APGYX vs. AUNYX
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and AB Municipal Bond Inflation Strategy (AUNYX).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. AUNYX is managed by AllianceBernstein. It was launched on Jan 25, 2010.
Performance
APGYX vs. AUNYX - Performance Comparison
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APGYX vs. AUNYX - 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% |
AUNYX AB Municipal Bond Inflation Strategy | 0.48% | 5.19% | 2.36% | 5.17% | -4.84% | 7.30% | 4.58% | 6.74% | -0.07% | 3.36% |
Returns By Period
In the year-to-date period, APGYX achieves a -9.68% return, which is significantly lower than AUNYX's 0.48% return. Over the past 10 years, APGYX has outperformed AUNYX with an annualized return of 14.84%, while AUNYX has yielded a comparatively lower 3.00% 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%
AUNYX
- 1D
- 0.09%
- 1M
- -1.47%
- YTD
- 0.48%
- 6M
- 1.11%
- 1Y
- 4.23%
- 3Y*
- 3.37%
- 5Y*
- 2.64%
- 10Y*
- 3.00%
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APGYX vs. AUNYX - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is higher than AUNYX's 0.50% expense ratio.
Return for Risk
APGYX vs. AUNYX — Risk / Return Rank
APGYX
AUNYX
APGYX vs. AUNYX - 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 Bond Inflation Strategy (AUNYX). 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 | AUNYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.29 | -0.71 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.70 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.30 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 1.36 | -0.59 |
Martin ratioReturn relative to average drawdown | 2.95 | 5.60 | -2.65 |
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 | AUNYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.29 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.78 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.84 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.84 | -0.37 |
Correlation
The correlation between APGYX and AUNYX is 0.12, 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
APGYX vs. AUNYX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 10.80%, more than AUNYX's 3.29% 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% |
AUNYX AB Municipal Bond Inflation Strategy | 3.29% | 3.26% | 2.53% | 2.44% | 1.64% | 1.66% | 2.37% | 2.86% | 2.64% | 2.13% | 2.01% | 1.90% |
Drawdowns
APGYX vs. AUNYX - Drawdown Comparison
The maximum APGYX drawdown since its inception was -66.33%, which is greater than AUNYX's maximum drawdown of -14.10%. Use the drawdown chart below to compare losses from any high point for APGYX and AUNYX.
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Drawdown Indicators
| APGYX | AUNYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.33% | -14.10% | -52.23% |
Max Drawdown (1Y)Largest decline over 1 year | -15.24% | -3.33% | -11.91% |
Max Drawdown (5Y)Largest decline over 5 years | -33.91% | -8.44% | -25.47% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -14.10% | -19.81% |
Current DrawdownCurrent decline from peak | -12.23% | -1.47% | -10.76% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -1.39% | -19.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 0.81% | +3.17% |
Volatility
APGYX vs. AUNYX - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) has a higher volatility of 6.50% compared to AB Municipal Bond Inflation Strategy (AUNYX) at 1.10%. This indicates that APGYX's price experiences larger fluctuations and is considered to be riskier than AUNYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APGYX | AUNYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 1.10% | +5.40% |
Volatility (6M)Calculated over the trailing 6-month period | 11.38% | 1.49% | +9.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.19% | 3.23% | +16.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.18% | 3.40% | +16.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 3.58% | +16.06% |