QUASX vs. PNSAX

In the year-to-date period, QUASX achieves a -7.20% return, which is significantly lower than PNSAX's -3.33% return. Over the past 10 years, QUASX has underperformed PNSAX with an annualized return of 2.28%, while PNSAX has yielded a comparatively higher 8.44% annualized return.

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QUASX has a 1.11% expense ratio, which is lower than PNSAX's 1.23% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Growth Portfolio (QUASX) and Putnam Small Cap Growth Fund (PNSAX). 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 0.13, which is lower than the PNSAX Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of QUASX and PNSAX, 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 PNSAX has paid dividends to shareholders.

The maximum QUASX drawdown since its inception was -81.67%, which is greater than PNSAX's maximum drawdown of -61.15%. Use the drawdown chart below to compare losses from any high point for QUASX and PNSAX. For additional features, visit the drawdowns tool.

AB Small Cap Growth Portfolio (QUASX) has a higher volatility of 7.75% compared to Putnam Small Cap Growth Fund (PNSAX) at 6.64%. This indicates that QUASX's price experiences larger fluctuations and is considered to be riskier than PNSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.