Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AUIIX (AB EQUITY INCOME FUND INC CLASS I) | 8.56% | 9.39% | 8.79% | 7.67% | 7.01% | 9.28% | 8.03% | 8.66% |
Data as of 08/05/2025, AR inception is 03/24/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUIIX (AB EQUITY INCOME FUND INC CLASS I) | 03/24/2005 | 08/05/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.53 | 9.39 | 8.79 | 7.67 | 7.01 | 9.28 | 8.03 | 8.66 | 8.56 | 7.77 | 21.26 | -15.36 | 8.31 | 3.11 | 24.85 | -6.59 | 17.42 | 11.58 | -3.67 | 10.53 | 28.05 | 14.02 | 3.75 | 18.79 | 16.90 | -34.32 | 22.50 | 24.45 | 14.51 |
| Sharpe Ratio | NA | 0.05 | 0.31 | 0.33 | 0.30 | NA | NA | 0.40 | 0.53 | 0.08 | 1.38 | -0.76 | 0.46 | 0.08 | 2.09 | -0.54 | 2.54 | 0.92 | -0.25 | 0.95 | 2.67 | 1.21 | 0.17 | 1.20 | 0.89 | -0.98 | 1.15 | 2.10 | 1.37 |
| Standard Deviation(%) | NA | 19.57 | 16.81 | 17.48 | 18.18 | NA | NA | 18.02 | 20.46 | 14.18 | 12.43 | 22.15 | 18.11 | 34.79 | 11.21 | 14.71 | 6.64 | 12.32 | 14.96 | 11.05 | 10.51 | 11.67 | 21.60 | 15.58 | 18.88 | 35.71 | 16.99 | 10.12 | 12.30 |
| Draw Down(%) | NA | 23.59 | 23.59 | 28.98 | 35.78 | NA | NA | 46.60 | 17.26 | 13.31 | 9.39 | 19.89 | 16.01 | 35.78 | 5.98 | 17.35 | 2.92 | 8.81 | 13.31 | 9.04 | 5.34 | 9.87 | 18.52 | 10.12 | 19.15 | 43.37 | 10.38 | 6.69 | 10.73 |
| Yield(%) | 0.00 | 1.22 | 1.63 | 1.69 | 4.21 | 6.84 | 6.29 | 7.05 | 0.54 | 1.64 | 2.05 | 1.29 | 1.55 | 1.66 | 6.83 | 11.35 | 6.94 | 3.41 | 5.21 | 10.86 | 12.33 | 5.03 | 3.27 | 3.58 | 4.00 | 2.17 | 2.71 | 2.96 | 2.50 |
Data as of 08/05/2025, AR inception is 03/24/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUIIX (AB EQUITY INCOME FUND INC CLASS I) |
-7.90%
May 2007 - May 2010 |
0.96%
May 2007 - May 2012 |
5.55%
Oct 2013 - Oct 2023 |
5.15%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUIIX (AB EQUITY INCOME FUND INC CLASS I) |
20.12%
Sep 2011 - Sep 2014 |
18.51%
Feb 2009 - Feb 2014 |
12.89%
Feb 2009 - Feb 2019 |
10.76%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart