AWPAX vs. QUASX
Compare and contrast key facts about AB Sustainable International Thematic Fund (AWPAX) and AB Small Cap Growth Portfolio (QUASX).
AWPAX is managed by AllianceBernstein. It was launched on Jun 1, 1994. QUASX is managed by AllianceBernstein. It was launched on Feb 12, 1969.
Performance
AWPAX vs. QUASX - Performance Comparison
Loading graphics...
AWPAX vs. QUASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWPAX AB Sustainable International Thematic Fund | -4.95% | 13.57% | -0.32% | 13.09% | -26.80% | 9.20% | 29.55% | 26.88% | -17.50% | 34.46% |
QUASX AB Small Cap Growth Portfolio | -2.76% | 4.85% | 18.49% | 17.83% | -39.09% | 9.76% | 53.85% | 49.85% | -1.02% | 34.71% |
Returns By Period
In the year-to-date period, AWPAX achieves a -4.95% return, which is significantly lower than QUASX's -2.76% return. Over the past 10 years, AWPAX has underperformed QUASX with an annualized return of 5.44%, while QUASX has yielded a comparatively higher 12.88% annualized return.
AWPAX
- 1D
- 3.67%
- 1M
- -8.33%
- YTD
- -4.95%
- 6M
- -4.86%
- 1Y
- 7.90%
- 3Y*
- 4.31%
- 5Y*
- -0.58%
- 10Y*
- 5.44%
QUASX
- 1D
- 5.42%
- 1M
- -6.49%
- YTD
- -2.76%
- 6M
- -0.72%
- 1Y
- 18.96%
- 3Y*
- 9.04%
- 5Y*
- -1.90%
- 10Y*
- 12.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AWPAX vs. QUASX - Expense Ratio Comparison
AWPAX has a 1.03% expense ratio, which is lower than QUASX's 1.11% expense ratio.
Return for Risk
AWPAX vs. QUASX — Risk / Return Rank
AWPAX
QUASX
AWPAX vs. QUASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Sustainable International Thematic Fund (AWPAX) and AB Small Cap Growth Portfolio (QUASX). 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 | QUASX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.68 | -0.22 |
Sortino ratioReturn per unit of downside risk | 0.76 | 1.12 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.15 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.16 | -0.63 |
Martin ratioReturn relative to average drawdown | 2.07 | 3.97 | -1.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AWPAX | QUASX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.68 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | -0.07 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.51 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.36 | -0.05 |
Correlation
The correlation between AWPAX and QUASX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AWPAX vs. QUASX - Dividend Comparison
Neither AWPAX nor QUASX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
QUASX AB Small Cap Growth Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 9.07% | 9.86% | 18.20% | 19.70% | 9.29% | 2.32% | 9.19% |
Drawdowns
AWPAX vs. QUASX - Drawdown Comparison
The maximum AWPAX drawdown since its inception was -63.00%, roughly equal to the maximum QUASX drawdown of -60.97%. Use the drawdown chart below to compare losses from any high point for AWPAX and QUASX.
Loading graphics...
Drawdown Indicators
| AWPAX | QUASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.00% | -60.97% | -2.03% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -15.10% | +1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -38.13% | -47.37% | +9.24% |
Max Drawdown (10Y)Largest decline over 10 years | -38.13% | -47.37% | +9.24% |
Current DrawdownCurrent decline from peak | -13.22% | -21.00% | +7.78% |
Average DrawdownAverage peak-to-trough decline | -18.85% | -15.78% | -3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 4.42% | -0.97% |
Volatility
AWPAX vs. QUASX - Volatility Comparison
The current volatility for AB Sustainable International Thematic Fund (AWPAX) is 8.77%, while AB Small Cap Growth Portfolio (QUASX) has a volatility of 11.33%. This indicates that AWPAX experiences smaller price fluctuations and is considered to be less risky than QUASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AWPAX | QUASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.77% | 11.33% | -2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 12.25% | 19.12% | -6.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.35% | 28.12% | -10.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 26.28% | -9.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.67% | 25.44% | -8.77% |