APGZX vs. AUNYX
Compare and contrast key facts about AB Large Cap Growth Fund Class Z (APGZX) and AB Municipal Bond Inflation Strategy (AUNYX).
APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015. AUNYX is managed by AllianceBernstein. It was launched on Jan 25, 2010.
Performance
APGZX vs. AUNYX - Performance Comparison
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APGZX vs. AUNYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APGZX AB Large Cap Growth Fund Class Z | -12.76% | 13.26% | 25.47% | 35.12% | -28.74% | 29.00% | 34.47% | 34.24% | 2.30% | 31.81% |
AUNYX AB Municipal Bond Inflation Strategy | 0.39% | 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, APGZX achieves a -12.76% return, which is significantly lower than AUNYX's 0.39% return. Over the past 10 years, APGZX has outperformed AUNYX with an annualized return of 14.52%, while AUNYX has yielded a comparatively lower 2.99% annualized return.
APGZX
- 1D
- -0.10%
- 1M
- -10.09%
- YTD
- -12.76%
- 6M
- -12.55%
- 1Y
- 7.79%
- 3Y*
- 14.45%
- 5Y*
- 8.77%
- 10Y*
- 14.52%
AUNYX
- 1D
- 0.18%
- 1M
- -1.47%
- YTD
- 0.39%
- 6M
- 1.02%
- 1Y
- 4.03%
- 3Y*
- 3.34%
- 5Y*
- 2.62%
- 10Y*
- 2.99%
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APGZX vs. AUNYX - Expense Ratio Comparison
APGZX has a 0.52% expense ratio, which is higher than AUNYX's 0.50% expense ratio.
Return for Risk
APGZX vs. AUNYX — Risk / Return Rank
APGZX
AUNYX
APGZX vs. AUNYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class Z (APGZX) 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.
| APGZX | AUNYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.37 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.73 | 1.82 | -1.08 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.32 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 1.41 | -1.07 |
Martin ratioReturn relative to average drawdown | 1.34 | 5.88 | -4.53 |
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
| APGZX | AUNYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.37 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.77 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.84 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.83 | -0.10 |
Correlation
The correlation between APGZX and AUNYX is 0.15, 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
APGZX vs. AUNYX - Dividend Comparison
APGZX's dividend yield for the trailing twelve months is around 11.19%, more than AUNYX's 3.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGZX AB Large Cap Growth Fund Class Z | 11.19% | 9.77% | 6.62% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 0.00% |
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
APGZX vs. AUNYX - Drawdown Comparison
The maximum APGZX drawdown since its inception was -33.87%, which is greater than AUNYX's maximum drawdown of -14.10%. Use the drawdown chart below to compare losses from any high point for APGZX and AUNYX.
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Drawdown Indicators
| APGZX | AUNYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.87% | -14.10% | -19.77% |
Max Drawdown (1Y)Largest decline over 1 year | -15.21% | -3.33% | -11.88% |
Max Drawdown (5Y)Largest decline over 5 years | -33.87% | -8.44% | -25.43% |
Max Drawdown (10Y)Largest decline over 10 years | -33.87% | -14.10% | -19.77% |
Current DrawdownCurrent decline from peak | -15.21% | -1.56% | -13.65% |
Average DrawdownAverage peak-to-trough decline | -6.08% | -1.39% | -4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 0.80% | +3.10% |
Volatility
APGZX vs. AUNYX - Volatility Comparison
AB Large Cap Growth Fund Class Z (APGZX) has a higher volatility of 5.13% compared to AB Municipal Bond Inflation Strategy (AUNYX) at 1.10%. This indicates that APGZX'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
| APGZX | AUNYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 1.10% | +4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 10.81% | 1.49% | +9.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 3.24% | +16.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 3.40% | +16.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.60% | 3.58% | +16.02% |