ANAGX vs. APGZX
Compare and contrast key facts about AB Global Bond Fund (ANAGX) and AB Large Cap Growth Fund Class Z (APGZX).
ANAGX is managed by AllianceBernstein. It was launched on Mar 26, 1992. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Performance
ANAGX vs. APGZX - Performance Comparison
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ANAGX vs. APGZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANAGX AB Global Bond Fund | -1.03% | 4.97% | 1.73% | 6.53% | -12.41% | -2.49% | 4.72% | 7.44% | 0.09% | 2.99% |
APGZX AB Large Cap Growth Fund Class Z | -12.76% | 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, ANAGX achieves a -1.03% return, which is significantly higher than APGZX's -12.76% return. Over the past 10 years, ANAGX has underperformed APGZX with an annualized return of 1.33%, while APGZX has yielded a comparatively higher 14.52% annualized return.
ANAGX
- 1D
- 0.44%
- 1M
- -2.70%
- YTD
- -1.03%
- 6M
- -0.44%
- 1Y
- 2.41%
- 3Y*
- 3.06%
- 5Y*
- -0.27%
- 10Y*
- 1.33%
APGZX
- 1D
- -0.10%
- 1M
- -10.09%
- YTD
- -12.76%
- 6M
- -12.55%
- 1Y
- 7.79%
- 3Y*
- 14.45%
- 5Y*
- 8.77%
- 10Y*
- 14.52%
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ANAGX vs. APGZX - Expense Ratio Comparison
ANAGX has a 0.80% expense ratio, which is higher than APGZX's 0.52% expense ratio.
Return for Risk
ANAGX vs. APGZX — Risk / Return Rank
ANAGX
APGZX
ANAGX vs. APGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Global Bond Fund (ANAGX) 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.
| ANAGX | APGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.40 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.15 | 0.73 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.10 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 0.34 | +0.67 |
Martin ratioReturn relative to average drawdown | 4.21 | 1.34 | +2.87 |
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
| ANAGX | APGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.40 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.44 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.74 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.73 | -0.02 |
Correlation
The correlation between ANAGX and APGZX is 0.07, 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
ANAGX vs. APGZX - Dividend Comparison
ANAGX's dividend yield for the trailing twelve months is around 3.16%, less than APGZX's 11.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANAGX AB Global Bond Fund | 3.16% | 3.40% | 2.88% | 2.87% | 8.08% | 2.37% | 2.38% | 3.22% | 3.01% | 2.23% | 2.96% | 3.69% |
APGZX AB Large Cap Growth Fund Class Z | 11.19% | 9.77% | 6.62% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 0.00% |
Drawdowns
ANAGX vs. APGZX - Drawdown Comparison
The maximum ANAGX drawdown since its inception was -44.21%, which is greater than APGZX's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for ANAGX and APGZX.
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Drawdown Indicators
| ANAGX | APGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.21% | -33.87% | -10.34% |
Max Drawdown (1Y)Largest decline over 1 year | -3.12% | -15.21% | +12.09% |
Max Drawdown (5Y)Largest decline over 5 years | -17.60% | -33.87% | +16.27% |
Max Drawdown (10Y)Largest decline over 10 years | -17.60% | -33.87% | +16.27% |
Current DrawdownCurrent decline from peak | -4.02% | -15.21% | +11.19% |
Average DrawdownAverage peak-to-trough decline | -3.68% | -6.08% | +2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.75% | 3.90% | -3.15% |
Volatility
ANAGX vs. APGZX - Volatility Comparison
The current volatility for AB Global Bond Fund (ANAGX) is 1.50%, while AB Large Cap Growth Fund Class Z (APGZX) has a volatility of 5.13%. This indicates that ANAGX 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
| ANAGX | APGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 5.13% | -3.63% |
Volatility (6M)Calculated over the trailing 6-month period | 2.20% | 10.81% | -8.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.27% | 19.91% | -16.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.36% | 20.12% | -15.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.70% | 19.60% | -15.90% |