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APGYX vs. SPY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between APGYX and SPY is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.0
Correlation: 0.9

Performance

APGYX vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AB Large Cap Growth Fund Advisor Class (APGYX) and SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

400.00%600.00%800.00%1,000.00%1,200.00%NovemberDecember2025FebruaryMarchApril
488.35%
1,071.53%
APGYX
SPY

Key characteristics

Sharpe Ratio

APGYX:

0.06

SPY:

0.54

Sortino Ratio

APGYX:

0.25

SPY:

0.89

Omega Ratio

APGYX:

1.03

SPY:

1.13

Calmar Ratio

APGYX:

0.06

SPY:

0.58

Martin Ratio

APGYX:

0.19

SPY:

2.39

Ulcer Index

APGYX:

8.18%

SPY:

4.51%

Daily Std Dev

APGYX:

23.65%

SPY:

20.07%

Max Drawdown

APGYX:

-69.14%

SPY:

-55.19%

Current Drawdown

APGYX:

-17.04%

SPY:

-10.54%

Returns By Period

In the year-to-date period, APGYX achieves a -8.13% return, which is significantly lower than SPY's -6.44% return. Over the past 10 years, APGYX has underperformed SPY with an annualized return of 8.99%, while SPY has yielded a comparatively higher 11.95% annualized return.


APGYX

YTD

-8.13%

1M

-4.69%

6M

-11.21%

1Y

0.44%

5Y*

10.17%

10Y*

8.99%

SPY

YTD

-6.44%

1M

-5.00%

6M

-5.02%

1Y

9.54%

5Y*

15.80%

10Y*

11.95%

*Annualized

Compare stocks, funds, or ETFs

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APGYX vs. SPY - Expense Ratio Comparison

APGYX has a 0.59% expense ratio, which is higher than SPY's 0.09% expense ratio.


Expense ratio chart for APGYX: current value is 0.59%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
APGYX: 0.59%
Expense ratio chart for SPY: current value is 0.09%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SPY: 0.09%

Risk-Adjusted Performance

APGYX vs. SPY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APGYX
The Risk-Adjusted Performance Rank of APGYX is 3030
Overall Rank
The Sharpe Ratio Rank of APGYX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of APGYX is 3131
Sortino Ratio Rank
The Omega Ratio Rank of APGYX is 3131
Omega Ratio Rank
The Calmar Ratio Rank of APGYX is 3131
Calmar Ratio Rank
The Martin Ratio Rank of APGYX is 2929
Martin Ratio Rank

SPY
The Risk-Adjusted Performance Rank of SPY is 6565
Overall Rank
The Sharpe Ratio Rank of SPY is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of SPY is 6464
Sortino Ratio Rank
The Omega Ratio Rank of SPY is 6565
Omega Ratio Rank
The Calmar Ratio Rank of SPY is 6969
Calmar Ratio Rank
The Martin Ratio Rank of SPY is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

APGYX vs. SPY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) and SPDR S&P 500 ETF (SPY). 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 chart of Sharpe ratio for APGYX, currently valued at 0.06, compared to the broader market-1.000.001.002.003.00
APGYX: 0.06
SPY: 0.54
The chart of Sortino ratio for APGYX, currently valued at 0.25, compared to the broader market-2.000.002.004.006.008.00
APGYX: 0.25
SPY: 0.89
The chart of Omega ratio for APGYX, currently valued at 1.03, compared to the broader market0.501.001.502.002.503.00
APGYX: 1.03
SPY: 1.13
The chart of Calmar ratio for APGYX, currently valued at 0.06, compared to the broader market0.002.004.006.008.0010.00
APGYX: 0.06
SPY: 0.58
The chart of Martin ratio for APGYX, currently valued at 0.19, compared to the broader market0.0010.0020.0030.0040.0050.00
APGYX: 0.19
SPY: 2.39

The current APGYX Sharpe Ratio is 0.06, which is lower than the SPY Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of APGYX and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.06
0.54
APGYX
SPY

Dividends

APGYX vs. SPY - Dividend Comparison

APGYX's dividend yield for the trailing twelve months is around 0.06%, less than SPY's 1.31% yield.


TTM20242023202220212020201920182017201620152014
APGYX
AB Large Cap Growth Fund Advisor Class
0.06%0.06%0.10%0.00%0.00%0.00%0.11%0.00%0.00%0.14%0.00%0.00%
SPY
SPDR S&P 500 ETF
1.31%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%1.87%

Drawdowns

APGYX vs. SPY - Drawdown Comparison

The maximum APGYX drawdown since its inception was -69.14%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for APGYX and SPY. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-17.04%
-10.54%
APGYX
SPY

Volatility

APGYX vs. SPY - Volatility Comparison

AB Large Cap Growth Fund Advisor Class (APGYX) and SPDR S&P 500 ETF (SPY) have volatilities of 14.74% and 15.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
14.74%
15.13%
APGYX
SPY