AB Large Cap Growth Fund Class A (APGAX)

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The chart shows the growth of an initial investment of $10,000 in AB Large Cap Growth Fund Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

AB Large Cap Growth Fund Class A (APGAX) has returned -12.84% so far this year and 7.50% over the past 12 months. Looking at the last ten years, APGAX has achieved an annualized return of 14.15%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Sep 29, 1992, APGAX's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, your investment would double in approximately 5.9 years.

Historically, 61% of months were positive and 39% were negative. The best month was Dec 2008 with a return of +16.1%, while the worst month was Aug 1998 at -18.3%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, APGAX closed higher 53% of trading days. The best single day was Dec 23, 2008 with a return of +15.1%, while the worst single day was Mar 16, 2020 at -12.1%.

AB Large Cap Growth Fund Class A has an annualized alpha of 1.92%, beta of 1.06, and R² of 0.86 versus S&P 500 Index. Calculated based on daily prices since September 30, 1992.

• This fund captured 118.25% of S&P 500 Index gains and 107.71% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.06 and R² of 0.86, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

APGAX has an expense ratio of 0.84%, placing it in the medium range.

APGAX ranks 13 for risk / return — in the bottom 13% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for AB Large Cap Growth Fund Class A (APGAX) and compare them to a chosen benchmark (S&P 500 Index).

AB Large Cap Growth Fund Class A provided a 12.98% dividend yield over the last twelve months, with an annual payout of $11.02 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for AB Large Cap Growth Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the AB Large Cap Growth Fund Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the AB Large Cap Growth Fund Class A was 67.19%, occurring on Nov 20, 2008. Recovery took 1237 trading sessions.

The current AB Large Cap Growth Fund Class A drawdown is 15.33%.

The chart below shows the rolling one-month volatility.