ABYSX vs. APGYX
Compare and contrast key facts about AB Discovery Value Fund (ABYSX) and AB Large Cap Growth Fund Advisor Class (APGYX).
ABYSX is managed by AllianceBernstein. It was launched on Mar 29, 2001. APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996.
Performance
ABYSX vs. APGYX - Performance Comparison
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ABYSX vs. APGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ABYSX AB Discovery Value Fund | 3.30% | 2.84% | 9.84% | 17.04% | -16.10% | 35.67% | 3.34% | 20.10% | -15.10% | 12.88% |
APGYX AB Large Cap Growth Fund Advisor Class | -9.68% | 13.25% | 25.40% | 35.01% | -28.78% | 28.92% | 34.38% | 34.13% | 2.22% | 31.68% |
Returns By Period
In the year-to-date period, ABYSX achieves a 3.30% return, which is significantly higher than APGYX's -9.68% return. Over the past 10 years, ABYSX has underperformed APGYX with an annualized return of 8.29%, while APGYX has yielded a comparatively higher 14.84% annualized return.
ABYSX
- 1D
- 2.42%
- 1M
- -6.57%
- YTD
- 3.30%
- 6M
- 3.97%
- 1Y
- 12.29%
- 3Y*
- 10.16%
- 5Y*
- 4.87%
- 10Y*
- 8.29%
APGYX
- 1D
- 3.55%
- 1M
- -6.62%
- YTD
- -9.68%
- 6M
- -9.65%
- 1Y
- 10.94%
- 3Y*
- 15.73%
- 5Y*
- 9.13%
- 10Y*
- 14.84%
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ABYSX vs. APGYX - Expense Ratio Comparison
ABYSX has a 0.83% expense ratio, which is higher than APGYX's 0.59% expense ratio.
Return for Risk
ABYSX vs. APGYX — Risk / Return Rank
ABYSX
APGYX
ABYSX vs. APGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Discovery Value Fund (ABYSX) and AB Large Cap Growth Fund Advisor Class (APGYX). 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.
| ABYSX | APGYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 0.58 | +0.02 |
Sortino ratioReturn per unit of downside risk | 0.99 | 0.99 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.14 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.77 | +0.11 |
Martin ratioReturn relative to average drawdown | 3.16 | 2.95 | +0.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ABYSX | APGYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 0.58 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.45 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.76 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.46 | -0.04 |
Correlation
The correlation between ABYSX and APGYX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ABYSX vs. APGYX - Dividend Comparison
ABYSX's dividend yield for the trailing twelve months is around 5.81%, less than APGYX's 10.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABYSX AB Discovery Value Fund | 5.81% | 6.00% | 14.12% | 6.27% | 7.61% | 9.48% | 0.77% | 4.15% | 12.31% | 6.54% | 3.67% | 6.50% |
APGYX AB Large Cap Growth Fund Advisor Class | 10.80% | 9.76% | 6.58% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% |
Drawdowns
ABYSX vs. APGYX - Drawdown Comparison
The maximum ABYSX drawdown since its inception was -60.01%, smaller than the maximum APGYX drawdown of -66.33%. Use the drawdown chart below to compare losses from any high point for ABYSX and APGYX.
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Drawdown Indicators
| ABYSX | APGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.01% | -66.33% | +6.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.93% | -15.24% | +0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -24.81% | -33.91% | +9.10% |
Max Drawdown (10Y)Largest decline over 10 years | -48.86% | -33.91% | -14.95% |
Current DrawdownCurrent decline from peak | -7.93% | -12.23% | +4.30% |
Average DrawdownAverage peak-to-trough decline | -8.75% | -21.11% | +12.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 3.98% | +0.17% |
Volatility
ABYSX vs. APGYX - Volatility Comparison
The current volatility for AB Discovery Value Fund (ABYSX) is 5.84%, while AB Large Cap Growth Fund Advisor Class (APGYX) has a volatility of 6.50%. This indicates that ABYSX experiences smaller price fluctuations and is considered to be less risky than APGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ABYSX | APGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 6.50% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 11.78% | 11.38% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.54% | 20.19% | +1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.00% | 20.18% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.87% | 19.64% | +3.23% |