ACGYX vs. APGZX
Compare and contrast key facts about AB Income Fund (ACGYX) and AB Large Cap Growth Fund Class Z (APGZX).
ACGYX is managed by AllianceBernstein. It was launched on Aug 28, 1987. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Performance
ACGYX vs. APGZX - Performance Comparison
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ACGYX vs. APGZX - 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% |
APGZX AB Large Cap Growth Fund Class Z | -9.67% | 13.26% | 25.47% | 35.12% | -28.74% | 29.00% | 34.47% | 34.24% | 2.30% | 31.81% |
Returns By Period
In the year-to-date period, ACGYX achieves a -0.77% return, which is significantly higher than APGZX's -9.67% return.
ACGYX
- 1D
- 0.31%
- 1M
- -2.15%
- YTD
- -0.77%
- 6M
- 0.12%
- 1Y
- 3.53%
- 3Y*
- 4.15%
- 5Y*
- -0.03%
- 10Y*
- —
APGZX
- 1D
- 3.54%
- 1M
- -6.61%
- YTD
- -9.67%
- 6M
- -9.63%
- 1Y
- 10.96%
- 3Y*
- 15.78%
- 5Y*
- 9.19%
- 10Y*
- 14.92%
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ACGYX vs. APGZX - Expense Ratio Comparison
ACGYX has a 0.54% expense ratio, which is higher than APGZX's 0.52% expense ratio.
Return for Risk
ACGYX vs. APGZX — Risk / Return Rank
ACGYX
APGZX
ACGYX vs. APGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Income Fund (ACGYX) and AB Large Cap Growth Fund Class Z (APGZX). 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 | APGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.58 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.16 | 0.99 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.14 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 0.77 | +0.50 |
Martin ratioReturn relative to average drawdown | 4.08 | 2.96 | +1.13 |
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 | APGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.58 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.46 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.75 | -0.35 |
Correlation
The correlation between ACGYX and APGZX is 0.12, 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. APGZX - Dividend Comparison
ACGYX's dividend yield for the trailing twelve months is around 4.60%, less than APGZX's 10.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
APGZX AB Large Cap Growth Fund Class Z | 10.81% | 9.77% | 6.62% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% |
Drawdowns
ACGYX vs. APGZX - Drawdown Comparison
The maximum ACGYX drawdown since its inception was -21.58%, smaller than the maximum APGZX drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for ACGYX and APGZX.
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Drawdown Indicators
| ACGYX | APGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.58% | -33.87% | +12.29% |
Max Drawdown (1Y)Largest decline over 1 year | -3.36% | -15.21% | +11.85% |
Max Drawdown (5Y)Largest decline over 5 years | -21.58% | -33.87% | +12.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.87% | — |
Current DrawdownCurrent decline from peak | -3.54% | -12.21% | +8.67% |
Average DrawdownAverage peak-to-trough decline | -5.45% | -6.08% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 3.97% | -2.92% |
Volatility
ACGYX vs. APGZX - Volatility Comparison
The current volatility for AB Income Fund (ACGYX) is 1.70%, while AB Large Cap Growth Fund Class Z (APGZX) has a volatility of 6.50%. This indicates that ACGYX experiences smaller price fluctuations and is considered to be less risky than APGZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACGYX | APGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.70% | 6.50% | -4.80% |
Volatility (6M)Calculated over the trailing 6-month period | 2.78% | 11.37% | -8.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.71% | 20.18% | -15.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.45% | 20.18% | -13.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.44% | 19.63% | -14.19% |