Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ALLIX (AB LARGE CAP GROWTH FUND INC CLASS I) | 7.64% | 4.37% | 17.64% | 10.18% | 13.29% | 15.23% | NA | 14.65% |
Data as of 07/14/2025, AR inception is 12/29/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLIX (AB LARGE CAP GROWTH FUND INC CLASS I) | 12/29/2009 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 4.37 | 17.64 | 10.18 | 13.29 | 15.23 | NA | 14.65 | 7.64 | 17.84 | 32.80 | -29.38 | 19.53 | 30.86 | 34.12 | 2.21 | 31.73 | 3.09 | 10.99 | 14.26 | 37.38 | 19.18 | -1.09 | 9.75 | -0.43 |
| Sharpe Ratio | NA | 0.05 | 0.67 | 0.38 | 0.60 | NA | NA | 0.69 | 0.45 | 0.63 | 1.92 | -1.05 | 1.17 | 0.92 | 2.48 | 0.05 | 4.20 | 0.21 | 0.75 | 1.12 | 3.22 | 1.25 | -0.04 | 0.49 | -3.35 |
| Standard Deviation(%) | NA | 23.94 | 20.39 | 21.09 | 20.08 | NA | NA | 19.13 | 26.55 | 17.78 | 15.00 | 29.34 | 16.64 | 32.98 | 13.19 | 18.23 | 7.45 | 13.93 | 14.66 | 12.73 | 11.60 | 15.48 | 25.49 | 19.83 | 12.42 |
| Draw Down(%) | NA | 24.81 | 24.81 | 35.65 | 35.65 | NA | NA | 35.65 | 21.58 | 11.86 | 8.93 | 33.20 | 11.33 | 27.97 | 7.00 | 17.58 | 2.74 | 13.23 | 11.27 | 7.04 | 5.45 | 12.27 | 21.52 | 18.76 | 0.76 |
| Yield(%) | 0.00 | 0.03 | 0.05 | 0.03 | 3.03 | 6.30 | 4.38 | 5.84 | 0.00 | 0.04 | 0.12 | 0.00 | 0.00 | 0.00 | 4.47 | 8.50 | 4.76 | 2.74 | 8.83 | 14.47 | 5.20 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/14/2025, AR inception is 12/29/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLIX (AB LARGE CAP GROWTH FUND INC CLASS I) |
2.44%
Aug 2021 - Aug 2024 |
8.65%
Dec 2017 - Dec 2022 |
11.95%
Mar 2015 - Mar 2025 |
13.27%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLIX (AB LARGE CAP GROWTH FUND INC CLASS I) |
28.02%
Dec 2018 - Dec 2021 |
23.72%
Aug 2016 - Aug 2021 |
20.41%
Sep 2011 - Sep 2021 |
15.69%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart