APGZX vs. AQEIX

Last updated Jun 3, 2026

APGZX (AB Large Cap Growth Fund Class Z) and AQEIX (LKCM Aquinas Catholic Equity Fund) are both Large Cap Growth Equities funds. Over the past 10 years, APGZX returned 16.76%/yr vs 10.87%/yr for AQEIX. Their correlation of 0.86 suggests significant overlap in exposure. APGZX charges 0.52%/yr vs 1.00%/yr for AQEIX.

Performance

APGZX vs. AQEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AB Large Cap Growth Fund Class Z (APGZX) and LKCM Aquinas Catholic Equity Fund (AQEIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, APGZX achieves a 6.42% return, which is significantly higher than AQEIX's 3.67% return. Over the past 10 years, APGZX has outperformed AQEIX with an annualized return of 16.76%, while AQEIX has yielded a comparatively lower 10.87% annualized return.

APGZX

• 1D: 0.33%
• 1M: 3.94%
• YTD: 6.42%
• 6M: 5.36%
• 1Y: 18.09%
• 3Y*: 19.68%
• 5Y*: 11.54%
• 10Y*: 16.76%

AQEIX

• 1D: 0.55%
• 1M: 0.71%
• YTD: 3.67%
• 6M: 2.96%
• 1Y: 10.94%
• 3Y*: 10.92%
• 5Y*: 5.51%
• 10Y*: 10.87%

*Multi-year figures are annualized to reflect compound growth (CAGR)

APGZX vs. AQEIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
APGZX AB Large Cap Growth Fund Class Z	6.42%	13.26%	25.47%	35.12%	-28.74%	29.00%	34.47%	34.24%	2.30%	31.81%
AQEIX LKCM Aquinas Catholic Equity Fund	3.67%	6.72%	13.29%	14.08%	-18.24%	25.35%	24.23%	30.51%	-8.03%	20.80%

Correlation

The correlation between APGZX and AQEIX is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.77
Correlation (3Y) Calculated over the trailing 3-year period	0.80
Correlation (5Y) Calculated over the trailing 5-year period	0.85
Correlation (10Y) Calculated over the trailing 10-year period	0.86
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016	0.86

The correlation between APGZX and AQEIX has been stable across timeframes, ranging from 0.77 to 0.86 - a consistent structural relationship.

Return for Risk

APGZX vs. AQEIX — Risk / Return Rank

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

APGZX

APGZX Risk / Return Rank: 17
APGZX Sharpe Ratio Rank: 20
APGZX Sortino Ratio Rank: 19
APGZX Omega Ratio Rank: 19
APGZX Calmar Ratio Rank: 12
APGZX Martin Ratio Rank: 16

AQEIX

AQEIX Risk / Return Rank: 15
AQEIX Sharpe Ratio Rank: 13
AQEIX Sortino Ratio Rank: 12
AQEIX Omega Ratio Rank: 12
AQEIX Calmar Ratio Rank: 17
AQEIX Martin Ratio Rank: 21

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APGZX vs. AQEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class Z (APGZX) and LKCM Aquinas Catholic Equity Fund (AQEIX). 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.

	APGZX	AQEIX	Difference
Sharpe ratio Return per unit of total volatility	1.33	0.99	+0.34
Sortino ratio Return per unit of downside risk	1.89	1.43	+0.45
Omega ratio Gain probability vs. loss probability	1.24	1.18	+0.06
Calmar ratio Return relative to maximum drawdown	1.25	1.56	-0.31
Martin ratio Return relative to average drawdown	4.64	5.66	-1.01
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

APGZX vs. AQEIX - Sharpe Ratio Comparison

The current APGZX Sharpe Ratio is 1.33, which is higher than the AQEIX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of APGZX and AQEIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	APGZX	AQEIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.33	0.99	+0.34
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.58	0.33	+0.24
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.85	0.60	+0.25
Sharpe Ratio (All Time) Calculated using the full available price history	0.83	0.40	+0.43

Drawdowns

APGZX vs. AQEIX - Drawdown Comparison

The maximum APGZX drawdown since its inception was -33.87%, smaller than the maximum AQEIX drawdown of -54.20%. Use the drawdown chart below to compare losses from any high point for APGZX and AQEIX.

Drawdown Indicators

	APGZX	AQEIX	Difference
Max Drawdown Largest peak-to-trough decline	-33.87%	-54.20%	+20.33%
Max Drawdown (1Y) Largest decline over 1 year	-15.21%	-7.02%	-8.19%
Max Drawdown (3Y) Largest decline over 3 years	-21.57%	-19.25%	-2.32%
Max Drawdown (5Y) Largest decline over 5 years	-33.87%	-24.51%	-9.36%
Max Drawdown (10Y) Largest decline over 10 years	-33.87%	-33.65%	-0.22%
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-6.03%	-8.71%	+2.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.09%	1.94%	+2.15%

Volatility

APGZX vs. AQEIX - Volatility Comparison

AB Large Cap Growth Fund Class Z (APGZX) has a higher volatility of 3.11% compared to LKCM Aquinas Catholic Equity Fund (AQEIX) at 2.88%. This indicates that APGZX's price experiences larger fluctuations and is considered to be riskier than AQEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	APGZX	AQEIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.11%	2.88%	+0.23%
Volatility (6M) Calculated over the trailing 6-month period	10.90%	7.92%	+2.98%
Volatility (1Y) Calculated over the trailing 1-year period	14.37%	11.09%	+3.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.15%	16.56%	+3.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.67%	18.15%	+1.52%

APGZX vs. AQEIX - Expense Ratio Comparison

APGZX has a 0.52% expense ratio, which is lower than AQEIX's 1.00% expense ratio.

Dividends

APGZX vs. AQEIX - Dividend Comparison

APGZX's dividend yield for the trailing twelve months is around 9.18%, more than AQEIX's 5.77% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
APGZX AB Large Cap Growth Fund Class Z	9.18%	9.77%	6.62%	1.69%	0.87%	7.19%	2.60%	3.49%	9.11%	3.78%	2.72%	0.00%
AQEIX LKCM Aquinas Catholic Equity Fund	5.77%	5.98%	7.90%	2.63%	6.05%	12.61%	6.73%	10.98%	23.36%	8.24%	7.92%	7.69%

Frequently Asked Questions

Can I hold both APGZX and AQEIX in my portfolio?

APGZX and AQEIX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, APGZX or AQEIX?

APGZX has higher volatility (3.11%) compared to AQEIX (2.88%). In terms of maximum drawdown, APGZX dropped -33.87% vs AQEIX's -54.20%.

Which has better risk-adjusted returns?

APGZX currently has the higher Sharpe Ratio (1.33 vs 0.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.