Ab Large Cap Fund Key Fundamental And Technical Indicators
| ALLIX Fund | USD 116.05 1.70 1.49% |
Momentum
OversoldOverbought
64 · Buy Extended
As of the 7th of May, shares of AB LARGE change hands at 116.05 per share. Momentum and volatility readings indicate Market Risk Adjusted Performance of 0.1296, coefficient of variation of 997.51, and Standard Deviation of 1.14. The system measures statistical relationships between price fluctuations and trading activity. Indicator values are assessed relative to historical performance bands.
A thorough review of AB LARGE's financial statements uncovers patterns in revenue and profitability. Core fundamentals used to assess intrinsic value are listed below: AB LARGE's financial disclosures separate accounting earnings from economic reality. Key fundamentals are provided below:Ab Large Cap does not currently have any fundamental trend indicators for analysis. Equity Screeners provides expanded screening access beyond individual equity pages. Available filters include financial, valuation, and market-based dimensions.AB LARGE's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be a good short-term indicator of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current AB LARGE One Year Return | 23.77 % |
Ratios like One Year Return help investors see if AB LARGE's market price truly reflects the company's real worth. Checking AB LARGE's market valuation against core benchmarks shows if the stock is priced for growth or value. Reviewing several ratios rather than relying on any single metric produces a more grounded view of value. AB LARGE currently trades at a P/E of 4.23, which provides additional valuation context.
| Competition |
AB LARGE One Year Return Component Assessment
Ab Large Cap Fundamental Drivers Relationships
Main Technical Indicators as of May 7, 2026
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0982 | |||
| Market Risk Adjusted Performance | 0.1296 | |||
| Mean Deviation | 0.8876 | |||
| Semi Deviation | 0.9197 | |||
| Downside Deviation | 1.09 | |||
| Coefficient Of Variation | 997.51 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.31 | |||
| Information Ratio | 0.0828 | |||
| Jensen Alpha | 0.096 | |||
| Total Risk Alpha | 0.0929 | |||
| Sortino Ratio | 0.0873 | |||
| Treynor Ratio | 0.1196 | |||
| Maximum Drawdown | 4.49 | |||
| Value At Risk | -1.65 | |||
| Potential Upside | 1.49 | |||
| Downside Variance | 1.18 | |||
| Semi Variance | 0.8458 | |||
| Expected Short fall | -1.00 | |||
| Skewness | 0.2872 | |||
| Kurtosis | 0.7534 |
Daily Market Strength Indicators
Market strength indicators for AB LARGE mutual fund provide a framework for assessing security responsiveness. A rising Accumulation/Distribution line alongside rising price confirms institutional buying interest in AB LARGE. Median and Typical Price smooth out intraday extremes, providing a cleaner reference level for evaluating AB LARGE sessions. Persistent divergence between momentum indicators and price often precedes trend reversals in AB LARGE.
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 116.05 | |||
| Day Typical Price | 116.05 | |||
| Price Action Indicator | 0.85 | |||
| Period Momentum Indicator | 1.7 | |||
| Relative Strength Index | 64.74 |
Basic Forecasting Models
The distribution of AB LARGE's daily returns is typically non-normal, with fatter tails than a Gaussian model predicts. This reveals hidden support and resistance zones in AB LARGE's chart that simple price charts miss. The slope of AB LARGE's linear regression channel quantifies trend direction and strength over a chosen lookback period. Divergences between OBV and price foreshadow trend changes in ALLIX.AB LARGE Related Equities
Investors studying AB LARGE often look at related stocks within the Large Growth space to gauge pricing and results. Checking cash flow across this peer set helps gauge AB LARGE's relative financial strength. A stock that beats its peers on many metrics often deserves a closer look from value-focused investors.
| Risk & Return | Correlation |
One Year Return Peer Comparison
Comparing AB LARGE's One Year Return to that of its competitors is a reliable method for assessing relative value. Comparing AB LARGE's One Year Return to peer mutual funds determines whether it trades at a premium or discount. Tracking AB LARGE's One Year Return rank within the peer group over time reveals shifts in competitive dynamics. The One Year Return peer framework provides a practical lens for evaluating AB LARGE's relative standing.Ab Large is currently under evaluation in one year return among similar funds.
Financial Ratios Relationships
Fund Asset Allocation for AB LARGE
The fund consists of 95.03% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation for AB LARGE's involves dividing its portfolio among equities, bonds, and cash for optimal balance. A diversified allocation aligned with investor goals helps AB LARGE's manage risk while pursuing returns. Periodic rebalancing of AB LARGE's asset allocation helps maintain the intended risk-return profile. Effective asset allocation remains the primary tool for balancing AB LARGE's risk and reward.
The allocation within a mutual fund reflects its strategy and can span equities, fixed income, and alternatives. Fund managers adjust the portfolio mix over time in response to changing market dynamics and fund goals. The allocation strategy determines the fund's risk profile and its sensitivity to different market environments. Evaluating allocation alongside performance and expense ratios gives a more complete view of fund quality.
Important Fundamentals
| Price To Earnings TTM | 4.23 X | |||
| Price To Book TTM | 4.95 X | |||
| Price To Sales TTM | 3.10 X | |||
| Total Asset TTM | 17.9 B | |||
| Year To Date Return | 1.14 % | |||
| One Year Return | 23.77 % | |||
| Three Year Return | 19.43 % | |||
| Five Year Return | 10.23 % | |||
| Ten Year Return | 17.17 % | |||
| Net Asset | 8 B | |||
| Cash Position Weight | 4.97 % | |||
| Equity Positions Weight | 95.03 % |
Financial Metrics, Fundamentals & Methodology
Liquidity and portfolio composition determine how AB LARGE behaves in stressed markets. Liquidity profile can affect NAV stability during market stress.
Ab Large Cap inputs come from fund disclosures and market reference feeds and are mapped into a consistent reporting framework. Reported income, balance-sheet, and cash-flow fields adhere to GAAP or IFRS presentation rules.
Editorial review and methodology oversight provided by: Michael Smolkin, Member of Macroaxis Board of Directors