AGDAX vs. AWPAX
Compare and contrast key facts about AB High Income Fund (AGDAX) and AB Sustainable International Thematic Fund (AWPAX).
AGDAX is managed by AllianceBernstein. It was launched on Feb 25, 1994. AWPAX is managed by AllianceBernstein. It was launched on Jun 1, 1994.
Performance
AGDAX vs. AWPAX - Performance Comparison
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AGDAX vs. AWPAX - 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% |
AWPAX AB Sustainable International Thematic Fund | -4.95% | 13.57% | -0.32% | 13.09% | -26.80% | 9.20% | 29.55% | 26.88% | -17.50% | 34.46% |
Returns By Period
In the year-to-date period, AGDAX achieves a -1.36% return, which is significantly higher than AWPAX's -4.95% return. Over the past 10 years, AGDAX has underperformed AWPAX with an annualized return of 4.65%, while AWPAX has yielded a comparatively higher 5.44% 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%
AWPAX
- 1D
- 3.67%
- 1M
- -8.33%
- YTD
- -4.95%
- 6M
- -4.86%
- 1Y
- 7.90%
- 3Y*
- 4.31%
- 5Y*
- -0.58%
- 10Y*
- 5.44%
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AGDAX vs. AWPAX - Expense Ratio Comparison
AGDAX has a 0.84% expense ratio, which is lower than AWPAX's 1.03% expense ratio.
Return for Risk
AGDAX vs. AWPAX — Risk / Return Rank
AGDAX
AWPAX
AGDAX vs. AWPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB High Income Fund (AGDAX) and AB Sustainable International Thematic Fund (AWPAX). 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 | AWPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.54 | 0.46 | +1.08 |
Sortino ratioReturn per unit of downside risk | 2.18 | 0.76 | +1.42 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.10 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 0.53 | +1.45 |
Martin ratioReturn relative to average drawdown | 8.03 | 2.07 | +5.96 |
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
| AGDAX | AWPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | 0.46 | +1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | -0.03 | +0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.33 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.32 | +0.55 |
Correlation
The correlation between AGDAX and AWPAX is 0.42, 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. AWPAX - Dividend Comparison
AGDAX's dividend yield for the trailing twelve months is around 6.33%, while AWPAX has not paid dividends to shareholders.
| 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% |
AWPAX AB Sustainable International Thematic Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.52% | 7.00% | 1.67% | 1.11% | 14.44% | 0.00% | 0.77% | 0.00% |
Drawdowns
AGDAX vs. AWPAX - Drawdown Comparison
The maximum AGDAX drawdown since its inception was -45.59%, smaller than the maximum AWPAX drawdown of -63.00%. Use the drawdown chart below to compare losses from any high point for AGDAX and AWPAX.
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Drawdown Indicators
| AGDAX | AWPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.59% | -63.00% | +17.41% |
Max Drawdown (1Y)Largest decline over 1 year | -3.17% | -13.44% | +10.27% |
Max Drawdown (5Y)Largest decline over 5 years | -16.96% | -38.13% | +21.17% |
Max Drawdown (10Y)Largest decline over 10 years | -25.82% | -38.13% | +12.31% |
Current DrawdownCurrent decline from peak | -2.19% | -13.22% | +11.03% |
Average DrawdownAverage peak-to-trough decline | -4.49% | -18.85% | +14.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 3.45% | -2.67% |
Volatility
AGDAX vs. AWPAX - Volatility Comparison
The current volatility for AB High Income Fund (AGDAX) is 1.31%, while AB Sustainable International Thematic Fund (AWPAX) has a volatility of 8.77%. This indicates that AGDAX experiences smaller price fluctuations and is considered to be less risky than AWPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGDAX | AWPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 8.77% | -7.46% |
Volatility (6M)Calculated over the trailing 6-month period | 2.31% | 12.25% | -9.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.82% | 17.35% | -13.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.89% | 17.12% | -12.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.65% | 16.67% | -11.02% |