ANAZX vs. APGAX
Compare and contrast key facts about AB Global Bond Fund Class Z (ANAZX) and AB Large Cap Growth Fund Class A (APGAX).
ANAZX is managed by AllianceBernstein. It was launched on Oct 15, 2013. APGAX is managed by AllianceBernstein. It was launched on Oct 1, 1996.
Performance
ANAZX vs. APGAX - Performance Comparison
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ANAZX vs. APGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANAZX AB Global Bond Fund Class Z | -0.85% | 6.42% | 2.70% | 5.99% | -12.17% | -2.14% | 5.13% | 7.84% | 0.38% | 3.18% |
APGAX AB Large Cap Growth Fund Class A | -9.74% | 12.96% | 25.09% | 34.66% | -28.96% | 28.60% | 34.05% | 33.77% | 1.97% | 31.36% |
Returns By Period
In the year-to-date period, ANAZX achieves a -0.85% return, which is significantly higher than APGAX's -9.74% return. Over the past 10 years, ANAZX has underperformed APGAX with an annualized return of 1.75%, while APGAX has yielded a comparatively higher 14.55% annualized return.
ANAZX
- 1D
- 0.15%
- 1M
- -2.28%
- YTD
- -0.85%
- 6M
- -0.33%
- 1Y
- 2.70%
- 3Y*
- 3.84%
- 5Y*
- 0.23%
- 10Y*
- 1.75%
APGAX
- 1D
- 3.56%
- 1M
- -6.63%
- YTD
- -9.74%
- 6M
- -9.77%
- 1Y
- 10.66%
- 3Y*
- 15.44%
- 5Y*
- 8.86%
- 10Y*
- 14.55%
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ANAZX vs. APGAX - Expense Ratio Comparison
ANAZX has a 0.52% expense ratio, which is lower than APGAX's 0.84% expense ratio.
Return for Risk
ANAZX vs. APGAX — Risk / Return Rank
ANAZX
APGAX
ANAZX vs. APGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Global Bond Fund Class Z (ANAZX) and AB Large Cap Growth Fund Class A (APGAX). 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.
| ANAZX | APGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.56 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.31 | 0.97 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.13 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 0.75 | +0.46 |
Martin ratioReturn relative to average drawdown | 4.88 | 2.86 | +2.02 |
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
| ANAZX | APGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.56 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.44 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.74 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.51 | +0.14 |
Correlation
The correlation between ANAZX and APGAX is 0.03, 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
ANAZX vs. APGAX - Dividend Comparison
ANAZX's dividend yield for the trailing twelve months is around 3.73%, less than APGAX's 12.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANAZX AB Global Bond Fund Class Z | 3.73% | 4.89% | 3.67% | 2.53% | 8.39% | 2.73% | 2.64% | 3.71% | 3.17% | 2.53% | 3.27% | 4.06% |
APGAX AB Large Cap Growth Fund Class A | 12.53% | 11.31% | 7.44% | 1.75% | 0.97% | 8.04% | 2.87% | 3.66% | 9.96% | 4.09% | 2.74% | 9.23% |
Drawdowns
ANAZX vs. APGAX - Drawdown Comparison
The maximum ANAZX drawdown since its inception was -17.24%, smaller than the maximum APGAX drawdown of -67.19%. Use the drawdown chart below to compare losses from any high point for ANAZX and APGAX.
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Drawdown Indicators
| ANAZX | APGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.24% | -67.19% | +49.95% |
Max Drawdown (1Y)Largest decline over 1 year | -3.13% | -15.33% | +12.20% |
Max Drawdown (5Y)Largest decline over 5 years | -17.24% | -34.04% | +16.80% |
Max Drawdown (10Y)Largest decline over 10 years | -17.24% | -34.04% | +16.80% |
Current DrawdownCurrent decline from peak | -2.56% | -12.32% | +9.76% |
Average DrawdownAverage peak-to-trough decline | -3.42% | -19.51% | +16.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 4.01% | -3.24% |
Volatility
ANAZX vs. APGAX - Volatility Comparison
The current volatility for AB Global Bond Fund Class Z (ANAZX) is 1.49%, while AB Large Cap Growth Fund Class A (APGAX) has a volatility of 6.50%. This indicates that ANAZX experiences smaller price fluctuations and is considered to be less risky than APGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANAZX | APGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 6.50% | -5.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.18% | 11.37% | -9.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.43% | 20.19% | -16.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.39% | 20.18% | -15.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.72% | 19.63% | -15.91% |