.28		0.66	0.23	-0.54	-0.72	-0.29	0.67	NRK
PHK	0.81	0.88	0.8	0.66		0.59	-0.03	-0.34	0.38	0.79	PHK
EOI	0.59	0.48	0.78	0.23	0.59		0.54	0.33	0.7	0.55	EOI
CII	-0.13	-0.26	0.41	-0.54	-0.03	0.54		0.78	0.71	-0.11	CII
CRF	-0.43	-0.53	0.04	-0.72	-0.34	0.33	0.78		0.58	-0.42	CRF
JFR	0.21	0.11	0.72	-0.29	0.38	0.7	0.71	0.58		0.26	JFR
AOD	0.91	0.82	0.71	0.67	0.79	0.55	-0.11	-0.42	0.26		AOD
	CHY	CHI	PCN	NRK	PHK	EOI	CII	CRF	JFR	AOD

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High positive correlations

CHI	+ 0.94	CHY
AOD	+ 0.91	CHY
PHK	+ 0.88	CHI
NRK	+ 0.84	CHI
AOD	+ 0.82	CHI
PHK	+ 0.81	CHY

High negative correlations

CRF	- 0.72	NRK
CII	- 0.54	NRK
CRF	- 0.53	CHI
CRF	- 0.43	CHY
AOD	- 0.42	CRF
CRF	- 0.34	PHK

Risk-Adjusted Indicators

There is a big difference between AllianceBernstein Fund performing well and AllianceBernstein Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze AllianceBernstein's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
CHY	0.68	0.05	0.07	0.03	0.84	-0.73	1.81	-1.60	4.42
CHI	0.78	0.11	0.15	0.14	0.77	-0.93	2.02	-1.43	5.05
PCN	0.28	-0.02	0.00	0.19	0.00	0.00	0.89	-0.88	2.46
NRK	0.32	0.07	0.26	0.44	0.22	-0.41	0.60	-0.48	3.12
PHK	0.33	0.00	0.06	-0.09	0.49	-0.36	0.63	-0.85	2.11
EOI	0.61	0.03	0.06	0.01	0.83	-0.58	0.99	-1.38	3.75
CII	0.75	-0.08	0.00	0.19	0.00	0.00	1.46	-1.59	4.00
CRF	0.78	-0.07	0.00	-0.24	0.00	0.00	1.82	-1.87	5.20
JFR	0.37	-0.04	0.00	-0.32	0.00	0.00	0.66	-0.78	2.11
AOD	0.73	0.04	0.05	0.01	0.99	-0.82	1.46	-1.85	5.06

AllianceBernstein Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	AWF	CHY	CHI	PCN	NRK	PHK	EOI	CII	CRF	JFR
	0.40 10.10 AllianceBernstein	0.09 11.37 Calamos	0.09 11.11 Calamos	1.74 11.87 PIMCO	0.29 10.31 Nuveen	3.62 4.53 PIMCO	0.45 19.70 Eaton	0.19 21.43 BlackRock	0.98 7.22 Cornerstone	0.41 7.30 Nuveen
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Low	Very Low
Market Performance (90 Days Performance)	Weak	Mild	Moderate	Weak	Balanced	Weak	Weak	Weak	Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Small
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Over Valued	Under Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Hold	Strong Buy	Strong Sell	Strong Buy	Cautious Hold	Strong Hold	Strong Sell	Hold	Cautious Hold
Price To Sales	13.79	-45.97	-52.95	8.92	13.23	8.45	62.93	79.65	70.39	10.8
Three Year Return	9.82	15.33	15.22	13.16	2.55	12.53	20.01	18.9	20.66	8.98
Annual Yield	0.0073	0.0078	0.0063	0.0067	0.0048	0.0081	0.0068	0.015	0.17	0.0044
Price To Book	0.84	0.87	0.89	0.88	0.71	1.03	1.06	0.94	0.86	0.82
Five Year Return	4.68	3.31	3.24	7.4	-1.43	6.92	11.14	11.31	13.56	6.1
Year To Date Return	0.63	3.18	3.19	0.29	0.52	0.33	0.4	0.28	0.55	0.29
One Year Return	6.88	29.1	28.88	8.85	2.39	9.12	14.49	28.84	15.9	6.61
Last Dividend Paid	0.79	1.2	1.14	1.35	0.49	0.58	1.31	1.19	2.08	0.79
Price To Earning	333.33	3.76	3.89	17.24	54.51	12.51	9.84	8.18	6.61	10.51
Beta	0.72	1.24	1.25	0.8	0.33	0.71	1.03	1.03	1.14	0.56
Day Typical Price	10.11	11.39	11.15	11.92	10.33	4.59	19.75	21.51	7.23	7.32
Accumulation Distribution	2998.15	1351.93	3866.32	22338.99	5236.75	120194.0	992.98	2117.98	68369.81	11680.09
Daily Balance Of Power	0.5	-0.07	-0.04	-0.58	-0.30	-0.81	-0.27	0.0656	0.7	-0.43
Period Momentum Indicator	0.04	-0.01	-0.01	-0.21	-0.03	-0.17	-0.09	0.04	0.07	-0.03
Rate Of Daily Change	1.0	1.0	1.0	0.98	1.0	0.96	1.0	1.0	1.01	1.0
Day Median Price	10.11	11.4	11.17	11.95	10.34	4.62	19.77	21.56	7.23	7.34
Price Action Indicator	0.01	-0.04	-0.07	-0.19	-0.04	-0.17	-0.12	-0.11	0.025	-0.05
Coefficient Of Variation	-620.59	3125.07	1115.93	-6,618	600.84	43996.95	4790.27	-1,835	-1,501	-1,158
Mean Deviation	0.2894	0.6789	0.7839	0.2787	0.3163	0.3289	0.6099	0.7535	0.7839	0.3741
Jensen Alpha	-0.06	0.0464	0.1089	-0.02	0.0732	-0.0044	0.0321	-0.08	-0.07	-0.04
Total Risk Alpha	-0.05	0.0723	0.1403	0.008	0.0923	0.017	0.0504	-0.01	-0.02	-0.02
Sortino Ratio	N/A	0.0692	0.1493	N/A	0.2576	0.0556	0.0595	N/A	N/A	N/A
Downside Variance	N/A	0.8714	0.7245	N/A	0.1864	0.416	0.7393	N/A	N/A	N/A
Standard Deviation	0.3699	0.9312	1.03	0.4351	0.4589	0.4605	0.7819	0.9456	1.13	0.4619
Kurtosis	0.4705	0.774	0.7869	2.35	5.25	1.29	0.209	0.2735	2.47	-0.47
Potential Upside	0.5747	1.81	2.02	0.8892	0.5988	0.6316	0.9886	1.46	1.82	0.6605
Treynor Ratio	-0.29	0.0334	0.1383	0.1877	0.4367	-0.09	0.011	0.1932	-0.24	-0.32
Maximum Drawdown	1.84	4.42	5.05	2.46	3.12	2.11	3.75	4.0	5.2	2.11
Variance	0.1368	0.8671	1.06	0.1893	0.2106	0.2121	0.6113	0.8941	1.28	0.2133
Market Risk Adjusted Performance	-0.28	0.0434	0.1483	0.1977	0.4467	-0.08	0.021	0.2032	-0.23	-0.31
Risk Adjusted Performance	-0.14	0.0269	0.0735	-0.02	0.125	-0.01	0.0164	-0.04	-0.05	-0.08
Skewness	-0.47	0.3052	0.6192	-0.29	1.01	-0.73	-0.21	-0.08	-0.62	-0.05
Semi Deviation	N/A	0.8418	0.7671	N/A	0.2179	0.4865	0.8348	N/A	N/A	N/A
Information Ratio	-0.07	0.0694	0.1235	0.0649	0.2423	0.0779	0.0654	-0.02	-0.04	-0.01
Value At Risk	-0.69	-1.60	-1.43	-0.88	-0.48	-0.85	-1.38	-1.59	-1.87	-0.78
Expected Short fall	N/A	-0.73	-0.93	N/A	-0.41	-0.36	-0.58	N/A	N/A	N/A
Downside Deviation	N/A	0.9335	0.8512	N/A	0.4317	0.645	0.8599	N/A	N/A	N/A
Semi Variance	N/A	0.7087	0.5884	N/A	0.0475	0.2366	0.697	N/A	N/A	N/A

Peer Performance Charts

How to Analyze AllianceBernstein Against Peers

AllianceBernstein's peer analysis compares AllianceBernstein with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether AllianceBernstein trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where AllianceBernstein leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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AllianceBernstein Competition

Pair Correlation for AllianceBernstein and Aberdeen Total Details

Average diversification

Moving against AllianceBernstein Fund

Specify up to 10 symbols:

AllianceBernstein Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

AllianceBernstein Competitive Analysis

Peer Performance Charts

How to Analyze AllianceBernstein Against Peers

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