Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AUIKX (AB EQUITY INCOME FUND INC CLASS K) | NA | -1,314,429.33% | nan% | nan% | nan% | nan% | NA | nan% |
Data as of 06/05/2024, AR inception is 03/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUIKX (AB EQUITY INCOME FUND INC CLASS K) | 03/28/2005 | 06/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1,314,429.33 | nan | nan | nan | nan | NA | nan | -1,166,523.85 | 22.21 | -10.38 | 25.06 | 4.08 | 24.46 | -6.90 | 17.05 | 11.19 | -3.99 | 10.19 | 27.64 | 13.62 | 3.50 | 18.38 | 16.57 | -34.54 | 22.18 | 24.05 | 14.15 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | 1.47 | -0.56 | 1.97 | 0.11 | 2.05 | -0.56 | 2.48 | 0.89 | -0.27 | 0.92 | 2.63 | 1.17 | 0.16 | 1.17 | 0.87 | -0.99 | 1.14 | 2.06 | 1.33 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 12.31 | 21.01 | 12.70 | 34.81 | 11.22 | 14.70 | 6.64 | 12.36 | 14.96 | 11.05 | 10.50 | 11.65 | 21.64 | 15.58 | 18.86 | 35.81 | 16.96 | 10.16 | 12.34 |
| Draw Down(%) | NA | 1,043,227.33 | 1,043,227.33 | 1,043,227.33 | 1,043,227.33 | NA | NA | 1,043,227.33 | 1,043,227.33 | 9.43 | 20.09 | 5.44 | 35.84 | 6.01 | 17.41 | 2.94 | 8.84 | 13.46 | 9.08 | 5.35 | 9.95 | 18.56 | 10.17 | 19.14 | 43.52 | 10.38 | 6.74 | 10.72 |
| Yield(%) | 0.00 | 125.34 | 41.53 | 33.06 | 18.90 | 24.21 | 19.13 | 20.14 | 111.82 | 2.93 | 6.27 | 17.67 | 2.54 | 6.48 | 10.95 | 6.58 | 3.05 | 4.87 | 10.50 | 11.95 | 4.66 | 2.93 | 3.29 | 3.65 | 1.91 | 2.37 | 2.70 | 2.23 |
Data as of 06/05/2024, AR inception is 03/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUIKX (AB EQUITY INCOME FUND INC CLASS K) |
-8.19%
May 2007 - May 2010 |
0.66%
May 2007 - May 2012 |
6.02%
Oct 2007 - Oct 2017 |
6.07%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUIKX (AB EQUITY INCOME FUND INC CLASS K) |
19.71%
Sep 2011 - Sep 2014 |
18.12%
Feb 2009 - Feb 2014 |
12.53%
Feb 2009 - Feb 2019 |
12.20%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart