ANAGX vs. FEPIX

In the year-to-date period, ANAGX achieves a 1.15% return, which is significantly lower than FEPIX's 1.26% return. Over the past 10 years, ANAGX has underperformed FEPIX with an annualized return of 1.34%, while FEPIX has yielded a comparatively higher 1.89% annualized return.

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ANAGX has a 0.80% expense ratio, which is higher than FEPIX's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Global Bond Fund (ANAGX) and Fidelity Total Bond Fund (FEPIX). 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.

The current ANAGX Sharpe Ratio is 1.16, which is comparable to the FEPIX Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of ANAGX and FEPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ANAGX's dividend yield for the trailing twelve months is around 3.51%, less than FEPIX's 4.46% yield.

The maximum ANAGX drawdown since its inception was -45.19%, which is greater than FEPIX's maximum drawdown of -18.31%. Use the drawdown chart below to compare losses from any high point for ANAGX and FEPIX. For additional features, visit the drawdowns tool.

The current volatility for AB Global Bond Fund (ANAGX) is 0.89%, while Fidelity Total Bond Fund (FEPIX) has a volatility of 1.54%. This indicates that ANAGX experiences smaller price fluctuations and is considered to be less risky than FEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.