QUASX vs. FCPGX

The year-to-date returns for both investments are quite close, with QUASX having a 20.47% return and FCPGX slightly higher at 21.09%. Over the past 10 years, QUASX has underperformed FCPGX with an annualized return of 3.91%, while FCPGX has yielded a comparatively higher 6.86% annualized return.

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QUASX has a 1.11% expense ratio, which is higher than FCPGX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Growth Portfolio (QUASX) and Fidelity Small Cap Growth Fund (FCPGX). 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 1.16, which is comparable to the FCPGX Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of QUASX and FCPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

QUASX has not paid dividends to shareholders, while FCPGX's dividend yield for the trailing twelve months is around 0.83%.

The maximum QUASX drawdown since its inception was -81.67%, which is greater than FCPGX's maximum drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for QUASX and FCPGX. For additional features, visit the drawdowns tool.

AB Small Cap Growth Portfolio (QUASX) has a higher volatility of 6.73% compared to Fidelity Small Cap Growth Fund (FCPGX) at 6.26%. This indicates that QUASX's price experiences larger fluctuations and is considered to be riskier than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.