SCRZX vs. AGDAX
Compare and contrast key facts about AB Small Cap Core Portfolio (SCRZX) and AB High Income Fund (AGDAX).
SCRZX is managed by AllianceBernstein. It was launched on Dec 29, 2015. AGDAX is managed by AllianceBernstein. It was launched on Feb 25, 1994.
Performance
SCRZX vs. AGDAX - Performance Comparison
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SCRZX vs. AGDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCRZX AB Small Cap Core Portfolio | -2.23% | 7.75% | 7.72% | 20.91% | -18.89% | 23.27% | 12.41% | 24.28% | -13.25% | 7.40% |
AGDAX AB High Income Fund | -1.79% | 8.06% | 7.36% | 13.63% | -12.45% | 3.87% | 2.91% | 13.71% | -5.29% | 7.94% |
Returns By Period
In the year-to-date period, SCRZX achieves a -2.23% return, which is significantly lower than AGDAX's -1.79% return. Over the past 10 years, SCRZX has outperformed AGDAX with an annualized return of 8.10%, while AGDAX has yielded a comparatively lower 4.60% annualized return.
SCRZX
- 1D
- -1.30%
- 1M
- -7.69%
- YTD
- -2.23%
- 6M
- -1.32%
- 1Y
- 16.11%
- 3Y*
- 9.89%
- 5Y*
- 3.88%
- 10Y*
- 8.10%
AGDAX
- 1D
- 0.15%
- 1M
- -2.56%
- YTD
- -1.79%
- 6M
- -0.53%
- 1Y
- 5.34%
- 3Y*
- 7.93%
- 5Y*
- 3.52%
- 10Y*
- 4.60%
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SCRZX vs. AGDAX - Expense Ratio Comparison
SCRZX has a 0.87% expense ratio, which is higher than AGDAX's 0.84% expense ratio.
Return for Risk
SCRZX vs. AGDAX — Risk / Return Rank
SCRZX
AGDAX
SCRZX vs. AGDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Core Portfolio (SCRZX) and AB High Income Fund (AGDAX). 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.
| SCRZX | AGDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 1.54 | -0.82 |
Sortino ratioReturn per unit of downside risk | 1.15 | 2.19 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.35 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.74 | -0.75 |
Martin ratioReturn relative to average drawdown | 4.00 | 7.17 | -3.17 |
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
| SCRZX | AGDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 1.54 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.72 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.82 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.87 | -0.52 |
Correlation
The correlation between SCRZX and AGDAX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SCRZX vs. AGDAX - Dividend Comparison
SCRZX's dividend yield for the trailing twelve months is around 10.98%, more than AGDAX's 6.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCRZX AB Small Cap Core Portfolio | 10.98% | 10.74% | 15.00% | 8.51% | 8.47% | 5.95% | 0.51% | 0.47% | 8.63% | 6.37% | 0.28% | 0.00% |
AGDAX AB High Income Fund | 6.36% | 6.85% | 5.89% | 6.53% | 6.79% | 4.95% | 5.86% | 6.27% | 7.47% | 5.84% | 6.25% | 7.42% |
Drawdowns
SCRZX vs. AGDAX - Drawdown Comparison
The maximum SCRZX drawdown since its inception was -44.82%, roughly equal to the maximum AGDAX drawdown of -45.59%. Use the drawdown chart below to compare losses from any high point for SCRZX and AGDAX.
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Drawdown Indicators
| SCRZX | AGDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.82% | -45.59% | +0.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -3.17% | -10.75% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -16.96% | -12.28% |
Max Drawdown (10Y)Largest decline over 10 years | -44.82% | -25.82% | -19.00% |
Current DrawdownCurrent decline from peak | -9.37% | -2.62% | -6.75% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -4.49% | -4.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 0.77% | +2.68% |
Volatility
SCRZX vs. AGDAX - Volatility Comparison
AB Small Cap Core Portfolio (SCRZX) has a higher volatility of 6.23% compared to AB High Income Fund (AGDAX) at 1.21%. This indicates that SCRZX's price experiences larger fluctuations and is considered to be riskier than AGDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCRZX | AGDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.23% | 1.21% | +5.02% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 2.27% | +10.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 3.81% | +18.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.04% | 4.90% | +17.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.17% | 5.64% | +17.53% |