Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUIZX (AB EQUITY INCOME FUND INC CLASS Z) | 12.96% | 30.04% | 21.13% | 13.24% | 12.77% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUIZX (AB EQUITY INCOME FUND INC CLASS Z) | 10/22/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 30.04 | 21.13 | 13.24 | 12.77 | NA | NA | … | … | 12.96 | 18.15 | 17.84 | 22.81 | -10.00 | 25.60 | 4.54 | 24.95 | -6.50 | 17.54 | 11.70 | -3.60 | 10.64 | 3.24 |
| Sharpe Ratio | NA | 2.47 | 1.32 | 0.71 | 0.65 | NA | NA | … | … | 2.35 | 0.90 | 1.26 | 1.57 | -0.55 | 2.03 | 0.12 | 2.10 | -0.53 | 2.57 | 0.93 | -0.24 | 0.96 | 2.11 |
| Standard Deviation(%) | NA | 11.20 | 13.56 | 15.24 | 17.02 | NA | NA | … | … | 12.71 | 17.02 | 11.30 | 12.34 | 20.99 | 12.60 | 34.72 | 11.20 | 14.80 | 6.59 | 12.35 | 14.96 | 11.04 | 8.60 |
| Draw Down(%) | NA | 8.10 | 17.24 | 19.81 | 35.79 | NA | NA | … | … | 8.10 | 17.24 | 7.24 | 9.38 | 19.81 | 5.38 | 35.79 | 5.99 | 17.31 | 2.88 | 8.82 | 13.30 | 9.06 | 2.39 |
| Yield(%) | 0.00 | 9.12 | 9.07 | 8.84 | 9.12 | 7.08 | 5.31 | … | … | 0.40 | 9.46 | 11.81 | 3.53 | 6.69 | 18.25 | 2.98 | 6.95 | 11.45 | 7.05 | 3.52 | 5.33 | 10.97 | 8.74 |
Data as of 06/04/2026, Common starting date is 10/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUIZX (AB EQUITY INCOME FUND INC CLASS Z) |
-0.08%
Mar 2017 – Mar 2020 |
2.28%
Mar 2015 – Mar 2020 |
8.69%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUIZX (AB EQUITY INCOME FUND INC CLASS Z) |
22.70%
Sep 2022 – Sep 2025 |
17.29%
Mar 2020 – Mar 2025 |
12.89%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart