SCYVX vs. APGAX
Compare and contrast key facts about AB Small Cap Value Portfolio (SCYVX) and AB Large Cap Growth Fund Class A (APGAX).
SCYVX is managed by AllianceBernstein. It was launched on Dec 3, 2014. APGAX is managed by AllianceBernstein. It was launched on Oct 1, 1996.
Performance
SCYVX vs. APGAX - Performance Comparison
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SCYVX vs. APGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCYVX AB Small Cap Value Portfolio | 5.45% | -0.02% | 11.46% | 7.82% | -16.68% | 35.56% | 3.45% | 25.72% | -16.43% | 8.97% |
APGAX AB Large Cap Growth Fund Class A | -12.84% | 12.96% | 25.09% | 34.66% | -28.96% | 28.60% | 34.05% | 33.77% | 1.97% | 31.36% |
Returns By Period
In the year-to-date period, SCYVX achieves a 5.45% return, which is significantly higher than APGAX's -12.84% return. Over the past 10 years, SCYVX has underperformed APGAX with an annualized return of 7.75%, while APGAX has yielded a comparatively higher 14.15% annualized return.
SCYVX
- 1D
- -0.27%
- 1M
- -5.81%
- YTD
- 5.45%
- 6M
- 4.72%
- 1Y
- 16.17%
- 3Y*
- 8.38%
- 5Y*
- 2.69%
- 10Y*
- 7.75%
APGAX
- 1D
- -0.11%
- 1M
- -10.13%
- YTD
- -12.84%
- 6M
- -12.69%
- 1Y
- 7.50%
- 3Y*
- 14.10%
- 5Y*
- 8.44%
- 10Y*
- 14.15%
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SCYVX vs. APGAX - Expense Ratio Comparison
SCYVX has a 0.92% expense ratio, which is higher than APGAX's 0.84% expense ratio.
Return for Risk
SCYVX vs. APGAX — Risk / Return Rank
SCYVX
APGAX
SCYVX vs. APGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Value Portfolio (SCYVX) and AB Large Cap Growth Fund Class A (APGAX). 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.
| SCYVX | APGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.39 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.16 | 0.71 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.10 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.32 | +0.59 |
Martin ratioReturn relative to average drawdown | 3.43 | 1.26 | +2.18 |
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
| SCYVX | APGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.39 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.42 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.72 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.51 | -0.20 |
Correlation
The correlation between SCYVX and APGAX is 0.62, 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
SCYVX vs. APGAX - Dividend Comparison
SCYVX's dividend yield for the trailing twelve months is around 4.62%, less than APGAX's 12.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCYVX AB Small Cap Value Portfolio | 4.62% | 4.87% | 4.23% | 0.52% | 5.15% | 7.39% | 0.55% | 5.37% | 6.44% | 5.67% | 0.54% | 0.52% |
APGAX AB Large Cap Growth Fund Class A | 12.98% | 11.31% | 7.44% | 1.75% | 0.97% | 8.04% | 2.87% | 3.66% | 9.96% | 4.09% | 2.74% | 9.23% |
Drawdowns
SCYVX vs. APGAX - Drawdown Comparison
The maximum SCYVX drawdown since its inception was -47.74%, smaller than the maximum APGAX drawdown of -67.19%. Use the drawdown chart below to compare losses from any high point for SCYVX and APGAX.
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Drawdown Indicators
| SCYVX | APGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.74% | -67.19% | +19.45% |
Max Drawdown (1Y)Largest decline over 1 year | -15.28% | -15.33% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -29.12% | -34.04% | +4.92% |
Max Drawdown (10Y)Largest decline over 10 years | -47.74% | -34.04% | -13.70% |
Current DrawdownCurrent decline from peak | -7.22% | -15.33% | +8.11% |
Average DrawdownAverage peak-to-trough decline | -9.59% | -19.51% | +9.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 3.94% | +0.10% |
Volatility
SCYVX vs. APGAX - Volatility Comparison
AB Small Cap Value Portfolio (SCYVX) and AB Large Cap Growth Fund Class A (APGAX) have volatilities of 5.11% and 5.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCYVX | APGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 5.12% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 10.80% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 19.92% | +2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.96% | 20.13% | +1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.98% | 19.60% | +4.38% |