AWPAX vs. APGZX
Compare and contrast key facts about AB Sustainable International Thematic Fund (AWPAX) and AB Large Cap Growth Fund Class Z (APGZX).
AWPAX is managed by AllianceBernstein. It was launched on Jun 1, 1994. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Performance
AWPAX vs. APGZX - Performance Comparison
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AWPAX vs. APGZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWPAX AB Sustainable International Thematic Fund | -8.31% | 13.57% | -0.32% | 13.09% | -26.80% | 9.20% | 29.55% | 26.88% | -17.50% | 34.46% |
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, AWPAX achieves a -8.31% return, which is significantly higher than APGZX's -12.76% return. Over the past 10 years, AWPAX has underperformed APGZX with an annualized return of 5.06%, while APGZX has yielded a comparatively higher 14.52% annualized return.
AWPAX
- 1D
- -0.10%
- 1M
- -12.94%
- YTD
- -8.31%
- 6M
- -8.14%
- 1Y
- 4.08%
- 3Y*
- 3.06%
- 5Y*
- -1.02%
- 10Y*
- 5.06%
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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AWPAX vs. APGZX - Expense Ratio Comparison
AWPAX has a 1.03% expense ratio, which is higher than APGZX's 0.52% expense ratio.
Return for Risk
AWPAX vs. APGZX — Risk / Return Rank
AWPAX
APGZX
AWPAX vs. APGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Sustainable International Thematic Fund (AWPAX) 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.
| AWPAX | APGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.40 | -0.20 |
Sortino ratioReturn per unit of downside risk | 0.40 | 0.73 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.10 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 0.34 | -0.17 |
Martin ratioReturn relative to average drawdown | 0.69 | 1.34 | -0.65 |
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
| AWPAX | APGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.40 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.44 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.74 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.73 | -0.42 |
Correlation
The correlation between AWPAX and APGZX is 0.75, 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
AWPAX vs. APGZX - Dividend Comparison
AWPAX has not paid dividends to shareholders, while APGZX's dividend yield for the trailing twelve months is around 11.19%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AWPAX AB Sustainable International Thematic Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.52% | 7.00% | 1.67% | 1.11% | 14.44% | 0.00% | 0.77% |
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% |
Drawdowns
AWPAX vs. APGZX - Drawdown Comparison
The maximum AWPAX drawdown since its inception was -63.00%, which is greater than APGZX's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for AWPAX and APGZX.
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Drawdown Indicators
| AWPAX | APGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.00% | -33.87% | -29.13% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -15.21% | +1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -38.13% | -33.87% | -4.26% |
Max Drawdown (10Y)Largest decline over 10 years | -38.13% | -33.87% | -4.26% |
Current DrawdownCurrent decline from peak | -16.29% | -15.21% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -18.85% | -6.08% | -12.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 3.90% | -0.50% |
Volatility
AWPAX vs. APGZX - Volatility Comparison
AB Sustainable International Thematic Fund (AWPAX) has a higher volatility of 7.75% compared to AB Large Cap Growth Fund Class Z (APGZX) at 5.13%. This indicates that AWPAX's price experiences larger fluctuations and is considered to be riskier 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
| AWPAX | APGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 5.13% | +2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 11.71% | 10.81% | +0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.99% | 19.91% | -2.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.04% | 20.12% | -3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.63% | 19.60% | -2.97% |