AGDAX vs. ANAGX
Compare and contrast key facts about AB High Income Fund (AGDAX) and AB Global Bond Fund (ANAGX).
AGDAX is managed by AllianceBernstein. It was launched on Feb 25, 1994. ANAGX is managed by AllianceBernstein. It was launched on Mar 26, 1992.
Performance
AGDAX vs. ANAGX - Performance Comparison
Loading graphics...
AGDAX vs. ANAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGDAX AB High Income Fund | -1.36% | 8.06% | 7.36% | 13.63% | -12.45% | 3.87% | 2.91% | 13.71% | -5.29% | 7.94% |
ANAGX AB Global Bond Fund | -0.89% | 4.97% | 1.73% | 6.53% | -12.41% | -2.49% | 4.72% | 7.44% | 0.09% | 2.99% |
Returns By Period
In the year-to-date period, AGDAX achieves a -1.36% return, which is significantly lower than ANAGX's -0.89% return. Over the past 10 years, AGDAX has outperformed ANAGX with an annualized return of 4.65%, while ANAGX has yielded a comparatively lower 1.35% annualized return.
AGDAX
- 1D
- 0.44%
- 1M
- -1.85%
- YTD
- -1.36%
- 6M
- -0.10%
- 1Y
- 5.65%
- 3Y*
- 8.09%
- 5Y*
- 3.56%
- 10Y*
- 4.65%
ANAGX
- 1D
- 0.15%
- 1M
- -2.28%
- YTD
- -0.89%
- 6M
- -0.30%
- 1Y
- 2.27%
- 3Y*
- 3.11%
- 5Y*
- -0.29%
- 10Y*
- 1.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AGDAX vs. ANAGX - Expense Ratio Comparison
AGDAX has a 0.84% expense ratio, which is higher than ANAGX's 0.80% expense ratio.
Return for Risk
AGDAX vs. ANAGX — Risk / Return Rank
AGDAX
ANAGX
AGDAX vs. ANAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB High Income Fund (AGDAX) and AB Global Bond Fund (ANAGX). 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.
| AGDAX | ANAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.54 | 0.79 | +0.74 |
Sortino ratioReturn per unit of downside risk | 2.18 | 1.09 | +1.08 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.15 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 0.92 | +1.07 |
Martin ratioReturn relative to average drawdown | 8.03 | 3.73 | +4.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AGDAX | ANAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | 0.79 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | -0.07 | +0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.36 | +0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.71 | +0.15 |
Correlation
The correlation between AGDAX and ANAGX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AGDAX vs. ANAGX - Dividend Comparison
AGDAX's dividend yield for the trailing twelve months is around 6.33%, more than ANAGX's 3.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGDAX AB High Income Fund | 6.33% | 6.85% | 5.89% | 6.53% | 6.79% | 4.95% | 5.86% | 6.27% | 7.47% | 5.84% | 6.25% | 7.42% |
ANAGX AB Global Bond Fund | 3.15% | 3.40% | 2.88% | 2.87% | 8.08% | 2.37% | 2.38% | 3.22% | 3.01% | 2.23% | 2.96% | 3.69% |
Drawdowns
AGDAX vs. ANAGX - Drawdown Comparison
The maximum AGDAX drawdown since its inception was -45.59%, roughly equal to the maximum ANAGX drawdown of -44.21%. Use the drawdown chart below to compare losses from any high point for AGDAX and ANAGX.
Loading graphics...
Drawdown Indicators
| AGDAX | ANAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.59% | -44.21% | -1.38% |
Max Drawdown (1Y)Largest decline over 1 year | -3.17% | -3.12% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -16.96% | -17.60% | +0.64% |
Max Drawdown (10Y)Largest decline over 10 years | -25.82% | -17.60% | -8.22% |
Current DrawdownCurrent decline from peak | -2.19% | -3.88% | +1.69% |
Average DrawdownAverage peak-to-trough decline | -4.49% | -3.68% | -0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 0.77% | +0.01% |
Volatility
AGDAX vs. ANAGX - Volatility Comparison
The current volatility for AB High Income Fund (AGDAX) is 1.31%, while AB Global Bond Fund (ANAGX) has a volatility of 1.51%. This indicates that AGDAX experiences smaller price fluctuations and is considered to be less risky than ANAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AGDAX | ANAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 1.51% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 2.31% | 2.20% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.82% | 3.26% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.89% | 4.36% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.65% | 3.70% | +1.95% |