SCVAX vs. APGZX

In the year-to-date period, SCVAX achieves a -4.87% return, which is significantly lower than APGZX's 2.02% return.

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SCVAX has a 1.15% expense ratio, which is higher than APGZX's 0.52% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Allspring Small Company Value Fund (SCVAX) 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.

The current SCVAX Sharpe Ratio is -0.31, which is lower than the APGZX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of SCVAX and APGZX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SCVAX's dividend yield for the trailing twelve months is around 1.29%, more than APGZX's 0.09% yield.

The maximum SCVAX drawdown since its inception was -73.54%, which is greater than APGZX's maximum drawdown of -35.56%. Use the drawdown chart below to compare losses from any high point for SCVAX and APGZX. For additional features, visit the drawdowns tool.

The current volatility for Allspring Small Company Value Fund (SCVAX) is 5.25%, while AB Large Cap Growth Fund Class Z (APGZX) has a volatility of 6.15%. This indicates that SCVAX experiences smaller price fluctuations and is considered to be less risky than APGZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.