ACGYX vs. ADGAX
Compare and contrast key facts about AB Income Fund (ACGYX) and AB Core Opportunities Fund (ADGAX).
ACGYX is managed by AllianceBernstein. It was launched on Aug 28, 1987. ADGAX is managed by AllianceBernstein. It was launched on Dec 22, 1999.
Performance
ACGYX vs. ADGAX - Performance Comparison
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ACGYX vs. ADGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACGYX AB Income Fund | -0.77% | 7.86% | 2.07% | 6.16% | -15.45% | -1.30% | 6.88% | 11.25% | -1.21% | 6.33% |
ADGAX AB Core Opportunities Fund | -7.11% | 17.36% | 22.49% | 20.93% | -15.73% | 24.34% | 12.97% | 26.94% | -2.89% | 22.46% |
Returns By Period
In the year-to-date period, ACGYX achieves a -0.77% return, which is significantly higher than ADGAX's -7.11% return.
ACGYX
- 1D
- 0.31%
- 1M
- -2.15%
- YTD
- -0.77%
- 6M
- 0.12%
- 1Y
- 3.53%
- 3Y*
- 4.15%
- 5Y*
- -0.03%
- 10Y*
- —
ADGAX
- 1D
- 2.89%
- 1M
- -5.16%
- YTD
- -7.11%
- 6M
- -5.63%
- 1Y
- 13.21%
- 3Y*
- 15.52%
- 5Y*
- 9.45%
- 10Y*
- 12.08%
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ACGYX vs. ADGAX - Expense Ratio Comparison
ACGYX has a 0.54% expense ratio, which is lower than ADGAX's 1.09% expense ratio.
Return for Risk
ACGYX vs. ADGAX — Risk / Return Rank
ACGYX
ADGAX
ACGYX vs. ADGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Income Fund (ACGYX) and AB Core Opportunities Fund (ADGAX). 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.
| ACGYX | ADGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.74 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.18 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 0.99 | +0.29 |
Martin ratioReturn relative to average drawdown | 4.08 | 3.63 | +0.45 |
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
| ACGYX | ADGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.74 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.52 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.49 | -0.09 |
Correlation
The correlation between ACGYX and ADGAX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ACGYX vs. ADGAX - Dividend Comparison
ACGYX's dividend yield for the trailing twelve months is around 4.60%, less than ADGAX's 16.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACGYX AB Income Fund | 4.60% | 5.02% | 5.38% | 4.04% | 3.99% | 2.95% | 3.80% | 4.50% | 4.54% | 5.84% | 3.23% | 0.00% |
ADGAX AB Core Opportunities Fund | 16.85% | 15.65% | 10.29% | 4.69% | 10.73% | 15.80% | 4.24% | 5.63% | 17.66% | 11.05% | 4.72% | 7.20% |
Drawdowns
ACGYX vs. ADGAX - Drawdown Comparison
The maximum ACGYX drawdown since its inception was -21.58%, smaller than the maximum ADGAX drawdown of -53.65%. Use the drawdown chart below to compare losses from any high point for ACGYX and ADGAX.
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Drawdown Indicators
| ACGYX | ADGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.58% | -53.65% | +32.07% |
Max Drawdown (1Y)Largest decline over 1 year | -3.36% | -11.76% | +8.40% |
Max Drawdown (5Y)Largest decline over 5 years | -21.58% | -24.23% | +2.65% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.10% | — |
Current DrawdownCurrent decline from peak | -3.54% | -9.21% | +5.67% |
Average DrawdownAverage peak-to-trough decline | -5.45% | -7.84% | +2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 3.20% | -2.15% |
Volatility
ACGYX vs. ADGAX - Volatility Comparison
The current volatility for AB Income Fund (ACGYX) is 1.70%, while AB Core Opportunities Fund (ADGAX) has a volatility of 5.56%. This indicates that ACGYX experiences smaller price fluctuations and is considered to be less risky than ADGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACGYX | ADGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.70% | 5.56% | -3.86% |
Volatility (6M)Calculated over the trailing 6-month period | 2.78% | 9.79% | -7.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.71% | 18.32% | -13.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.45% | 18.16% | -11.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.44% | 17.67% | -12.23% |