ANBIX vs. APGAX
Compare and contrast key facts about AB Bond Inflation Strategy (ANBIX) and AB Large Cap Growth Fund Class A (APGAX).
ANBIX is managed by AllianceBernstein. It was launched on Jan 25, 2010. APGAX is managed by AllianceBernstein. It was launched on Oct 1, 1996.
Performance
ANBIX vs. APGAX - Performance Comparison
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ANBIX vs. APGAX - 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% |
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, ANBIX achieves a 0.47% return, which is significantly higher than APGAX's -9.74% return. Over the past 10 years, ANBIX has underperformed APGAX with an annualized return of 3.63%, while APGAX has yielded a comparatively higher 14.55% 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%
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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ANBIX vs. APGAX - Expense Ratio Comparison
ANBIX has a 0.59% expense ratio, which is lower than APGAX's 0.84% expense ratio.
Return for Risk
ANBIX vs. APGAX — Risk / Return Rank
ANBIX
APGAX
ANBIX vs. APGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Bond Inflation Strategy (ANBIX) 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.
| ANBIX | APGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 0.56 | +0.88 |
Sortino ratioReturn per unit of downside risk | 2.17 | 0.97 | +1.20 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.13 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 0.75 | +1.20 |
Martin ratioReturn relative to average drawdown | 9.93 | 2.86 | +7.07 |
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 | APGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 0.56 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.44 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.74 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.51 | +0.34 |
Correlation
The correlation between ANBIX and APGAX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
ANBIX vs. APGAX - Dividend Comparison
ANBIX's dividend yield for the trailing twelve months is around 4.57%, less than APGAX's 12.53% 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% |
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
ANBIX vs. APGAX - Drawdown Comparison
The maximum ANBIX drawdown since its inception was -11.56%, smaller than the maximum APGAX drawdown of -67.19%. Use the drawdown chart below to compare losses from any high point for ANBIX and APGAX.
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Drawdown Indicators
| ANBIX | APGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.56% | -67.19% | +55.63% |
Max Drawdown (1Y)Largest decline over 1 year | -2.09% | -15.33% | +13.24% |
Max Drawdown (5Y)Largest decline over 5 years | -10.85% | -34.04% | +23.19% |
Max Drawdown (10Y)Largest decline over 10 years | -11.56% | -34.04% | +22.48% |
Current DrawdownCurrent decline from peak | -0.48% | -12.32% | +11.84% |
Average DrawdownAverage peak-to-trough decline | -2.22% | -19.51% | +17.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.41% | 4.01% | -3.60% |
Volatility
ANBIX vs. APGAX - Volatility Comparison
The current volatility for AB Bond Inflation Strategy (ANBIX) is 0.85%, while AB Large Cap Growth Fund Class A (APGAX) has a volatility of 6.50%. This indicates that ANBIX 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
| ANBIX | APGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.85% | 6.50% | -5.65% |
Volatility (6M)Calculated over the trailing 6-month period | 1.35% | 11.37% | -10.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.71% | 20.19% | -17.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.49% | 20.18% | -15.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.03% | 19.63% | -15.60% |