Performance Comparison
Comparison Box

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.
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