SCRZX vs. APGZX
Compare and contrast key facts about AB Small Cap Core Portfolio (SCRZX) and AB Large Cap Growth Fund Class Z (APGZX).
SCRZX is managed by AllianceBernstein. It was launched on Dec 29, 2015. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Performance
SCRZX vs. APGZX - Performance Comparison
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SCRZX vs. APGZX - 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% |
APGZX AB Large Cap Growth Fund Class Z | -12.76% | 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, SCRZX achieves a -2.23% return, which is significantly higher than APGZX's -12.76% return. Over the past 10 years, SCRZX has underperformed APGZX with an annualized return of 8.10%, while APGZX has yielded a comparatively higher 14.52% 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%
APGZX
- 1D
- -0.10%
- 1M
- -10.09%
- YTD
- -12.76%
- 6M
- -12.55%
- 1Y
- 7.79%
- 3Y*
- 14.45%
- 5Y*
- 8.77%
- 10Y*
- 14.52%
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SCRZX vs. APGZX - Expense Ratio Comparison
SCRZX has a 0.87% expense ratio, which is higher than APGZX's 0.52% expense ratio.
Return for Risk
SCRZX vs. APGZX — Risk / Return Rank
SCRZX
APGZX
SCRZX vs. APGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Core Portfolio (SCRZX) 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.
| SCRZX | APGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.40 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.15 | 0.73 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.10 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 0.34 | +0.65 |
Martin ratioReturn relative to average drawdown | 4.00 | 1.34 | +2.65 |
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 | APGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.40 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.44 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.74 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.73 | -0.38 |
Correlation
The correlation between SCRZX and APGZX is 0.71, 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
SCRZX vs. APGZX - Dividend Comparison
SCRZX's dividend yield for the trailing twelve months is around 10.98%, less than APGZX's 11.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
APGZX AB Large Cap Growth Fund Class Z | 11.19% | 9.77% | 6.62% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% |
Drawdowns
SCRZX vs. APGZX - Drawdown Comparison
The maximum SCRZX drawdown since its inception was -44.82%, which is greater than APGZX's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for SCRZX and APGZX.
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Drawdown Indicators
| SCRZX | APGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.82% | -33.87% | -10.95% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -15.21% | +1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -33.87% | +4.63% |
Max Drawdown (10Y)Largest decline over 10 years | -44.82% | -33.87% | -10.95% |
Current DrawdownCurrent decline from peak | -9.37% | -15.21% | +5.84% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -6.08% | -2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 3.90% | -0.45% |
Volatility
SCRZX vs. APGZX - Volatility Comparison
AB Small Cap Core Portfolio (SCRZX) has a higher volatility of 6.23% compared to AB Large Cap Growth Fund Class Z (APGZX) at 5.13%. This indicates that SCRZX'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
| SCRZX | APGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.23% | 5.13% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 10.81% | +2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 19.91% | +2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.04% | 20.12% | +1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.17% | 19.60% | +3.57% |