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VAGVX vs. APGYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VAGVX vs. APGYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Advice Select Global Value Fund (VAGVX) and AB Large Cap Growth Fund Advisor Class (APGYX). The values are adjusted to include any dividend payments, if applicable.

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VAGVX vs. APGYX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
VAGVX
Vanguard Advice Select Global Value Fund
-2.19%24.78%8.69%12.39%-5.95%-0.55%
APGYX
AB Large Cap Growth Fund Advisor Class
-9.68%13.25%25.40%35.01%-28.78%0.90%

Returns By Period

In the year-to-date period, VAGVX achieves a -2.19% return, which is significantly higher than APGYX's -9.68% return.


VAGVX

1D
2.50%
1M
-6.55%
YTD
-2.19%
6M
3.70%
1Y
19.53%
3Y*
12.80%
5Y*
10Y*

APGYX

1D
3.55%
1M
-6.62%
YTD
-9.68%
6M
-9.65%
1Y
10.94%
3Y*
15.73%
5Y*
9.13%
10Y*
14.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VAGVX vs. APGYX - Expense Ratio Comparison

VAGVX has a 0.40% expense ratio, which is lower than APGYX's 0.59% expense ratio.


Return for Risk

VAGVX vs. APGYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VAGVX
VAGVX Risk / Return Rank: 6363
Overall Rank
VAGVX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
VAGVX Sortino Ratio Rank: 6363
Sortino Ratio Rank
VAGVX Omega Ratio Rank: 5959
Omega Ratio Rank
VAGVX Calmar Ratio Rank: 6262
Calmar Ratio Rank
VAGVX Martin Ratio Rank: 6969
Martin Ratio Rank

APGYX
APGYX Risk / Return Rank: 2323
Overall Rank
APGYX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
APGYX Sortino Ratio Rank: 2323
Sortino Ratio Rank
APGYX Omega Ratio Rank: 2222
Omega Ratio Rank
APGYX Calmar Ratio Rank: 2525
Calmar Ratio Rank
APGYX Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VAGVX vs. APGYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Advice Select Global Value Fund (VAGVX) and AB Large Cap Growth Fund Advisor Class (APGYX). 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.


VAGVXAPGYXDifference

Sharpe ratio

Return per unit of total volatility

1.16

0.58

+0.58

Sortino ratio

Return per unit of downside risk

1.67

0.99

+0.67

Omega ratio

Gain probability vs. loss probability

1.24

1.14

+0.10

Calmar ratio

Return relative to maximum drawdown

1.51

0.77

+0.74

Martin ratio

Return relative to average drawdown

6.76

2.95

+3.81

VAGVX vs. APGYX - Sharpe Ratio Comparison

The current VAGVX Sharpe Ratio is 1.16, which is higher than the APGYX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of VAGVX and APGYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VAGVXAPGYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.16

0.58

+0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.46

+0.04

Correlation

The correlation between VAGVX and APGYX is 0.76, 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

VAGVX vs. APGYX - Dividend Comparison

VAGVX's dividend yield for the trailing twelve months is around 7.73%, less than APGYX's 10.80% yield.


TTM20252024202320222021202020192018201720162015
VAGVX
Vanguard Advice Select Global Value Fund
7.73%7.56%7.49%1.41%0.65%0.13%0.00%0.00%0.00%0.00%0.00%0.00%
APGYX
AB Large Cap Growth Fund Advisor Class
10.80%9.76%6.58%1.65%0.86%7.17%2.59%3.43%9.08%3.77%2.67%8.57%

Drawdowns

VAGVX vs. APGYX - Drawdown Comparison

The maximum VAGVX drawdown since its inception was -20.54%, smaller than the maximum APGYX drawdown of -66.33%. Use the drawdown chart below to compare losses from any high point for VAGVX and APGYX.


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Drawdown Indicators


VAGVXAPGYXDifference

Max Drawdown

Largest peak-to-trough decline

-20.54%

-66.33%

+45.79%

Max Drawdown (1Y)

Largest decline over 1 year

-12.89%

-15.24%

+2.35%

Max Drawdown (5Y)

Largest decline over 5 years

-33.91%

Max Drawdown (10Y)

Largest decline over 10 years

-33.91%

Current Drawdown

Current decline from peak

-7.46%

-12.23%

+4.77%

Average Drawdown

Average peak-to-trough decline

-4.20%

-21.11%

+16.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.87%

3.98%

-1.11%

Volatility

VAGVX vs. APGYX - Volatility Comparison

The current volatility for Vanguard Advice Select Global Value Fund (VAGVX) is 5.57%, while AB Large Cap Growth Fund Advisor Class (APGYX) has a volatility of 6.50%. This indicates that VAGVX experiences smaller price fluctuations and is considered to be less risky than APGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VAGVXAPGYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.57%

6.50%

-0.93%

Volatility (6M)

Calculated over the trailing 6-month period

9.94%

11.38%

-1.44%

Volatility (1Y)

Calculated over the trailing 1-year period

17.08%

20.19%

-3.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.60%

20.18%

-4.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.60%

19.64%

-4.04%