APGAX vs. FTEC

In the year-to-date period, APGAX achieves a 23.05% return, which is significantly lower than FTEC's 25.95% return. Over the past 10 years, APGAX has underperformed FTEC with an annualized return of 9.04%, while FTEC has yielded a comparatively higher 20.35% annualized return.

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APGAX has a 0.84% expense ratio, which is higher than FTEC's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class A (APGAX) and Fidelity MSCI Information Technology Index ETF (FTEC). 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.

The current APGAX Sharpe Ratio is 1.79, which is comparable to the FTEC Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of APGAX and FTEC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

APGAX has not paid dividends to shareholders, while FTEC's dividend yield for the trailing twelve months is around 0.62%.

The maximum APGAX drawdown since its inception was -69.97%, which is greater than FTEC's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for APGAX and FTEC. For additional features, visit the drawdowns tool.

The current volatility for AB Large Cap Growth Fund Class A (APGAX) is 5.22%, while Fidelity MSCI Information Technology Index ETF (FTEC) has a volatility of 6.56%. This indicates that APGAX experiences smaller price fluctuations and is considered to be less risky than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.