Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/19/2019.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
AUIBX (AB EQUITY INCOME FUND INC CLASS B) | NA | 10.28% | 9.46% | 6.17% | 10.39% | 8.50% | 6.63% | 8.23% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
AUIBX (AB EQUITY INCOME FUND INC CLASS B) | 10/19/1993 | 11/19/2019 |
The return data shown below all have the same latest date: 11/19/2019.
AR inception is since 10/19/1993.
AR inception is since 10/19/1993.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 10.28 | 9.46 | 6.17 | 10.39 | 8.50 | 6.63 | 8.23 | 19.40 | -7.57 | 16.35 | 10.45 | -4.60 | 9.22 | 26.76 | 12.81 | 2.75 | 17.42 | 15.45 | -35.06 | 21.24 | 22.97 | 15.29 | 23.15 | 18.41 | -20.24 | -19.86 | 13.70 | 17.23 | 23.46 | 29.63 | 6.47 | 21.90 | -11.43 | 4.14 |
Sharpe Ratio | NA | 0.66 | 0.75 | 0.44 | 0.74 | NA | NA | 0.44 | 1.77 | -0.60 | 2.38 | 0.83 | -0.31 | 0.84 | 2.54 | 1.11 | 0.13 | 1.11 | 0.82 | -1.00 | 1.08 | 1.94 | 1.08 | 2.31 | 1.39 | -0.98 | -1.39 | 0.68 | 1.25 | 1.65 | 2.66 | 0.29 | 2.14 | -1.51 | 2.90 |
Standard Deviation(%) | NA | 13.34 | 11.36 | 12.47 | 13.61 | NA | NA | 14.98 | 11.62 | 14.74 | 6.62 | 12.34 | 14.95 | 11.00 | 10.51 | 11.63 | 21.71 | 15.59 | 18.83 | 35.76 | 16.97 | 10.18 | 12.15 | 9.60 | 12.77 | 21.66 | 16.20 | 14.16 | 11.22 | 12.22 | 9.79 | 10.16 | 8.44 | 9.55 | 6.91 |
Draw Down(%) | NA | 14.15 | 17.57 | 17.57 | 18.73 | NA | NA | 47.44 | 6.05 | 17.57 | 3.00 | 8.86 | 13.74 | 9.17 | 5.44 | 10.02 | 18.73 | 10.29 | 19.27 | 43.83 | 10.41 | 6.72 | 10.78 | 7.79 | 13.07 | 34.02 | 24.43 | 7.10 | 6.07 | 8.92 | 9.22 | 7.38 | 4.71 | 14.04 | 3.08 |
Yield(%) | 0.00 | 10.48 | 6.57 | 5.96 | 7.75 | 6.72 | 5.31 | 7.99 | 1.33 | 10.39 | 5.91 | 2.28 | 4.16 | 9.87 | 11.26 | 3.88 | 2.24 | 2.39 | 2.78 | 1.22 | 1.49 | 1.76 | 1.98 | 1.55 | 1.85 | 0.99 | 1.42 | 6.17 | 7.86 | 4.64 | 6.87 | 3.40 | 4.85 | 3.95 | 1.02 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AUIBX (AB EQUITY INCOME FUND INC CLASS B) |
-12.59%
Mar 2000 - Mar 2003 |
-1.69%
Mar 1998 - Mar 2003 |
2.05%
Apr 1999 - Apr 2009 |
4.98%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AUIBX (AB EQUITY INCOME FUND INC CLASS B) |
26.64%
Mar 1997 - Mar 2000 |
20.94%
Oct 2002 - Oct 2007 |
12.59%
Apr 1997 - Apr 2007 |
10.88%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart