SUTCX Performance — AB Sustainable US Thematic Portfolio, Class C
Data updated: 2026-02-26
SUTCX returned +5.67% over one year to Dec 2025. The annualised 3-year return is +11.56%. The fund trailed its Thematic Equity category average: $100 invested three years ago grew to $139, against $172 for the category, and to $106 over one year, against $113. Volatility over the past three years was 13.83% a year. In the 12 months to Dec 2025 the fund lost a net $45.5M, and assets reached $12.18M.
SUTCX Growth of $100
What $100 invested in AB Sustainable US Thematic Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Thematic Equity category average over the same months.
| Period | SUTCX | Category average |
|---|---|---|
| 1 year (Jan 2025 – Dec 2025) | $106 | $113 |
| 3 years (Jan 2023 – Dec 2025) | $139 | $172 |
| Since data start (Apr 2022 – Dec 2025) | $133 | $140 |
SUTCX Trailing Returns
Total returns to Dec 2025, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +5.67% |
| 3 years (annualised) | +11.56% |
SUTCX Annual Returns
Calendar-year total returns of AB Sustainable US Thematic Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2025 | +5.67% |
| 2024 | +9.83% |
| 2023 | +19.61% |
| 2022 (Apr–Dec) | −4.50% |
SUTCX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +2.1% | −4.3% | −5.8% | −1.5% | +7.4% | +4.8% | +1.1% | +1.2% | +2.5% | +1.9% | −2.1% | −1.0% |
| 2024 | +0.1% | +5.3% | +1.5% | −5.0% | +5.0% | +1.8% | +3.1% | +2.4% | +0.5% | −3.5% | +3.5% | −4.6% |
| 2023 | +6.1% | −2.4% | +2.5% | −1.7% | +0.4% | +8.3% | +2.5% | −1.2% | −5.7% | −4.4% | +9.0% | +5.8% |
| 2022 | — | — | — | 0.0% | +0.5% | −8.9% | +12.4% | −5.4% | −10.2% | +6.0% | +7.1% | −3.8% |
SUTCX Risk
Risk measures from monthly returns over Jan 2023 – Dec 2025.
- 3-year volatility (annualised): 13.83%
- 3-year Sharpe ratio: 0.51 (vs 4.5% risk-free rate)
- Best month: +9.03% (Nov 2023)
- Worst month: −5.78% (Mar 2025)
SUTCX Fund Flows
Monthly money in and out of AB Sustainable US Thematic Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$45.5M
- 12-month gross sales (incl. reinvestments): $19.3M
- Sales ÷ redemptions: 0.30×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Dec 2025 | $5K | $2.7M | −$2.7M |
| Nov 2025 | $14.0M | $10.6M | $3.5M |
| Oct 2025 | $178K | $3.0M | −$2.8M |
| Sep 2025 | $239K | $7.3M | −$7.1M |
| Aug 2025 | $424K | $2.3M | −$1.9M |
| Jul 2025 | $349K | $2.2M | −$1.9M |
| Jun 2025 | $243K | $15.2M | −$14.9M |
| May 2025 | $386K | $2.4M | −$2.0M |
| Apr 2025 | $802K | $2.2M | −$1.4M |
| Mar 2025 | $358K | $6.8M | −$6.5M |
| Feb 2025 | $708K | $3.1M | −$2.4M |
| Jan 2025 | $1.6M | $6.9M | −$5.3M |
SUTCX Assets Under Management
Net assets of AB Sustainable US Thematic Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2025-12-31 | $12.18M |
| 2025-09-30 | $33.81M |
| 2025-06-30 | $42.62M |
| 2025-03-31 | $55.88M |
| 2024-12-31 | $75.06M |
| 2024-09-30 | $122.79M |
| 2024-06-30 | $122.25M |
| 2024-03-31 | $149.56M |
| 2023-12-31 | $143.79M |
| 2023-09-30 | $134.11M |
| 2023-06-30 | $141.97M |
| 2023-03-31 | $128.58M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.