AUNYX vs. APGZX
Compare and contrast key facts about AB Municipal Bond Inflation Strategy (AUNYX) and AB Large Cap Growth Fund Class Z (APGZX).
AUNYX is managed by AllianceBernstein. It was launched on Jan 25, 2010. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Performance
AUNYX vs. APGZX - Performance Comparison
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AUNYX vs. APGZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, AUNYX achieves a 0.39% return, which is significantly higher than APGZX's -12.76% return. Over the past 10 years, AUNYX has underperformed APGZX with an annualized return of 2.99%, while APGZX has yielded a comparatively higher 14.52% annualized return.
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%
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%
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AUNYX vs. APGZX - Expense Ratio Comparison
AUNYX has a 0.50% expense ratio, which is lower than APGZX's 0.52% expense ratio.
Return for Risk
AUNYX vs. APGZX — Risk / Return Rank
AUNYX
APGZX
AUNYX vs. APGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Municipal Bond Inflation Strategy (AUNYX) and AB Large Cap Growth Fund Class Z (APGZX). 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.
| AUNYX | APGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 0.40 | +0.97 |
Sortino ratioReturn per unit of downside risk | 1.82 | 0.73 | +1.08 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.10 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 0.34 | +1.07 |
Martin ratioReturn relative to average drawdown | 5.88 | 1.34 | +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
| AUNYX | APGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 0.40 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.44 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.74 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.73 | +0.10 |
Correlation
The correlation between AUNYX and APGZX 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
AUNYX vs. APGZX - Dividend Comparison
AUNYX's dividend yield for the trailing twelve months is around 3.29%, less than APGZX's 11.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
AUNYX vs. APGZX - Drawdown Comparison
The maximum AUNYX drawdown since its inception was -14.10%, smaller than the maximum APGZX drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for AUNYX and APGZX.
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Drawdown Indicators
| AUNYX | APGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.10% | -33.87% | +19.77% |
Max Drawdown (1Y)Largest decline over 1 year | -3.33% | -15.21% | +11.88% |
Max Drawdown (5Y)Largest decline over 5 years | -8.44% | -33.87% | +25.43% |
Max Drawdown (10Y)Largest decline over 10 years | -14.10% | -33.87% | +19.77% |
Current DrawdownCurrent decline from peak | -1.56% | -15.21% | +13.65% |
Average DrawdownAverage peak-to-trough decline | -1.39% | -6.08% | +4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 3.90% | -3.10% |
Volatility
AUNYX vs. APGZX - Volatility Comparison
The current volatility for AB Municipal Bond Inflation Strategy (AUNYX) is 1.10%, while AB Large Cap Growth Fund Class Z (APGZX) has a volatility of 5.13%. This indicates that AUNYX experiences smaller price fluctuations and is considered to be less risky than APGZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AUNYX | APGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 5.13% | -4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 1.49% | 10.81% | -9.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.24% | 19.91% | -16.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.40% | 20.12% | -16.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.58% | 19.60% | -16.02% |