Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AUIYX (AB EQUITY INCOME FUND INC ADVISOR CLASS) | 6.98% | 3.77% | 11.07% | 8.76% | 7.02% | 9.87% | 8.13% | 8.92% |
Data as of 06/30/2025, AR inception is 12/09/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUIYX (AB EQUITY INCOME FUND INC ADVISOR CLASS) | 12/09/1996 | 06/30/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.59 | 3.77 | 11.07 | 8.76 | 7.02 | 9.87 | 8.13 | 8.92 | 6.98 | 8.04 | 21.38 | -15.22 | 8.59 | 3.19 | 24.87 | -6.55 | 17.48 | 11.55 | -3.65 | 10.52 | 28.06 | 14.00 | 3.79 | 18.62 | 16.73 | -34.38 | 22.47 | 24.25 | 16.52 | 23.81 | 19.60 | -19.44 | -19.10 | 14.92 | 18.42 | 24.84 | 26.47 | -0.29 |
| Sharpe Ratio | NA | 0.01 | 0.39 | 0.41 | 0.29 | NA | NA | 0.42 | 0.46 | 0.10 | 1.39 | -0.75 | 0.48 | 0.08 | 2.09 | -0.54 | 2.55 | 0.92 | -0.25 | 0.95 | 2.67 | 1.21 | 0.17 | 1.19 | 0.88 | -0.98 | 1.15 | 2.08 | 1.18 | 2.40 | 1.48 | -0.95 | -1.34 | 0.76 | 1.35 | 1.76 | 2.20 | -0.77 |
| Standard Deviation(%) | NA | 19.64 | 16.93 | 17.47 | 18.16 | NA | NA | 16.96 | 22.10 | 14.08 | 12.43 | 22.09 | 17.94 | 34.75 | 11.23 | 14.70 | 6.62 | 12.33 | 14.96 | 11.05 | 10.48 | 11.66 | 21.76 | 15.55 | 18.88 | 35.77 | 16.98 | 10.14 | 12.12 | 9.54 | 12.81 | 21.74 | 16.18 | 14.20 | 11.24 | 12.25 | 10.39 | 10.76 |
| Draw Down(%) | NA | 23.45 | 23.45 | 28.78 | 35.83 | NA | NA | 46.81 | 17.25 | 13.15 | 9.34 | 19.87 | 15.79 | 35.83 | 5.98 | 17.33 | 2.89 | 8.84 | 13.31 | 9.06 | 5.30 | 9.85 | 18.51 | 10.16 | 19.14 | 43.39 | 10.35 | 6.71 | 10.72 | 7.75 | 12.95 | 33.70 | 23.94 | 7.09 | 5.82 | 8.75 | 8.98 | 3.82 |
| Yield(%) | 0.00 | 1.18 | 1.79 | 1.83 | 4.23 | 7.45 | 6.44 | 9.23 | 0.54 | 1.66 | 2.13 | 1.32 | 1.58 | 1.66 | 6.79 | 11.25 | 6.87 | 3.38 | 5.17 | 10.78 | 12.22 | 4.94 | 3.26 | 3.43 | 3.81 | 2.10 | 2.62 | 2.81 | 3.05 | 2.09 | 3.04 | 1.94 | 1.99 | 6.81 | 8.51 | 5.44 | 3.39 | 1.02 |
Data as of 06/30/2025, AR inception is 12/09/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUIYX (AB EQUITY INCOME FUND INC ADVISOR CLASS) |
-11.69%
Mar 2000 - Mar 2003 |
-0.67%
Mar 1998 - Mar 2003 |
3.05%
Apr 1999 - Apr 2009 |
5.17%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUIYX (AB EQUITY INCOME FUND INC ADVISOR CLASS) |
26.36%
Mar 1997 - Mar 2000 |
22.06%
Oct 2002 - Oct 2007 |
13.26%
Apr 1997 - Apr 2007 |
11.99%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart