APGYX vs. SVSPX

In the year-to-date period, APGYX achieves a -8.13% return, which is significantly lower than SVSPX's -6.45% return. Over the past 10 years, APGYX has outperformed SVSPX with an annualized return of 8.99%, while SVSPX has yielded a comparatively lower 4.15% annualized return.

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APGYX has a 0.59% expense ratio, which is higher than SVSPX's 0.16% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) and State Street S&P 500 Index Fund Class N (SVSPX). 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 APGYX Sharpe Ratio is 0.06, which is lower than the SVSPX Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of APGYX and SVSPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

APGYX's dividend yield for the trailing twelve months is around 0.06%, less than SVSPX's 1.35% yield.

The maximum APGYX drawdown since its inception was -69.14%, smaller than the maximum SVSPX drawdown of -86.30%. Use the drawdown chart below to compare losses from any high point for APGYX and SVSPX. For additional features, visit the drawdowns tool.

AB Large Cap Growth Fund Advisor Class (APGYX) and State Street S&P 500 Index Fund Class N (SVSPX) have volatilities of 14.74% and 14.24%, 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.