ANBIX vs. APGZX
Compare and contrast key facts about AB Bond Inflation Strategy (ANBIX) and AB Large Cap Growth Fund Class Z (APGZX).
ANBIX is managed by AllianceBernstein. It was launched on Jan 25, 2010. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Performance
ANBIX vs. APGZX - Performance Comparison
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ANBIX vs. APGZX - 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% |
APGZX AB Large Cap Growth Fund Class Z | -12.76% | 13.26% | 25.47% | 35.12% | -28.74% | 29.00% | 34.47% | 34.24% | 2.30% | 31.81% |
Returns By Period
In the year-to-date period, ANBIX achieves a 0.47% return, which is significantly higher than APGZX's -12.76% return. Over the past 10 years, ANBIX has underperformed APGZX with an annualized return of 3.63%, while APGZX has yielded a comparatively higher 14.52% annualized return.
ANBIX
- 1D
- 0.38%
- 1M
- -0.48%
- YTD
- 0.47%
- 6M
- 0.70%
- 1Y
- 3.88%
- 3Y*
- 4.39%
- 5Y*
- 2.52%
- 10Y*
- 3.63%
APGZX
- 1D
- -0.10%
- 1M
- -10.09%
- YTD
- -12.76%
- 6M
- -12.55%
- 1Y
- 7.79%
- 3Y*
- 14.45%
- 5Y*
- 8.77%
- 10Y*
- 14.52%
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ANBIX vs. APGZX - Expense Ratio Comparison
ANBIX has a 0.59% expense ratio, which is higher than APGZX's 0.52% expense ratio.
Return for Risk
ANBIX vs. APGZX — Risk / Return Rank
ANBIX
APGZX
ANBIX vs. APGZX - 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 Z (APGZX). 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 | APGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 0.40 | +1.11 |
Sortino ratioReturn per unit of downside risk | 2.28 | 0.73 | +1.55 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.10 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 0.34 | +1.89 |
Martin ratioReturn relative to average drawdown | 11.41 | 1.34 | +10.07 |
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 | APGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.40 | +1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.44 | +0.12 |
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 | 0.73 | +0.12 |
Correlation
The correlation between ANBIX and APGZX is 0.07, 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. APGZX - Dividend Comparison
ANBIX's dividend yield for the trailing twelve months is around 4.57%, less than APGZX's 11.19% 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% |
APGZX AB Large Cap Growth Fund Class Z | 11.19% | 9.77% | 6.62% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 0.00% |
Drawdowns
ANBIX vs. APGZX - Drawdown Comparison
The maximum ANBIX drawdown since its inception was -11.56%, smaller than the maximum APGZX drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for ANBIX and APGZX.
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Drawdown Indicators
| ANBIX | APGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.56% | -33.87% | +22.31% |
Max Drawdown (1Y)Largest decline over 1 year | -2.09% | -15.21% | +13.12% |
Max Drawdown (5Y)Largest decline over 5 years | -10.85% | -33.87% | +23.02% |
Max Drawdown (10Y)Largest decline over 10 years | -11.56% | -33.87% | +22.31% |
Current DrawdownCurrent decline from peak | -0.48% | -15.21% | +14.73% |
Average DrawdownAverage peak-to-trough decline | -2.22% | -6.08% | +3.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.41% | 3.90% | -3.49% |
Volatility
ANBIX vs. APGZX - Volatility Comparison
The current volatility for AB Bond Inflation Strategy (ANBIX) is 0.86%, while AB Large Cap Growth Fund Class Z (APGZX) has a volatility of 5.13%. This indicates that ANBIX experiences smaller price fluctuations and is considered to be less risky than APGZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANBIX | APGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.86% | 5.13% | -4.27% |
Volatility (6M)Calculated over the trailing 6-month period | 1.35% | 10.81% | -9.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.71% | 19.91% | -17.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.49% | 20.12% | -15.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.03% | 19.60% | -15.57% |