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