QUASX vs. APGAX

In the year-to-date period, QUASX achieves a 19.07% return, which is significantly higher than APGAX's 17.15% return. Over the past 10 years, QUASX has underperformed APGAX with an annualized return of 3.82%, while APGAX has yielded a comparatively higher 9.87% annualized return.

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QUASX has a 1.11% expense ratio, which is higher than APGAX's 0.84% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Growth Portfolio (QUASX) and AB Large Cap Growth Fund Class A (APGAX). 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.

The current QUASX Sharpe Ratio is 1.03, which is comparable to the APGAX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of QUASX and APGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither QUASX nor APGAX has paid dividends to shareholders.

The maximum QUASX drawdown since its inception was -81.67%, which is greater than APGAX's maximum drawdown of -69.97%. Use the drawdown chart below to compare losses from any high point for QUASX and APGAX. For additional features, visit the drawdowns tool.

The current volatility for AB Small Cap Growth Portfolio (QUASX) is 6.87%, while AB Large Cap Growth Fund Class A (APGAX) has a volatility of 8.88%. This indicates that QUASX experiences smaller price fluctuations and is considered to be less risky than APGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.