AB Active ETFs (TAFM) Performance
TAFM total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.7% since Dec 31, 2025
- 1 year
- −0.5% total return
- Since first price
- +7.7% since 2023
TAFM trailing returns vs SPY, QQQ, AGG
| Period | TAFM total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.3% | +1.0% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.4% | −2.3% | +3.2% | +1.9% | −0.4% |
| 6 months | −2.1% | −3.8% | +7.8% | +8.4% | −1.5% |
| YTD | −0.7% | −3.3% | +12.3% | +15.1% | −1.0% |
| 1 year | −0.5% | −4.1% | +14.4% | +15.9% | −1.1% |
| Since inceptionDec 13, 2023 | +7.7% | −2.3% | — | — | — |
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: TAFM vs SPY
From Dec 13, 2023: TAFM grew to $10,771, SPY to $16,749.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
TAFM returns by calendar year
2 of 2 full years positive. Best 2025 (+4.2%), worst 2024 (+2.5%). 2026 is year to date.
TAFM annual returns table
| Year | TAFM | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −0.7% | −6.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +4.2% | −4.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +2.5% | −2.5% | +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.
TAFM risk statistics
| Statistic | Since 2023 |
|---|---|
| Annualized return | +1.3% |
| Volatility (annualized) | 4.5% |
| Sharpe ratio | -0.64 |
| Sortino ratio | -0.74 |
| Best month | +2.8% |
| Worst month | −3.6% |
| Best 12 months | +7.2% |
| Worst 12 months | −1.8% |
| Positive months | 61% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
TAFM rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 23 | −1.8% | +3.2% | +7.2% | 91% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
TAFM performance overview
AB Active ETFs (TAFM) returned −0.5% over the past year, with distributions reinvested. Since its first recorded price on Dec 13, 2023 it has returned +7.7%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: TAFM chart, TAFM dividends. See the TAFM overview for the latest quote and fund facts.
TAFM performance FAQ
What is the TAFM return over the past year?
TAFM returned −0.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.1%.
How much would $10,000 invested in TAFM be worth?
$10,000 invested in TAFM at its first recorded close on December 13, 2023 would be worth about $10,771 on October 23, 2026 with distributions reinvested.
What was the worst year for TAFM?
The worst calendar year was 2024, with a total return of +2.5%. The best was 2025 at +4.2%.
How volatile is TAFM?
Over the past history TAFM had an annualized volatility of 4.5% and a Sharpe ratio of -0.64 (excess return over 1–3 month T-bills per unit of risk).