Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AUIRX (AB EQUITY INCOME FUND INC CLASS R) | NA | 8,319,786.82% | 4,315.87% | 931.03% | 230.22% | 133.57% | NA | 96.45% |
Data as of 06/05/2024, AR inception is 03/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUIRX (AB EQUITY INCOME FUND INC CLASS R) | 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 | 8,319,786.82 | 4,315.87 | 931.03 | 230.22 | 133.57 | NA | 96.45 | 7,392,298.39 | 21.91 | -10.64 | 24.72 | 3.73 | 24.06 | -7.19 | 16.70 | 10.84 | -4.25 | 9.81 | 27.26 | 13.25 | 3.27 | 18.02 | 16.21 | -34.74 | 21.77 | 23.71 | 13.91 |
| Sharpe Ratio | NA | 7,494.48 | 6.72 | 1.87 | 0.65 | NA | NA | 0.37 | NA | 1.45 | -0.57 | 1.95 | 0.10 | 2.03 | -0.58 | 2.43 | 0.86 | -0.29 | 0.89 | 2.59 | 1.14 | 0.15 | 1.15 | 0.85 | -0.99 | 1.11 | 2.03 | 1.30 |
| Standard Deviation(%) | NA | 1,110.12 | 641.55 | 497.08 | 351.67 | NA | NA | 254.08 | 1,695.68 | 12.30 | 21.02 | 12.67 | 34.84 | 11.19 | 14.71 | 6.66 | 12.35 | 14.96 | 11.04 | 10.51 | 11.68 | 21.65 | 15.57 | 18.87 | 35.75 | 17.01 | 10.14 | 12.37 |
| Draw Down(%) | NA | 9.51 | 20.27 | 35.86 | 35.86 | NA | NA | 46.99 | 5.29 | 9.51 | 20.27 | 5.46 | 35.86 | 6.01 | 17.49 | 2.97 | 8.87 | 13.59 | 9.15 | 5.39 | 9.94 | 18.64 | 10.19 | 19.22 | 43.61 | 10.38 | 6.69 | 10.77 |
| Yield(%) | 0.00 | 125.08 | 41.27 | 32.72 | 18.59 | 23.69 | 18.62 | 19.60 | 111.69 | 2.70 | 6.04 | 17.44 | 2.29 | 6.19 | 10.72 | 6.25 | 2.76 | 4.61 | 10.22 | 11.64 | 4.38 | 2.71 | 2.98 | 3.42 | 1.68 | 2.07 | 2.46 | 1.99 |
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 |
|---|---|---|---|---|
| AUIRX (AB EQUITY INCOME FUND INC CLASS R) |
-8.48%
May 2007 - May 2010 |
0.36%
May 2007 - May 2012 |
5.70%
Oct 2007 - Oct 2017 |
5.74%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUIRX (AB EQUITY INCOME FUND INC CLASS R) |
4,332.92%
May 2021 - May 2024 |
936.93%
May 2019 - May 2024 |
230.65%
May 2014 - May 2024 |
133.77%
May 2009 - May 2024 |
Annualized Rolling Returns Comparison Chart