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ASILX vs. VMNIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ASILX vs. VMNIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AB Select US Long/Short Portfolio (ASILX) and Vanguard Market Neutral Fund Institutional Shares (VMNIX). The values are adjusted to include any dividend payments, if applicable.

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ASILX vs. VMNIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VMNIX
Vanguard Market Neutral Fund Institutional Shares
6.12%9.36%5.84%12.33%13.47%23.39%-11.58%-9.48%0.66%-4.83%

Returns By Period

In the year-to-date period, ASILX achieves a -2.41% return, which is significantly lower than VMNIX's 6.12% return. Over the past 10 years, ASILX has outperformed VMNIX with an annualized return of 8.41%, while VMNIX has yielded a comparatively lower 4.06% 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%

VMNIX

1D
0.09%
1M
3.02%
YTD
6.12%
6M
8.21%
1Y
16.09%
3Y*
11.80%
5Y*
12.53%
10Y*
4.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ASILX vs. VMNIX - Expense Ratio Comparison

ASILX has a 1.55% expense ratio, which is higher than VMNIX's 1.25% expense ratio.


Return for Risk

ASILX vs. VMNIX — Risk / Return Rank

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

ASILX
ASILX Risk / Return Rank: 7373
Overall Rank
ASILX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
ASILX Sortino Ratio Rank: 7070
Sortino Ratio Rank
ASILX Omega Ratio Rank: 6666
Omega Ratio Rank
ASILX Calmar Ratio Rank: 8282
Calmar Ratio Rank
ASILX Martin Ratio Rank: 7575
Martin Ratio Rank

VMNIX
VMNIX Risk / Return Rank: 9393
Overall Rank
VMNIX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
VMNIX Sortino Ratio Rank: 9595
Sortino Ratio Rank
VMNIX Omega Ratio Rank: 9090
Omega Ratio Rank
VMNIX Calmar Ratio Rank: 9595
Calmar Ratio Rank
VMNIX Martin Ratio Rank: 8888
Martin Ratio Rank
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.

ASILX vs. VMNIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AB Select US Long/Short Portfolio (ASILX) and Vanguard Market Neutral Fund Institutional Shares (VMNIX). 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.


ASILXVMNIXDifference

Sharpe ratio

Return per unit of total volatility

1.23

2.20

-0.97

Sortino ratio

Return per unit of downside risk

1.72

3.25

-1.53

Omega ratio

Gain probability vs. loss probability

1.25

1.40

-0.15

Calmar ratio

Return relative to maximum drawdown

2.01

3.37

-1.37

Martin ratio

Return relative to average drawdown

7.16

9.61

-2.45

ASILX vs. VMNIX - Sharpe Ratio Comparison

The current ASILX Sharpe Ratio is 1.23, which is lower than the VMNIX Sharpe Ratio of 2.20. The chart below compares the historical Sharpe Ratios of ASILX and VMNIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ASILXVMNIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.23

2.20

-0.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.91

1.75

-0.84

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.91

0.64

+0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.91

0.31

+0.59

Correlation

The correlation between ASILX and VMNIX is 0.12, 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

ASILX vs. VMNIX - Dividend Comparison

ASILX's dividend yield for the trailing twelve months is around 13.48%, more than VMNIX's 3.37% yield.


TTM20252024202320222021202020192018201720162015
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%
VMNIX
Vanguard Market Neutral Fund Institutional Shares
3.37%3.59%5.67%5.15%0.78%0.20%0.86%3.23%1.00%1.16%0.45%0.10%

Drawdowns

ASILX vs. VMNIX - Drawdown Comparison

The maximum ASILX drawdown since its inception was -18.36%, smaller than the maximum VMNIX drawdown of -27.90%. Use the drawdown chart below to compare losses from any high point for ASILX and VMNIX.


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Drawdown Indicators


ASILXVMNIXDifference

Max Drawdown

Largest peak-to-trough decline

-18.36%

-27.90%

+9.54%

Max Drawdown (1Y)

Largest decline over 1 year

-3.62%

-4.95%

+1.33%

Max Drawdown (5Y)

Largest decline over 5 years

-12.30%

-6.69%

-5.61%

Max Drawdown (10Y)

Largest decline over 10 years

-18.36%

-24.95%

+6.59%

Current Drawdown

Current decline from peak

-3.61%

0.00%

-3.61%

Average Drawdown

Average peak-to-trough decline

-2.49%

-8.82%

+6.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.01%

1.73%

-0.72%

Volatility

ASILX vs. VMNIX - Volatility Comparison

The current volatility for AB Select US Long/Short Portfolio (ASILX) is 1.16%, while Vanguard Market Neutral Fund Institutional Shares (VMNIX) has a volatility of 1.54%. This indicates that ASILX experiences smaller price fluctuations and is considered to be less risky than VMNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASILXVMNIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.16%

1.54%

-0.38%

Volatility (6M)

Calculated over the trailing 6-month period

4.00%

5.73%

-1.73%

Volatility (1Y)

Calculated over the trailing 1-year period

6.59%

7.59%

-1.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.04%

7.19%

+0.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.30%

6.35%

+2.95%