ASILX vs. APGAX
Compare and contrast key facts about AB Select US Long/Short Portfolio (ASILX) and AB Large Cap Growth Fund Class A (APGAX).
ASILX is managed by AllianceBernstein. It was launched on Dec 11, 2012. APGAX is managed by AllianceBernstein. It was launched on Oct 1, 1996.
Performance
ASILX vs. APGAX - Performance Comparison
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ASILX vs. APGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ASILX AB Select US Long/Short Portfolio | -2.41% | 9.77% | 18.46% | 11.06% | -9.94% | 17.81% | 10.23% | 17.17% | -1.61% | 12.61% |
APGAX AB Large Cap Growth Fund Class A | -12.84% | 12.96% | 25.09% | 34.66% | -28.96% | 28.60% | 34.05% | 33.77% | 1.97% | 31.36% |
Returns By Period
In the year-to-date period, ASILX achieves a -2.41% return, which is significantly higher than APGAX's -12.84% return. Over the past 10 years, ASILX has underperformed APGAX with an annualized return of 8.41%, while APGAX has yielded a comparatively higher 14.15% annualized return.
ASILX
- 1D
- -0.07%
- 1M
- -2.68%
- YTD
- -2.41%
- 6M
- -1.15%
- 1Y
- 7.77%
- 3Y*
- 11.88%
- 5Y*
- 7.29%
- 10Y*
- 8.41%
APGAX
- 1D
- -0.11%
- 1M
- -10.13%
- YTD
- -12.84%
- 6M
- -12.69%
- 1Y
- 7.50%
- 3Y*
- 14.10%
- 5Y*
- 8.44%
- 10Y*
- 14.15%
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ASILX vs. APGAX - Expense Ratio Comparison
ASILX has a 1.55% expense ratio, which is higher than APGAX's 0.84% expense ratio.
Return for Risk
ASILX vs. APGAX — Risk / Return Rank
ASILX
APGAX
ASILX vs. APGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Select US Long/Short Portfolio (ASILX) and AB Large Cap Growth Fund Class A (APGAX). 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.
| ASILX | APGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.39 | +0.85 |
Sortino ratioReturn per unit of downside risk | 1.72 | 0.71 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.10 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 0.32 | +1.68 |
Martin ratioReturn relative to average drawdown | 7.16 | 1.26 | +5.90 |
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
| ASILX | APGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.39 | +0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.42 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | 0.72 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.51 | +0.40 |
Correlation
The correlation between ASILX and APGAX is 0.89, 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
ASILX vs. APGAX - Dividend Comparison
ASILX's dividend yield for the trailing twelve months is around 13.48%, more than APGAX's 12.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASILX AB Select US Long/Short Portfolio | 13.48% | 13.15% | 7.18% | 1.41% | 6.51% | 11.92% | 4.28% | 3.54% | 8.71% | 5.03% | 0.00% | 3.35% |
APGAX AB Large Cap Growth Fund Class A | 12.98% | 11.31% | 7.44% | 1.75% | 0.97% | 8.04% | 2.87% | 3.66% | 9.96% | 4.09% | 2.74% | 9.23% |
Drawdowns
ASILX vs. APGAX - Drawdown Comparison
The maximum ASILX drawdown since its inception was -18.36%, smaller than the maximum APGAX drawdown of -67.19%. Use the drawdown chart below to compare losses from any high point for ASILX and APGAX.
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Drawdown Indicators
| ASILX | APGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.36% | -67.19% | +48.83% |
Max Drawdown (1Y)Largest decline over 1 year | -3.62% | -15.33% | +11.71% |
Max Drawdown (5Y)Largest decline over 5 years | -12.30% | -34.04% | +21.74% |
Max Drawdown (10Y)Largest decline over 10 years | -18.36% | -34.04% | +15.68% |
Current DrawdownCurrent decline from peak | -3.61% | -15.33% | +11.72% |
Average DrawdownAverage peak-to-trough decline | -2.49% | -19.51% | +17.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 3.94% | -2.93% |
Volatility
ASILX vs. APGAX - Volatility Comparison
The current volatility for AB Select US Long/Short Portfolio (ASILX) is 1.16%, while AB Large Cap Growth Fund Class A (APGAX) has a volatility of 5.12%. This indicates that ASILX experiences smaller price fluctuations and is considered to be less risky than APGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ASILX | APGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.16% | 5.12% | -3.96% |
Volatility (6M)Calculated over the trailing 6-month period | 4.00% | 10.80% | -6.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.59% | 19.92% | -13.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.04% | 20.13% | -12.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.30% | 19.60% | -10.30% |