CHCLX vs. APGYX
CHCLX (AB Discovery Growth Fund) and APGYX (AB Large Cap Growth Fund Advisor Class) are both mutual funds - CHCLX is a Mid Cap Growth Equities fund managed by AllianceBernstein, while APGYX is a Large Cap Growth Equities fund managed by AllianceBernstein. Over the past 10 years, CHCLX returned 12.22%/yr vs 15.77%/yr for APGYX. Their correlation of 0.84 means they have usually moved in the same direction. CHCLX charges 0.91%/yr vs 0.59%/yr for APGYX.
Performance
CHCLX vs. APGYX - Performance Comparison
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Returns By Period
In the year-to-date period, CHCLX achieves a 6.31% return, which is significantly higher than APGYX's 2.06% return. Over the past 10 years, CHCLX has underperformed APGYX with an annualized return of 12.22%, while APGYX has yielded a comparatively higher 15.77% annualized return.
CHCLX
- 1D
- -0.58%
- 1M
- -6.78%
- 6M
- 2.57%
- YTD
- 6.31%
- 1Y
- 14.37%
- 3Y*
- 10.85%
- 5Y*
- 0.88%
- 10Y*
- 12.22%
- ALL TIME*
- 9.16%
APGYX
- 1D
- 1.21%
- 1M
- -0.93%
- 6M
- 2.53%
- YTD
- 2.06%
- 1Y
- 7.97%
- 3Y*
- 15.91%
- 5Y*
- 8.37%
- 10Y*
- 15.77%
- ALL TIME*
- 10.38%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CHCLX vs. APGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHCLX AB Discovery Growth Fund | 6.31% | 6.67% | 17.37% | 18.72% | -36.11% | 11.63% | 52.90% | 39.99% | -4.56% | 32.58% |
APGYX AB Large Cap Growth Fund Advisor Class | 2.06% | 13.25% | 25.40% | 35.01% | -28.78% | 28.92% | 34.38% | 34.13% | 2.22% | 31.68% |
Correlation
The correlation between CHCLX and APGYX is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.71 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 1996 | 0.84 |
The correlation between CHCLX and APGYX shifts across timeframes, from 0.71 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CHCLX vs. APGYX — Risk / Return Rank
CHCLX
APGYX
CHCLX vs. APGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Discovery Growth Fund (CHCLX) and AB Large Cap Growth Fund Advisor Class (APGYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CHCLX | APGYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.08 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.80 | 0.41 | +0.39 |
| Martin ratioReturn relative to average drawdown | 2.57 | 1.42 | +1.16 |
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Drawdowns
CHCLX vs. APGYX - Drawdown Comparison
The maximum CHCLX drawdown since its inception was -63.85%, roughly equal to the maximum APGYX drawdown of -66.33%. Use the drawdown chart below to compare losses from any high point for CHCLX and APGYX.
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Drawdown Indicators
| CHCLX | APGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.85% | -66.33% | +2.48% |
Max Drawdown (1Y)Largest decline over 1 year | -15.70% | -15.24% | -0.46% |
Max Drawdown (3Y)Largest decline over 3 years | -30.36% | -21.59% | -8.77% |
Max Drawdown (5Y)Largest decline over 5 years | -44.63% | -33.91% | -10.72% |
Max Drawdown (10Y)Largest decline over 10 years | -44.63% | -33.91% | -10.72% |
Current DrawdownCurrent decline from peak | -11.66% | -4.04% | -7.62% |
Average DrawdownAverage peak-to-trough decline | -14.15% | -20.91% | +6.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.89% | 4.39% | +0.50% |
Volatility
CHCLX vs. APGYX - Volatility Comparison
AB Discovery Growth Fund (CHCLX) has a higher volatility of 7.66% compared to AB Large Cap Growth Fund Advisor Class (APGYX) at 4.58%. This indicates that CHCLX's price experiences larger fluctuations and is considered to be riskier than APGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHCLX | APGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.66% | 4.58% | +3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 20.33% | 12.35% | +7.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.77% | 15.55% | +9.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.10% | 20.33% | +5.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.10% | 19.73% | +5.37% |
CHCLX vs. APGYX - Expense Ratio Comparison
CHCLX has a 0.91% expense ratio, which is higher than APGYX's 0.59% expense ratio.
Dividends
CHCLX vs. APGYX - Dividend Comparison
CHCLX's dividend yield for the trailing twelve months is around 10.91%, more than APGYX's 9.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 9.56% | 9.76% | 6.58% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% |
CHCLX AB Discovery Growth Fund | 10.91% | 11.60% | 0.00% | 0.00% | 0.00% | 17.54% | 15.15% | 13.36% | 20.33% | 6.74% | 0.00% | 6.08% |
Frequently Asked Questions
CHCLX and APGYX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHCLX has higher volatility (7.66%) compared to APGYX (4.58%). In terms of maximum drawdown, CHCLX dropped -63.85% vs APGYX's -66.33%.
CHCLX currently has the higher Sharpe Ratio (0.51 vs 0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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