APGYX vs. ALNYX
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and AB Municipal Income Fund New York Portfolio (ALNYX).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. ALNYX is managed by AllianceBernstein. It was launched on Dec 28, 1986.
Performance
APGYX vs. ALNYX - Performance Comparison
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APGYX vs. ALNYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | -9.68% | 13.25% | 25.40% | 35.01% | -28.78% | 28.92% | 34.38% | 34.13% | 2.22% | 31.68% |
ALNYX AB Municipal Income Fund New York Portfolio | 0.01% | 4.23% | 3.03% | 5.01% | -10.25% | 3.11% | 3.30% | 7.31% | 0.34% | 5.48% |
Returns By Period
In the year-to-date period, APGYX achieves a -9.68% return, which is significantly lower than ALNYX's 0.01% return. Over the past 10 years, APGYX has outperformed ALNYX with an annualized return of 14.84%, while ALNYX has yielded a comparatively lower 1.87% annualized return.
APGYX
- 1D
- 3.55%
- 1M
- -6.62%
- YTD
- -9.68%
- 6M
- -9.65%
- 1Y
- 10.94%
- 3Y*
- 15.73%
- 5Y*
- 9.13%
- 10Y*
- 14.84%
ALNYX
- 1D
- 0.22%
- 1M
- -1.81%
- YTD
- 0.01%
- 6M
- 1.17%
- 1Y
- 3.34%
- 3Y*
- 3.28%
- 5Y*
- 0.82%
- 10Y*
- 1.87%
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APGYX vs. ALNYX - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is lower than ALNYX's 0.75% expense ratio.
Return for Risk
APGYX vs. ALNYX — Risk / Return Rank
APGYX
ALNYX
APGYX vs. ALNYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) and AB Municipal Income Fund New York Portfolio (ALNYX). 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.
| APGYX | ALNYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.81 | -0.24 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.13 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.22 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 1.00 | -0.23 |
Martin ratioReturn relative to average drawdown | 2.95 | 2.99 | -0.04 |
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
| APGYX | ALNYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.81 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.22 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.50 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 1.22 | -0.76 |
Correlation
The correlation between APGYX and ALNYX is -0.06. 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
APGYX vs. ALNYX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 10.80%, more than ALNYX's 3.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 10.80% | 9.76% | 6.58% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% |
ALNYX AB Municipal Income Fund New York Portfolio | 3.37% | 4.31% | 2.99% | 2.56% | 2.36% | 1.70% | 2.49% | 2.89% | 3.18% | 2.88% | 2.95% | 3.16% |
Drawdowns
APGYX vs. ALNYX - Drawdown Comparison
The maximum APGYX drawdown since its inception was -66.33%, which is greater than ALNYX's maximum drawdown of -15.44%. Use the drawdown chart below to compare losses from any high point for APGYX and ALNYX.
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Drawdown Indicators
| APGYX | ALNYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.33% | -15.44% | -50.89% |
Max Drawdown (1Y)Largest decline over 1 year | -15.24% | -4.31% | -10.93% |
Max Drawdown (5Y)Largest decline over 5 years | -33.91% | -14.63% | -19.28% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -14.63% | -19.28% |
Current DrawdownCurrent decline from peak | -12.23% | -2.02% | -10.21% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -1.94% | -19.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 1.44% | +2.54% |
Volatility
APGYX vs. ALNYX - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) has a higher volatility of 6.50% compared to AB Municipal Income Fund New York Portfolio (ALNYX) at 1.02%. This indicates that APGYX's price experiences larger fluctuations and is considered to be riskier than ALNYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APGYX | ALNYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 1.02% | +5.48% |
Volatility (6M)Calculated over the trailing 6-month period | 11.38% | 1.63% | +9.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.19% | 4.58% | +15.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.18% | 3.75% | +16.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 3.79% | +15.85% |