ANAGX vs. QUASX
ANAGX (AB Global Bond Fund) and QUASX (AB Small Cap Growth Portfolio) are both mutual funds - ANAGX is a Global Bonds fund managed by AllianceBernstein, while QUASX is a Small Cap Growth Equities fund managed by AllianceBernstein. Over the past 10 years, ANAGX returned 1.06%/yr vs 13.68%/yr for QUASX. Their 0.05 correlation means their historical movements had little consistent relationship. ANAGX charges 0.80%/yr vs 1.11%/yr for QUASX.
Performance
ANAGX vs. QUASX - Performance Comparison
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Returns By Period
In the year-to-date period, ANAGX achieves a -0.09% return, which is significantly lower than QUASX's 15.83% return. Over the past 10 years, ANAGX has underperformed QUASX with an annualized return of 1.06%, while QUASX has yielded a comparatively higher 13.68% annualized return.
ANAGX
- 1D
- 0.15%
- 1M
- -1.01%
- 6M
- -0.38%
- YTD
- -0.09%
- 1Y
- 1.21%
- 3Y*
- 3.77%
- 5Y*
- -0.63%
- 10Y*
- 1.06%
- ALL TIME*
- 5.63%
QUASX
- 1D
- 1.89%
- 1M
- -4.81%
- 6M
- 11.98%
- YTD
- 15.83%
- 1Y
- 22.72%
- 3Y*
- 13.92%
- 5Y*
- 1.09%
- 10Y*
- 13.68%
- ALL TIME*
- 8.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
ANAGX AB Global Bond Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
ANAGX vs. QUASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANAGX AB Global Bond Fund | -0.09% | 4.97% | 1.73% | 6.53% | -12.41% | -2.49% | 4.72% | 7.44% | 0.09% | 2.99% |
QUASX AB Small Cap Growth Portfolio | 15.83% | 4.85% | 18.49% | 17.83% | -39.09% | 9.76% | 53.85% | 49.85% | -1.02% | 34.71% |
Correlation
The correlation between ANAGX and QUASX is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.19 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.16 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.07 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1992 | 0.05 |
Over the past year, ANAGX and QUASX have become more correlated (0.29) than their long-term average of 0.05, meaning their price movements have been converging.
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Return for Risk
ANAGX vs. QUASX — Risk / Return Rank
ANAGX
QUASX
ANAGX vs. QUASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Global Bond Fund (ANAGX) and AB Small Cap Growth Portfolio (QUASX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ANAGX | QUASX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.18 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 1.68 | -1.24 |
| Martin ratioReturn relative to average drawdown | 1.26 | 5.50 | -4.24 |
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Drawdowns
ANAGX vs. QUASX - Drawdown Comparison
The maximum ANAGX drawdown since its inception was -44.21%, smaller than the maximum QUASX drawdown of -60.97%. Use the drawdown chart below to compare losses from any high point for ANAGX and QUASX.
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Drawdown Indicators
| ANAGX | QUASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.21% | -60.97% | +16.76% |
Max Drawdown (1Y)Largest decline over 1 year | -3.12% | -15.02% | +11.90% |
Max Drawdown (3Y)Largest decline over 3 years | -3.46% | -31.68% | +28.22% |
Max Drawdown (5Y)Largest decline over 5 years | -17.41% | -47.37% | +29.96% |
Max Drawdown (10Y)Largest decline over 10 years | -17.60% | -47.37% | +29.77% |
Current DrawdownCurrent decline from peak | -3.11% | -8.02% | +4.91% |
Average DrawdownAverage peak-to-trough decline | -3.67% | -15.70% | +12.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 4.57% | -3.49% |
Volatility
ANAGX vs. QUASX - Volatility Comparison
The current volatility for AB Global Bond Fund (ANAGX) is 0.93%, while AB Small Cap Growth Portfolio (QUASX) has a volatility of 7.71%. This indicates that ANAGX experiences smaller price fluctuations and is considered to be less risky than QUASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANAGX | QUASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.93% | 7.71% | -6.78% |
Volatility (6M)Calculated over the trailing 6-month period | 2.95% | 20.45% | -17.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.41% | 25.53% | -22.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.46% | 26.66% | -22.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.75% | 25.65% | -21.90% |
ANAGX vs. QUASX - Expense Ratio Comparison
ANAGX has a 0.80% expense ratio, which is lower than QUASX's 1.11% expense ratio.
Dividends
ANAGX vs. QUASX - Dividend Comparison
ANAGX's dividend yield for the trailing twelve months is around 3.28%, while QUASX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANAGX AB Global Bond Fund | 3.28% | 3.40% | 2.88% | 2.87% | 8.08% | 2.37% | 2.38% | 3.22% | 3.01% | 2.23% | 2.96% | 3.69% |
QUASX AB Small Cap Growth Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 9.07% | 9.86% | 18.20% | 19.70% | 9.29% | 2.32% | 9.19% |
Frequently Asked Questions
ANAGX and QUASX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
QUASX has higher volatility (7.71%) compared to ANAGX (0.93%). In terms of maximum drawdown, ANAGX dropped -44.21% vs QUASX's -60.97%.
QUASX currently has the higher Sharpe Ratio (0.99 vs 0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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