AGRFX vs. SCYVX
Compare and contrast key facts about AB Growth Fund (AGRFX) and AB Small Cap Value Portfolio (SCYVX).
AGRFX is managed by AllianceBernstein. It was launched on Sep 4, 1990. SCYVX is managed by AllianceBernstein. It was launched on Dec 3, 2014.
Performance
AGRFX vs. SCYVX - Performance Comparison
Loading graphics...
AGRFX vs. SCYVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGRFX AB Growth Fund | -12.87% | 10.84% | 31.50% | 37.95% | -29.65% | 21.40% | 35.97% | 31.11% | 3.75% | 33.88% |
SCYVX AB Small Cap Value Portfolio | 5.45% | -0.02% | 11.46% | 7.82% | -16.68% | 35.56% | 3.45% | 25.72% | -16.43% | 8.97% |
Returns By Period
In the year-to-date period, AGRFX achieves a -12.87% return, which is significantly lower than SCYVX's 5.45% return. Over the past 10 years, AGRFX has outperformed SCYVX with an annualized return of 14.19%, while SCYVX has yielded a comparatively lower 7.75% annualized return.
AGRFX
- 1D
- -0.24%
- 1M
- -10.04%
- YTD
- -12.87%
- 6M
- -13.78%
- 1Y
- 6.03%
- 3Y*
- 15.92%
- 5Y*
- 8.48%
- 10Y*
- 14.19%
SCYVX
- 1D
- -0.27%
- 1M
- -5.81%
- YTD
- 5.45%
- 6M
- 4.72%
- 1Y
- 16.17%
- 3Y*
- 8.38%
- 5Y*
- 2.69%
- 10Y*
- 7.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AGRFX vs. SCYVX - Expense Ratio Comparison
AGRFX has a 1.12% expense ratio, which is higher than SCYVX's 0.92% expense ratio.
Return for Risk
AGRFX vs. SCYVX — Risk / Return Rank
AGRFX
SCYVX
AGRFX vs. SCYVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Growth Fund (AGRFX) and AB Small Cap Value Portfolio (SCYVX). 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.
| AGRFX | SCYVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.72 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.58 | 1.16 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.16 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.91 | -0.69 |
Martin ratioReturn relative to average drawdown | 0.83 | 3.43 | -2.61 |
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
| AGRFX | SCYVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.72 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.12 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.32 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.31 | +0.24 |
Correlation
The correlation between AGRFX and SCYVX is 0.64, 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
AGRFX vs. SCYVX - Dividend Comparison
AGRFX's dividend yield for the trailing twelve months is around 18.79%, more than SCYVX's 4.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGRFX AB Growth Fund | 18.79% | 16.37% | 21.03% | 7.20% | 1.69% | 9.79% | 5.79% | 7.80% | 16.01% | 9.33% | 1.03% | 9.76% |
SCYVX AB Small Cap Value Portfolio | 4.62% | 4.87% | 4.23% | 0.52% | 5.15% | 7.39% | 0.55% | 5.37% | 6.44% | 5.67% | 0.54% | 0.52% |
Drawdowns
AGRFX vs. SCYVX - Drawdown Comparison
The maximum AGRFX drawdown since its inception was -61.88%, which is greater than SCYVX's maximum drawdown of -47.74%. Use the drawdown chart below to compare losses from any high point for AGRFX and SCYVX.
Loading graphics...
Drawdown Indicators
| AGRFX | SCYVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.88% | -47.74% | -14.14% |
Max Drawdown (1Y)Largest decline over 1 year | -15.92% | -15.28% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -35.21% | -29.12% | -6.09% |
Max Drawdown (10Y)Largest decline over 10 years | -35.21% | -47.74% | +12.53% |
Current DrawdownCurrent decline from peak | -15.92% | -7.22% | -8.70% |
Average DrawdownAverage peak-to-trough decline | -15.82% | -9.59% | -6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 4.04% | +0.24% |
Volatility
AGRFX vs. SCYVX - Volatility Comparison
AB Growth Fund (AGRFX) has a higher volatility of 5.75% compared to AB Small Cap Value Portfolio (SCYVX) at 5.11%. This indicates that AGRFX's price experiences larger fluctuations and is considered to be riskier than SCYVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AGRFX | SCYVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 5.11% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 11.87% | 12.20% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.55% | 22.75% | -2.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.79% | 21.96% | -1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.39% | 23.98% | -3.59% |