AB US Low Volatility Equity ETF (LOWV) Performance
LOWV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +9.0% since Dec 31, 2025
- 1 year
- +9.0% total return
- 3 years
- +17.4% a year
- Since first price
- +17.3% a year since 2023
LOWV trailing returns vs SPY, QQQ, AGG
| Period | LOWV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.8% | +2.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +5.8% | +5.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.0% | +7.5% | +7.8% | +8.4% | −1.5% |
| YTD | +9.0% | +8.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +9.0% | +8.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +61.7%+17.4%/yr | +57.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMar 22, 2023 | +77.5%+17.3%/yr | +71.7% | — | — | — |
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: LOWV vs SPY
From Mar 22, 2023: LOWV grew to $17,748, SPY to $20,243.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LOWV returns by calendar year
2 of 2 full years positive. Best 2024 (+20.4%), worst 2025 (+12.3%). 2026 is year to date.
LOWV annual returns table
| Year | LOWV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +9.0% | −9.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +12.3% | −13.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +20.4% | −5.6% | +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.
LOWV largest drawdowns
Now 0.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2025 | −13.9% | Apr 8, 2025 | Jun 4, 2025 | 48 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
LOWV risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +16.4% | +15.7% |
| Volatility (annualized) | 9.9% | 9.8% |
| Sharpe ratio | 1.16 | 1.10 |
| Sortino ratio | 2.18 | 2.00 |
| Best month | +8.0% | +8.0% |
| Worst month | −5.3% | −5.3% |
| Best 12 months | +31.9% | +31.9% |
| Worst 12 months | +5.8% | +5.8% |
| Positive months | 67% | 67% |
| Beta vs S&P 500 | 0.72 | — |
| Correlation with S&P 500 | 0.91 | — |
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.
LOWV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 32 | +5.8% | +13.9% | +31.9% | 100% |
| 3-year (a year) | 8 | +14.1% | +15.7% | +17.5% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
LOWV performance overview
AB US Low Volatility Equity ETF (LOWV) returned +9.0% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +17.3% a year, turning $10,000 into about $17,748. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −13.9%, from Feb 19, 2025 to Apr 8, 2025, and it took 57 days to get back to the old high. Volatility has been 9.8% a year.
Related: LOWV chart, LOWV holdings, LOWV dividends, LOWV valuation. See the LOWV overview for the latest quote and fund facts.
LOWV performance FAQ
What is the LOWV return over the past year?
LOWV returned +9.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 8.0%.
How much would $10,000 invested in LOWV be worth?
$10,000 invested in LOWV at its first recorded close on March 22, 2023 would be worth about $17,748 on October 23, 2026 with distributions reinvested.
What was the worst year for LOWV?
The worst calendar year was 2025, with a total return of +12.3%. The best was 2024 at +20.4%.
What is the biggest drawdown of LOWV?
The largest peak-to-trough decline was −13.9% between February 19, 2025 and April 8, 2025. It recovered to the old high on June 4, 2025, 57 days after the bottom.
How volatile is LOWV?
Over the past 3 years LOWV had an annualized volatility of 9.9% and a Sharpe ratio of 1.16 (excess return over 1–3 month T-bills per unit of risk).