Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
AUICX (AB EQUITY INCOME FUND INC CLASS C) | -2.15% | -3.30% | 4.65% | 6.42% | 4.71% | 7.77% | 6.83% | 7.43% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
AUICX (AB EQUITY INCOME FUND INC CLASS C) | 12/21/1993 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 12/21/1993.
AR inception is since 12/21/1993.
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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.26 | -3.30 | 4.65 | 6.42 | 4.71 | 7.77 | 6.83 | 7.43 | -2.15 | 6.61 | 20.15 | -16.23 | 7.09 | 2.12 | 23.68 | -7.49 | 16.29 | 10.43 | -4.58 | 9.43 | 26.77 | 12.83 | 2.73 | 17.45 | 15.59 | -35.05 | 21.23 | 23.03 | 15.32 | 23.09 | 18.47 | -20.21 | -19.88 | 13.75 | 17.20 | 23.42 | 29.70 | 6.36 | 22.13 | -11.43 | 2.60 |
Sharpe Ratio | NA | -0.50 | 0.02 | 0.20 | 0.16 | NA | NA | 0.34 | -0.36 | 0.00 | 1.29 | -0.80 | 0.39 | 0.05 | 1.98 | -0.60 | 2.37 | 0.83 | -0.31 | 0.85 | 2.54 | 1.10 | 0.12 | 1.11 | 0.82 | -1.00 | 1.08 | 1.94 | 1.08 | 2.32 | 1.39 | -0.98 | -1.39 | 0.68 | 1.24 | 1.66 | 2.64 | 0.28 | 2.16 | -1.54 | 23.21 |
Standard Deviation(%) | NA | 19.46 | 17.60 | 17.98 | 18.17 | NA | NA | 16.41 | 24.64 | 14.27 | 12.43 | 22.15 | 18.22 | 34.72 | 11.22 | 14.71 | 6.64 | 12.34 | 14.99 | 11.02 | 10.51 | 11.66 | 21.73 | 15.58 | 18.84 | 35.73 | 17.02 | 10.24 | 12.13 | 9.54 | 12.75 | 21.70 | 16.19 | 14.20 | 11.25 | 12.13 | 9.87 | 10.13 | 8.45 | 9.34 | 6.45 |
Draw Down(%) | NA | 24.14 | 24.14 | 29.68 | 35.89 | NA | NA | 47.42 | 17.57 | 13.46 | 9.59 | 20.45 | 16.23 | 35.89 | 6.03 | 17.53 | 3.02 | 8.90 | 13.78 | 9.16 | 5.39 | 10.03 | 18.76 | 10.20 | 19.32 | 43.83 | 10.42 | 6.70 | 10.81 | 7.71 | 13.04 | 34.02 | 24.39 | 7.09 | 6.12 | 8.91 | 9.29 | 7.37 | 4.77 | 13.95 | 0.29 |
Yield(%) | 0.00 | 0.31 | 0.68 | 0.69 | 3.14 | 5.70 | 5.29 | 7.28 | 0.00 | 0.55 | 1.04 | 0.46 | 0.36 | 0.75 | 5.89 | 10.47 | 5.90 | 2.38 | 4.30 | 9.93 | 11.34 | 3.97 | 2.32 | 2.42 | 2.77 | 1.21 | 1.49 | 1.75 | 1.98 | 1.55 | 1.84 | 0.99 | 1.42 | 6.17 | 7.85 | 4.63 | 6.86 | 3.40 | 4.85 | 3.95 | 1.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AUICX (AB EQUITY INCOME FUND INC CLASS C) |
-12.57%
Mar 2000 - Mar 2003 |
-1.69%
Mar 1998 - Mar 2003 |
2.07%
Apr 1999 - Apr 2009 |
4.08%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AUICX (AB EQUITY INCOME FUND INC CLASS C) |
26.59%
Mar 1997 - Mar 2000 |
20.95%
Oct 2002 - Oct 2007 |
12.60%
Apr 1997 - Apr 2007 |
10.91%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart