CHCLX vs. AGDAX
Compare and contrast key facts about AB Discovery Growth Fund (CHCLX) and AB High Income Fund (AGDAX).
CHCLX is managed by AllianceBernstein. It was launched on Jul 7, 1938. AGDAX is managed by AllianceBernstein. It was launched on Feb 25, 1994.
Performance
CHCLX vs. AGDAX - Performance Comparison
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CHCLX vs. AGDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHCLX AB Discovery Growth Fund | -3.46% | 6.67% | 17.37% | 18.72% | -36.11% | 11.63% | 52.90% | 39.99% | -4.56% | 32.58% |
AGDAX AB High Income Fund | -1.36% | 8.06% | 7.36% | 13.63% | -12.45% | 3.87% | 2.91% | 13.71% | -5.29% | 7.94% |
Returns By Period
In the year-to-date period, CHCLX achieves a -3.46% return, which is significantly lower than AGDAX's -1.36% return. Over the past 10 years, CHCLX has outperformed AGDAX with an annualized return of 11.76%, while AGDAX has yielded a comparatively lower 4.65% annualized return.
CHCLX
- 1D
- 5.43%
- 1M
- -6.62%
- YTD
- -3.46%
- 6M
- -0.09%
- 1Y
- 17.91%
- 3Y*
- 10.15%
- 5Y*
- -0.30%
- 10Y*
- 11.76%
AGDAX
- 1D
- 0.44%
- 1M
- -1.85%
- YTD
- -1.36%
- 6M
- -0.10%
- 1Y
- 5.65%
- 3Y*
- 8.09%
- 5Y*
- 3.56%
- 10Y*
- 4.65%
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CHCLX vs. AGDAX - Expense Ratio Comparison
CHCLX has a 0.91% expense ratio, which is higher than AGDAX's 0.84% expense ratio.
Return for Risk
CHCLX vs. AGDAX — Risk / Return Rank
CHCLX
AGDAX
CHCLX vs. AGDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Discovery Growth Fund (CHCLX) and AB High Income Fund (AGDAX). 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.
| CHCLX | AGDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.54 | -0.87 |
Sortino ratioReturn per unit of downside risk | 1.11 | 2.18 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.34 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.99 | -0.92 |
Martin ratioReturn relative to average drawdown | 3.71 | 8.03 | -4.32 |
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
| CHCLX | AGDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.54 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.73 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.83 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.87 | -0.50 |
Correlation
The correlation between CHCLX and AGDAX is 0.31, 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
CHCLX vs. AGDAX - Dividend Comparison
CHCLX's dividend yield for the trailing twelve months is around 12.02%, more than AGDAX's 6.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHCLX AB Discovery Growth Fund | 12.02% | 11.60% | 0.00% | 0.00% | 0.00% | 17.54% | 15.15% | 13.36% | 20.33% | 6.74% | 0.00% | 6.08% |
AGDAX AB High Income Fund | 6.33% | 6.85% | 5.89% | 6.53% | 6.79% | 4.95% | 5.86% | 6.27% | 7.47% | 5.84% | 6.25% | 7.42% |
Drawdowns
CHCLX vs. AGDAX - Drawdown Comparison
The maximum CHCLX drawdown since its inception was -63.85%, which is greater than AGDAX's maximum drawdown of -45.59%. Use the drawdown chart below to compare losses from any high point for CHCLX and AGDAX.
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Drawdown Indicators
| CHCLX | AGDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.85% | -45.59% | -18.26% |
Max Drawdown (1Y)Largest decline over 1 year | -15.70% | -3.17% | -12.53% |
Max Drawdown (5Y)Largest decline over 5 years | -44.63% | -16.96% | -27.67% |
Max Drawdown (10Y)Largest decline over 10 years | -44.63% | -25.82% | -18.81% |
Current DrawdownCurrent decline from peak | -13.60% | -2.19% | -11.41% |
Average DrawdownAverage peak-to-trough decline | -14.23% | -4.49% | -9.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.52% | 0.78% | +3.74% |
Volatility
CHCLX vs. AGDAX - Volatility Comparison
AB Discovery Growth Fund (CHCLX) has a higher volatility of 11.03% compared to AB High Income Fund (AGDAX) at 1.31%. This indicates that CHCLX's price experiences larger fluctuations and is considered to be riskier than AGDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHCLX | AGDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.03% | 1.31% | +9.72% |
Volatility (6M)Calculated over the trailing 6-month period | 18.53% | 2.31% | +16.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.32% | 3.82% | +23.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.69% | 4.89% | +20.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.85% | 5.65% | +19.20% |