Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEUDX (EQUITY INCOME FUND R6 CLASS) | 7.62% | 17.42% | 11.56% | 7.43% | 9.01% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEUDX (EQUITY INCOME FUND R6 CLASS) | 07/29/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 17.42 | 11.56 | 7.43 | 9.01 | NA | NA | … | … | 7.62 | 2.48 | 10.88 | 4.27 | -2.81 | 17.32 | 1.43 | 24.63 | -4.15 | 13.82 | 19.89 | 0.95 | 12.84 | 3.96 |
| Sharpe Ratio | NA | 1.59 | 0.85 | 0.45 | 0.55 | NA | NA | … | … | 1.50 | -0.03 | 0.88 | 0.07 | -0.29 | 1.90 | 0.04 | 2.67 | -0.46 | 2.33 | 1.90 | 0.08 | 1.56 | 1.25 |
| Standard Deviation(%) | NA | 8.38 | 9.58 | 10.76 | 13.41 | NA | NA | … | … | 9.08 | 14.81 | 8.21 | 9.21 | 14.63 | 9.11 | 29.61 | 8.68 | 12.03 | 5.68 | 10.33 | 11.34 | 8.20 | 7.57 |
| Draw Down(%) | NA | 6.34 | 10.09 | 13.42 | 32.82 | NA | NA | … | … | 6.34 | 10.09 | 6.39 | 9.93 | 13.42 | 4.48 | 32.82 | 4.88 | 13.03 | 1.91 | 5.77 | 9.28 | 5.52 | 4.02 |
| Yield(%) | 0.00 | 10.56 | 9.86 | 8.21 | 8.53 | 7.49 | 5.61 | … | … | 0.41 | 10.86 | 11.67 | 8.02 | 8.10 | 7.90 | 2.28 | 8.94 | 7.54 | 12.36 | 9.18 | 9.87 | 10.71 | 7.63 |
Data as of 06/04/2026, Common starting date is 07/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEUDX (EQUITY INCOME FUND R6 CLASS) |
0.88%
Mar 2017 – Mar 2020 |
5.30%
Mar 2015 – Mar 2020 |
7.77%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEUDX (EQUITY INCOME FUND R6 CLASS) |
14.62%
Sep 2015 – Sep 2018 |
12.25%
Mar 2020 – Mar 2025 |
10.24%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart