ABVYX vs. ACGYX
ABVYX (AB Value Fund) and ACGYX (AB Income Fund) are both mutual funds - ABVYX is a Large Cap Value Equities fund managed by AllianceBernstein, while ACGYX is a Intermediate Core-Plus Bond fund managed by AllianceBernstein. Over the past 10 years, ABVYX returned 11.43%/yr vs 1.87%/yr for ACGYX. Their 0.06 correlation means their historical movements had little consistent relationship. ABVYX charges 0.70%/yr vs 0.54%/yr for ACGYX.
Performance
ABVYX vs. ACGYX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ABVYX achieves a 21.20% return, which is significantly higher than ACGYX's -0.55% return. Over the past 10 years, ABVYX has outperformed ACGYX with an annualized return of 11.43%, while ACGYX has yielded a comparatively lower 1.87% annualized return.
ABVYX
- 1D
- 0.41%
- 1M
- 1.06%
- 6M
- 13.00%
- YTD
- 21.20%
- 1Y
- 36.09%
- 3Y*
- 18.98%
- 5Y*
- 13.75%
- 10Y*
- 11.43%
- ALL TIME*
- 7.41%
ACGYX
- 1D
- 0.16%
- 1M
- -1.26%
- 6M
- -0.96%
- YTD
- -0.55%
- 1Y
- 1.95%
- 3Y*
- 4.29%
- 5Y*
- -0.63%
- 10Y*
- 1.87%
- ALL TIME*
- 2.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
ABVYX AB Value Fund | $0.00 | $0.00 | $0.00 |
ACGYX AB Income Fund | $0.00 | $0.00 | $0.00 |
ABVYX vs. ACGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ABVYX AB Value Fund | 21.20% | 17.12% | 15.83% | 18.81% | -6.72% | 27.26% | 1.14% | 20.19% | -14.92% | 13.70% |
ACGYX AB Income Fund | -0.55% | 7.86% | 2.07% | 6.16% | -15.45% | -1.30% | 6.88% | 11.25% | -1.21% | 6.33% |
Correlation
The correlation between ABVYX and ACGYX is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.18 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.07 |
Correlation (All Time) Calculated using the full available price history since Apr 21, 2016 | 0.06 |
Over the past year, ABVYX and ACGYX have become more correlated (0.33) than their long-term average of 0.06, meaning their price movements have been converging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ABVYX vs. ACGYX — Risk / Return Rank
ABVYX
ACGYX
ABVYX vs. ACGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Value Fund (ABVYX) and AB Income Fund (ACGYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ABVYX | ACGYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.19 | ||
| Sortino ratioReturn per unit of downside risk | +3.08 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.14 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 4.38 | 1.00 | +3.38 |
| Martin ratioReturn relative to average drawdown | 17.57 | 2.74 | +14.83 |
Loading charts...
Drawdowns
ABVYX vs. ACGYX - Drawdown Comparison
The maximum ABVYX drawdown since its inception was -64.02%, which is greater than ACGYX's maximum drawdown of -21.58%. Use the drawdown chart below to compare losses from any high point for ABVYX and ACGYX.
Loading charts...
Drawdown Indicators
| ABVYX | ACGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.02% | -21.58% | -42.44% |
Max Drawdown (1Y)Largest decline over 1 year | -7.72% | -3.36% | -4.36% |
Max Drawdown (3Y)Largest decline over 3 years | -17.52% | -5.82% | -11.70% |
Max Drawdown (5Y)Largest decline over 5 years | -18.22% | -21.52% | +3.30% |
Max Drawdown (10Y)Largest decline over 10 years | -40.42% | -21.58% | -18.84% |
Current DrawdownCurrent decline from peak | -0.90% | -3.33% | +2.43% |
Average DrawdownAverage peak-to-trough decline | -11.48% | -5.36% | -6.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 1.22% | +0.71% |
Volatility
ABVYX vs. ACGYX - Volatility Comparison
AB Value Fund (ABVYX) has a higher volatility of 2.61% compared to AB Income Fund (ACGYX) at 1.18%. This indicates that ABVYX's price experiences larger fluctuations and is considered to be riskier than ACGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ABVYX | ACGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.61% | 1.18% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 8.42% | 3.56% | +4.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.43% | 4.37% | +7.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.34% | 6.52% | +10.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.85% | 5.48% | +13.37% |
ABVYX vs. ACGYX - Expense Ratio Comparison
ABVYX has a 0.70% expense ratio, which is higher than ACGYX's 0.54% expense ratio.
Dividends
ABVYX vs. ACGYX - Dividend Comparison
ABVYX's dividend yield for the trailing twelve months is around 8.14%, more than ACGYX's 4.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABVYX AB Value Fund | 8.14% | 9.87% | 12.66% | 4.95% | 13.64% | 10.27% | 1.38% | 2.37% | 5.21% | 1.22% | 1.35% | 1.64% |
ACGYX AB Income Fund | 4.55% | 5.02% | 5.38% | 4.04% | 3.99% | 2.95% | 3.80% | 4.50% | 4.54% | 5.84% | 3.23% | 0.00% |
Frequently Asked Questions
ABVYX and ACGYX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ABVYX has higher volatility (2.61%) compared to ACGYX (1.18%). In terms of maximum drawdown, ABVYX dropped -64.02% vs ACGYX's -21.58%.
ABVYX currently has the higher Sharpe Ratio (2.96 vs 0.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for ABVYX and ACGYX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer