QUASX vs. APGZX
Compare and contrast key facts about AB Small Cap Growth Portfolio (QUASX) and AB Large Cap Growth Fund Class Z (APGZX).
QUASX is managed by AllianceBernstein. It was launched on Feb 12, 1969. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Performance
QUASX vs. APGZX - Performance Comparison
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QUASX vs. APGZX - 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% |
APGZX AB Large Cap Growth Fund Class Z | -9.67% | 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, QUASX achieves a -2.76% return, which is significantly higher than APGZX's -9.67% return. Over the past 10 years, QUASX has underperformed APGZX with an annualized return of 12.88%, while APGZX has yielded a comparatively higher 14.92% 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%
APGZX
- 1D
- 3.54%
- 1M
- -6.61%
- YTD
- -9.67%
- 6M
- -9.63%
- 1Y
- 10.96%
- 3Y*
- 15.78%
- 5Y*
- 9.19%
- 10Y*
- 14.92%
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QUASX vs. APGZX - Expense Ratio Comparison
QUASX has a 1.11% expense ratio, which is higher than APGZX's 0.52% expense ratio.
Return for Risk
QUASX vs. APGZX — Risk / Return Rank
QUASX
APGZX
QUASX vs. APGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Growth Portfolio (QUASX) 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.
| QUASX | APGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.58 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.12 | 0.99 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.14 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 0.77 | +0.39 |
Martin ratioReturn relative to average drawdown | 3.97 | 2.96 | +1.01 |
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 | APGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.58 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.46 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.76 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.75 | -0.39 |
Correlation
The correlation between QUASX and APGZX is 0.81, 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
QUASX vs. APGZX - Dividend Comparison
QUASX has not paid dividends to shareholders, while APGZX's dividend yield for the trailing twelve months is around 10.81%.
| 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% |
APGZX AB Large Cap Growth Fund Class Z | 10.81% | 9.77% | 6.62% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 0.00% |
Drawdowns
QUASX vs. APGZX - Drawdown Comparison
The maximum QUASX drawdown since its inception was -60.97%, which is greater than APGZX's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for QUASX and APGZX.
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Drawdown Indicators
| QUASX | APGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.97% | -33.87% | -27.10% |
Max Drawdown (1Y)Largest decline over 1 year | -15.10% | -15.21% | +0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -47.37% | -33.87% | -13.50% |
Max Drawdown (10Y)Largest decline over 10 years | -47.37% | -33.87% | -13.50% |
Current DrawdownCurrent decline from peak | -21.00% | -12.21% | -8.79% |
Average DrawdownAverage peak-to-trough decline | -15.78% | -6.08% | -9.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 3.97% | +0.45% |
Volatility
QUASX vs. APGZX - Volatility Comparison
AB Small Cap Growth Portfolio (QUASX) has a higher volatility of 11.33% compared to AB Large Cap Growth Fund Class Z (APGZX) at 6.50%. This indicates that QUASX'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
| QUASX | APGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.33% | 6.50% | +4.83% |
Volatility (6M)Calculated over the trailing 6-month period | 19.12% | 11.37% | +7.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.12% | 20.18% | +7.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.28% | 20.18% | +6.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.44% | 19.63% | +5.81% |