ANBIX vs. AGDAX
Compare and contrast key facts about AB Bond Inflation Strategy (ANBIX) and AB High Income Fund (AGDAX).
ANBIX is managed by AllianceBernstein. It was launched on Jan 25, 2010. AGDAX is managed by AllianceBernstein. It was launched on Feb 25, 1994.
Performance
ANBIX vs. AGDAX - Performance Comparison
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ANBIX vs. AGDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANBIX AB Bond Inflation Strategy | 0.47% | 7.52% | 3.20% | 5.20% | -8.50% | 6.35% | 9.35% | 9.29% | -0.76% | 2.93% |
AGDAX AB High Income Fund | -1.36% | 8.06% | 7.36% | 13.63% | -12.45% | 3.87% | 2.91% | 13.71% | -5.29% | 7.94% |
Returns By Period
In the year-to-date period, ANBIX achieves a 0.47% return, which is significantly higher than AGDAX's -1.36% return. Over the past 10 years, ANBIX has underperformed AGDAX with an annualized return of 3.63%, while AGDAX has yielded a comparatively higher 4.65% annualized return.
ANBIX
- 1D
- 0.00%
- 1M
- -0.29%
- YTD
- 0.47%
- 6M
- 0.51%
- 1Y
- 3.88%
- 3Y*
- 4.39%
- 5Y*
- 2.48%
- 10Y*
- 3.63%
AGDAX
- 1D
- 0.44%
- 1M
- -1.85%
- YTD
- -1.36%
- 6M
- -0.10%
- 1Y
- 5.65%
- 3Y*
- 8.09%
- 5Y*
- 3.56%
- 10Y*
- 4.65%
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ANBIX vs. AGDAX - Expense Ratio Comparison
ANBIX has a 0.59% expense ratio, which is lower than AGDAX's 0.84% expense ratio.
Return for Risk
ANBIX vs. AGDAX — Risk / Return Rank
ANBIX
AGDAX
ANBIX vs. AGDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Bond Inflation Strategy (ANBIX) and AB High Income Fund (AGDAX). 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.
| ANBIX | AGDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.54 | -0.09 |
Sortino ratioReturn per unit of downside risk | 2.17 | 2.18 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.34 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.99 | -0.04 |
Martin ratioReturn relative to average drawdown | 9.93 | 8.03 | +1.89 |
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
| ANBIX | AGDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.54 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.73 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.83 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.87 | -0.02 |
Correlation
The correlation between ANBIX and AGDAX is 0.32, 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
ANBIX vs. AGDAX - Dividend Comparison
ANBIX's dividend yield for the trailing twelve months is around 4.57%, less than AGDAX's 6.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANBIX AB Bond Inflation Strategy | 4.57% | 4.93% | 3.86% | 4.55% | 6.47% | 4.70% | 2.22% | 3.19% | 3.39% | 2.05% | 2.13% | 1.61% |
AGDAX AB High Income Fund | 6.33% | 6.85% | 5.89% | 6.53% | 6.79% | 4.95% | 5.86% | 6.27% | 7.47% | 5.84% | 6.25% | 7.42% |
Drawdowns
ANBIX vs. AGDAX - Drawdown Comparison
The maximum ANBIX drawdown since its inception was -11.56%, smaller than the maximum AGDAX drawdown of -45.59%. Use the drawdown chart below to compare losses from any high point for ANBIX and AGDAX.
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Drawdown Indicators
| ANBIX | AGDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.56% | -45.59% | +34.03% |
Max Drawdown (1Y)Largest decline over 1 year | -2.09% | -3.17% | +1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -10.85% | -16.96% | +6.11% |
Max Drawdown (10Y)Largest decline over 10 years | -11.56% | -25.82% | +14.26% |
Current DrawdownCurrent decline from peak | -0.48% | -2.19% | +1.71% |
Average DrawdownAverage peak-to-trough decline | -2.22% | -4.49% | +2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.41% | 0.78% | -0.37% |
Volatility
ANBIX vs. AGDAX - Volatility Comparison
The current volatility for AB Bond Inflation Strategy (ANBIX) is 0.85%, while AB High Income Fund (AGDAX) has a volatility of 1.31%. This indicates that ANBIX experiences smaller price fluctuations and is considered to be less risky than AGDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANBIX | AGDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.85% | 1.31% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 1.35% | 2.31% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.71% | 3.82% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.49% | 4.89% | -0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.03% | 5.65% | -1.62% |