CHCLX vs. APGZX
Compare and contrast key facts about AB Discovery Growth Fund (CHCLX) and AB Large Cap Growth Fund Class Z (APGZX).
CHCLX is managed by AllianceBernstein. It was launched on Jul 7, 1938. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Performance
CHCLX vs. APGZX - Performance Comparison
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CHCLX vs. APGZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHCLX AB Discovery Growth Fund | -8.44% | 6.67% | 17.37% | 18.72% | -36.11% | 11.63% | 52.90% | 39.99% | -4.56% | 32.58% |
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, CHCLX achieves a -8.44% return, which is significantly higher than APGZX's -12.76% return. Over the past 10 years, CHCLX has underperformed APGZX with an annualized return of 11.17%, while APGZX has yielded a comparatively higher 14.52% annualized return.
CHCLX
- 1D
- -2.55%
- 1M
- -10.11%
- YTD
- -8.44%
- 6M
- -5.47%
- 1Y
- 12.06%
- 3Y*
- 8.23%
- 5Y*
- -0.91%
- 10Y*
- 11.17%
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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CHCLX vs. APGZX - Expense Ratio Comparison
CHCLX has a 0.91% expense ratio, which is higher than APGZX's 0.52% expense ratio.
Return for Risk
CHCLX vs. APGZX — Risk / Return Rank
CHCLX
APGZX
CHCLX vs. APGZX - 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 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.
| CHCLX | APGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.40 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.75 | 0.73 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.10 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 0.34 | +0.16 |
Martin ratioReturn relative to average drawdown | 1.76 | 1.34 | +0.41 |
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 | APGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.40 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.44 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.74 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.73 | -0.37 |
Correlation
The correlation between CHCLX and APGZX is 0.83, 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
CHCLX vs. APGZX - Dividend Comparison
CHCLX's dividend yield for the trailing twelve months is around 12.67%, more than APGZX's 11.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHCLX AB Discovery Growth Fund | 12.67% | 11.60% | 0.00% | 0.00% | 0.00% | 17.54% | 15.15% | 13.36% | 20.33% | 6.74% | 0.00% | 6.08% |
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
CHCLX vs. APGZX - Drawdown Comparison
The maximum CHCLX drawdown since its inception was -63.85%, which is greater than APGZX's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for CHCLX and APGZX.
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Drawdown Indicators
| CHCLX | APGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.85% | -33.87% | -29.98% |
Max Drawdown (1Y)Largest decline over 1 year | -15.70% | -15.21% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -44.63% | -33.87% | -10.76% |
Max Drawdown (10Y)Largest decline over 10 years | -44.63% | -33.87% | -10.76% |
Current DrawdownCurrent decline from peak | -18.05% | -15.21% | -2.84% |
Average DrawdownAverage peak-to-trough decline | -14.23% | -6.08% | -8.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 3.90% | +0.56% |
Volatility
CHCLX vs. APGZX - Volatility Comparison
AB Discovery Growth Fund (CHCLX) has a higher volatility of 9.55% compared to AB Large Cap Growth Fund Class Z (APGZX) at 5.13%. This indicates that CHCLX'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
| CHCLX | APGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.55% | 5.13% | +4.42% |
Volatility (6M)Calculated over the trailing 6-month period | 17.74% | 10.81% | +6.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.84% | 19.91% | +6.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.59% | 20.12% | +5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.80% | 19.60% | +5.20% |