AB Disruptors ETF (FWD) Performance
FWD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.8% since Dec 31, 2025
- 1 year
- +15.4% total return
- 3 years
- +33.8% a year
- Since first price
- +28.5% a year since 2023
FWD trailing returns vs SPY, QQQ, AGG
| Period | FWD total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −8.6% | −8.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −7.4% | −7.4% | +3.2% | +1.9% | −0.4% |
| 6 months | −3.4% | −3.4% | +7.8% | +8.4% | −1.5% |
| YTD | +15.8% | +15.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +15.4% | +15.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +139.4%+33.8%/yr | +135.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMar 21, 2023 | +146.4%+28.5%/yr | +141.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: FWD vs SPY
From Mar 21, 2023: FWD grew to $24,641, SPY to $19,898.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
FWD returns by calendar year
2 of 2 full years positive. Best 2025 (+32.0%), worst 2024 (+29.2%). 2026 is year to date.
FWD annual returns table
| Year | FWD | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.8% | −20.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +32.0% | −29.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +29.2% | −13.3% | +24.9% | +25.6% | +1.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
FWD largest drawdowns
Now 18.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 23, 2025 | −29.0% | Apr 4, 2025 | Jun 26, 2025 | 2 months | 5 months |
| Jun 22, 2026 | −20.5% | Jul 29, 2026 | not yet | 37 days | 4 months so far |
| Jul 31, 2023 | −16.2% | Oct 26, 2023 | Dec 12, 2023 | 3 months | 4 months |
| Jul 10, 2024 | −13.3% | Aug 5, 2024 | Oct 9, 2024 | 26 days | 3 months |
| Feb 25, 2026 | −13.0% | Mar 30, 2026 | Apr 10, 2026 | 33 days | 44 days |
| Oct 29, 2025 | −12.0% | Nov 20, 2025 | Jan 6, 2026 | 22 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
FWD risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +35.7% | +31.0% |
| Volatility (annualized) | 24.6% | 24.0% |
| Sharpe ratio | 1.20 | 1.07 |
| Sortino ratio | 2.11 | 1.85 |
| Best month | +18.0% | +18.0% |
| Worst month | −15.4% | −15.4% |
| Best 12 months | +75.6% | +75.6% |
| Worst 12 months | −1.0% | −1.0% |
| Positive months | 72% | 69% |
| Beta vs S&P 500 | 1.66 | — |
| Correlation with S&P 500 | 0.84 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
FWD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 32 | −1.0% | +34.2% | +75.6% | 97% |
| 3-year (a year) | 8 | +28.5% | +35.1% | +39.4% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
FWD performance overview
AB Disruptors ETF (FWD) returned +15.4% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +28.5% a year, turning $10,000 into about $24,641. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −29.0%, from Jan 23, 2025 to Apr 4, 2025, and it took 3 months to get back to the old high. Volatility has been 24.0% a year.
Related: FWD chart, FWD holdings, FWD dividends, FWD valuation. See the FWD overview for the latest quote and fund facts.
FWD performance FAQ
What is the FWD return over the past year?
FWD returned +15.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 15.2%.
How much would $10,000 invested in FWD be worth?
$10,000 invested in FWD at its first recorded close on March 21, 2023 would be worth about $24,641 on October 23, 2026 with distributions reinvested.
What was the worst year for FWD?
The worst calendar year was 2024, with a total return of +29.2%. The best was 2025 at +32.0%.
What is the biggest drawdown of FWD?
The largest peak-to-trough decline was −29.0% between January 23, 2025 and April 4, 2025. It recovered to the old high on June 26, 2025, 3 months after the bottom.
How volatile is FWD?
Over the past 3 years FWD had an annualized volatility of 24.6% and a Sharpe ratio of 1.20 (excess return over 1–3 month T-bills per unit of risk).