ALNYX vs. APGZX
Compare and contrast key facts about AB Municipal Income Fund New York Portfolio (ALNYX) and AB Large Cap Growth Fund Class Z (APGZX).
ALNYX is managed by AllianceBernstein. It was launched on Dec 28, 1986. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Performance
ALNYX vs. APGZX - Performance Comparison
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ALNYX vs. APGZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALNYX AB Municipal Income Fund New York Portfolio | 0.01% | 4.23% | 3.03% | 5.01% | -10.25% | 3.11% | 3.30% | 7.31% | 0.34% | 5.48% |
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, ALNYX achieves a 0.01% return, which is significantly higher than APGZX's -9.67% return. Over the past 10 years, ALNYX has underperformed APGZX with an annualized return of 1.87%, while APGZX has yielded a comparatively higher 14.92% annualized return.
ALNYX
- 1D
- 0.22%
- 1M
- -1.81%
- YTD
- 0.01%
- 6M
- 1.17%
- 1Y
- 3.34%
- 3Y*
- 3.28%
- 5Y*
- 0.82%
- 10Y*
- 1.87%
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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ALNYX vs. APGZX - Expense Ratio Comparison
ALNYX has a 0.75% expense ratio, which is higher than APGZX's 0.52% expense ratio.
Return for Risk
ALNYX vs. APGZX — Risk / Return Rank
ALNYX
APGZX
ALNYX vs. APGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Municipal Income Fund New York Portfolio (ALNYX) 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.
| ALNYX | APGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.58 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.13 | 0.99 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.14 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.77 | +0.23 |
Martin ratioReturn relative to average drawdown | 2.99 | 2.96 | +0.03 |
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
| ALNYX | APGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.58 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.46 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.76 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.22 | 0.75 | +0.47 |
Correlation
The correlation between ALNYX and APGZX is 0.04, 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
ALNYX vs. APGZX - Dividend Comparison
ALNYX's dividend yield for the trailing twelve months is around 3.37%, less than APGZX's 10.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALNYX AB Municipal Income Fund New York Portfolio | 3.37% | 4.31% | 2.99% | 2.56% | 2.36% | 1.70% | 2.49% | 2.89% | 3.18% | 2.88% | 2.95% | 3.16% |
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% | 0.00% |
Drawdowns
ALNYX vs. APGZX - Drawdown Comparison
The maximum ALNYX drawdown since its inception was -15.44%, smaller than the maximum APGZX drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for ALNYX and APGZX.
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Drawdown Indicators
| ALNYX | APGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.44% | -33.87% | +18.43% |
Max Drawdown (1Y)Largest decline over 1 year | -4.31% | -15.21% | +10.90% |
Max Drawdown (5Y)Largest decline over 5 years | -14.63% | -33.87% | +19.24% |
Max Drawdown (10Y)Largest decline over 10 years | -14.63% | -33.87% | +19.24% |
Current DrawdownCurrent decline from peak | -2.02% | -12.21% | +10.19% |
Average DrawdownAverage peak-to-trough decline | -1.94% | -6.08% | +4.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.44% | 3.97% | -2.53% |
Volatility
ALNYX vs. APGZX - Volatility Comparison
The current volatility for AB Municipal Income Fund New York Portfolio (ALNYX) is 1.02%, while AB Large Cap Growth Fund Class Z (APGZX) has a volatility of 6.50%. This indicates that ALNYX 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
| ALNYX | APGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.02% | 6.50% | -5.48% |
Volatility (6M)Calculated over the trailing 6-month period | 1.63% | 11.37% | -9.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.58% | 20.18% | -15.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.75% | 20.18% | -16.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.79% | 19.63% | -15.84% |