ADGAX vs. ACGYX
Compare and contrast key facts about AB Core Opportunities Fund (ADGAX) and AB Income Fund (ACGYX).
ADGAX is managed by AllianceBernstein. It was launched on Dec 22, 1999. ACGYX is managed by AllianceBernstein. It was launched on Aug 28, 1987.
Performance
ADGAX vs. ACGYX - Performance Comparison
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ADGAX vs. ACGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADGAX AB Core Opportunities Fund | -9.72% | 17.36% | 22.49% | 20.93% | -15.73% | 24.34% | 12.97% | 26.94% | -2.89% | 22.46% |
ACGYX AB Income Fund | -1.08% | 7.86% | 2.07% | 6.16% | -15.45% | -1.30% | 6.88% | 11.25% | -1.21% | 6.33% |
Returns By Period
In the year-to-date period, ADGAX achieves a -9.72% return, which is significantly lower than ACGYX's -1.08% return.
ADGAX
- 1D
- -0.19%
- 1M
- -7.90%
- YTD
- -9.72%
- 6M
- -8.14%
- 1Y
- 10.32%
- 3Y*
- 14.43%
- 5Y*
- 9.11%
- 10Y*
- 11.76%
ACGYX
- 1D
- 0.47%
- 1M
- -2.90%
- YTD
- -1.08%
- 6M
- -0.04%
- 1Y
- 3.53%
- 3Y*
- 4.04%
- 5Y*
- -0.04%
- 10Y*
- —
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ADGAX vs. ACGYX - Expense Ratio Comparison
ADGAX has a 1.09% expense ratio, which is higher than ACGYX's 0.54% expense ratio.
Return for Risk
ADGAX vs. ACGYX — Risk / Return Rank
ADGAX
ACGYX
ADGAX vs. ACGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Core Opportunities Fund (ADGAX) 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.
| ADGAX | ACGYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 0.85 | -0.24 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.19 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.15 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 1.37 | -0.69 |
Martin ratioReturn relative to average drawdown | 2.47 | 4.45 | -1.98 |
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
| ADGAX | ACGYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 0.85 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | -0.01 | +0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.39 | +0.09 |
Correlation
The correlation between ADGAX and ACGYX 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
ADGAX vs. ACGYX - Dividend Comparison
ADGAX's dividend yield for the trailing twelve months is around 17.33%, more than ACGYX's 4.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADGAX AB Core Opportunities Fund | 17.33% | 15.65% | 10.29% | 4.69% | 10.73% | 15.80% | 4.24% | 5.63% | 17.66% | 11.05% | 4.72% | 7.20% |
ACGYX AB Income Fund | 4.62% | 5.02% | 5.38% | 4.04% | 3.99% | 2.95% | 3.80% | 4.50% | 4.54% | 5.84% | 3.23% | 0.00% |
Drawdowns
ADGAX vs. ACGYX - Drawdown Comparison
The maximum ADGAX drawdown since its inception was -53.65%, which is greater than ACGYX's maximum drawdown of -21.58%. Use the drawdown chart below to compare losses from any high point for ADGAX and ACGYX.
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Drawdown Indicators
| ADGAX | ACGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.65% | -21.58% | -32.07% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -3.36% | -8.40% |
Max Drawdown (5Y)Largest decline over 5 years | -24.23% | -21.58% | -2.65% |
Max Drawdown (10Y)Largest decline over 10 years | -31.10% | — | — |
Current DrawdownCurrent decline from peak | -11.76% | -3.84% | -7.92% |
Average DrawdownAverage peak-to-trough decline | -7.84% | -5.45% | -2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 1.04% | +2.19% |
Volatility
ADGAX vs. ACGYX - Volatility Comparison
AB Core Opportunities Fund (ADGAX) has a higher volatility of 4.52% compared to AB Income Fund (ACGYX) at 1.68%. This indicates that ADGAX'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.
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Volatility by Period
| ADGAX | ACGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 1.68% | +2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 2.77% | +6.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 4.71% | +13.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 6.45% | +11.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 5.44% | +12.21% |