APGYX vs. WPSGX
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and AB Concentrated Growth Fund (WPSGX).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. WPSGX is managed by AllianceBernstein. It was launched on Feb 28, 1994.
Performance
APGYX vs. WPSGX - Performance Comparison
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APGYX vs. WPSGX - 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% |
WPSGX AB Concentrated Growth Fund | -10.24% | 6.29% | 11.16% | 19.70% | -24.61% | 31.53% | 21.22% | 44.50% | 1.56% | 22.99% |
Returns By Period
In the year-to-date period, APGYX achieves a -9.68% return, which is significantly higher than WPSGX's -10.24% return. Over the past 10 years, APGYX has outperformed WPSGX with an annualized return of 14.84%, while WPSGX has yielded a comparatively lower 11.40% 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%
WPSGX
- 1D
- 2.54%
- 1M
- -6.90%
- YTD
- -10.24%
- 6M
- -11.91%
- 1Y
- -0.55%
- 3Y*
- 6.79%
- 5Y*
- 3.17%
- 10Y*
- 11.40%
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APGYX vs. WPSGX - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is lower than WPSGX's 0.75% expense ratio.
Return for Risk
APGYX vs. WPSGX — Risk / Return Rank
APGYX
WPSGX
APGYX vs. WPSGX - 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 Concentrated Growth Fund (WPSGX). 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 | WPSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | -0.02 | +0.60 |
Sortino ratioReturn per unit of downside risk | 0.99 | 0.10 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.01 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | -0.01 | +0.78 |
Martin ratioReturn relative to average drawdown | 2.95 | -0.04 | +2.98 |
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 | WPSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | -0.02 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.18 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.59 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.17 | +0.29 |
Correlation
The correlation between APGYX and WPSGX is 0.88, 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.
Dividends
APGYX vs. WPSGX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 10.80%, more than WPSGX's 9.49% 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% |
WPSGX AB Concentrated Growth Fund | 9.49% | 8.52% | 11.43% | 1.15% | 1.95% | 10.55% | 3.56% | 6.53% | 8.08% | 3.51% | 0.44% | 2.89% |
Drawdowns
APGYX vs. WPSGX - Drawdown Comparison
The maximum APGYX drawdown since its inception was -66.33%, smaller than the maximum WPSGX drawdown of -90.28%. Use the drawdown chart below to compare losses from any high point for APGYX and WPSGX.
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Drawdown Indicators
| APGYX | WPSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.33% | -90.28% | +23.95% |
Max Drawdown (1Y)Largest decline over 1 year | -15.24% | -15.52% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -33.91% | -32.60% | -1.31% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -36.22% | +2.31% |
Current DrawdownCurrent decline from peak | -12.23% | -13.19% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -36.85% | +15.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 4.52% | -0.54% |
Volatility
APGYX vs. WPSGX - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) has a higher volatility of 6.50% compared to AB Concentrated Growth Fund (WPSGX) at 5.48%. This indicates that APGYX's price experiences larger fluctuations and is considered to be riskier than WPSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APGYX | WPSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 5.48% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 11.38% | 10.27% | +1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.19% | 18.33% | +1.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.18% | 18.11% | +2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 19.49% | +0.15% |