QUASX vs. ANAZX
Compare and contrast key facts about AB Small Cap Growth Portfolio (QUASX) and AB Global Bond Fund Class Z (ANAZX).
QUASX is managed by AllianceBernstein. It was launched on Feb 12, 1969. ANAZX is managed by AllianceBernstein. It was launched on Oct 15, 2013.
Performance
QUASX vs. ANAZX - Performance Comparison
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QUASX vs. ANAZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ANAZX AB Global Bond Fund Class Z | -0.85% | 6.42% | 2.70% | 5.99% | -12.17% | -2.14% | 5.13% | 7.84% | 0.38% | 3.18% |
Returns By Period
In the year-to-date period, QUASX achieves a -2.76% return, which is significantly lower than ANAZX's -0.85% return. Over the past 10 years, QUASX has outperformed ANAZX with an annualized return of 12.88%, while ANAZX has yielded a comparatively lower 1.75% annualized return.
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%
ANAZX
- 1D
- 0.15%
- 1M
- -2.28%
- YTD
- -0.85%
- 6M
- -0.33%
- 1Y
- 2.70%
- 3Y*
- 3.84%
- 5Y*
- 0.23%
- 10Y*
- 1.75%
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QUASX vs. ANAZX - Expense Ratio Comparison
QUASX has a 1.11% expense ratio, which is higher than ANAZX's 0.52% expense ratio.
Return for Risk
QUASX vs. ANAZX — Risk / Return Rank
QUASX
ANAZX
QUASX vs. ANAZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Growth Portfolio (QUASX) and AB Global Bond Fund Class Z (ANAZX). 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.
| QUASX | ANAZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.90 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.31 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 1.21 | -0.05 |
Martin ratioReturn relative to average drawdown | 3.97 | 4.88 | -0.91 |
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
| QUASX | ANAZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.90 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.05 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.47 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.66 | -0.29 |
Correlation
The correlation between QUASX and ANAZX is 0.01, 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
QUASX vs. ANAZX - Dividend Comparison
QUASX has not paid dividends to shareholders, while ANAZX's dividend yield for the trailing twelve months is around 3.73%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ANAZX AB Global Bond Fund Class Z | 3.73% | 4.89% | 3.67% | 2.53% | 8.39% | 2.73% | 2.64% | 3.71% | 3.17% | 2.53% | 3.27% | 4.06% |
Drawdowns
QUASX vs. ANAZX - Drawdown Comparison
The maximum QUASX drawdown since its inception was -60.97%, which is greater than ANAZX's maximum drawdown of -17.24%. Use the drawdown chart below to compare losses from any high point for QUASX and ANAZX.
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Drawdown Indicators
| QUASX | ANAZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.97% | -17.24% | -43.73% |
Max Drawdown (1Y)Largest decline over 1 year | -15.10% | -3.13% | -11.97% |
Max Drawdown (5Y)Largest decline over 5 years | -47.37% | -17.24% | -30.13% |
Max Drawdown (10Y)Largest decline over 10 years | -47.37% | -17.24% | -30.13% |
Current DrawdownCurrent decline from peak | -21.00% | -2.56% | -18.44% |
Average DrawdownAverage peak-to-trough decline | -15.78% | -3.42% | -12.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 0.77% | +3.65% |
Volatility
QUASX vs. ANAZX - Volatility Comparison
AB Small Cap Growth Portfolio (QUASX) has a higher volatility of 11.33% compared to AB Global Bond Fund Class Z (ANAZX) at 1.49%. This indicates that QUASX's price experiences larger fluctuations and is considered to be riskier than ANAZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QUASX | ANAZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.33% | 1.49% | +9.84% |
Volatility (6M)Calculated over the trailing 6-month period | 19.12% | 2.18% | +16.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.12% | 3.43% | +24.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.28% | 4.39% | +21.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.44% | 3.72% | +21.72% |