Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUIAX (AB EQUITY INCOME FUND INC CLASS A) | 10.43% | 27.21% | 19.97% | 7.95% | 9.76% | 9.69% | 8.93% | … | … |
Data as of 06/05/2026, Common starting date is 12/21/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUIAX (AB EQUITY INCOME FUND INC CLASS A) | 12/21/1993 | 06/05/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | 27.21 | 19.97 | 7.95 | 9.76 | 9.69 | 8.93 | … | … | 10.43 | 17.97 | 17.48 | 22.47 | -15.51 | 8.15 | 2.90 | 24.59 | -6.82 | 17.20 | 11.27 | -3.95 | 10.15 | 27.71 | 13.65 | 3.46 | 18.28 | 16.35 | -34.54 | 22.09 | 23.90 | 16.16 | 23.48 | 19.39 | -19.73 | -19.28 | 14.54 | 18.01 | 24.38 | 30.65 | 7.00 | 22.92 | -10.95 | 2.77 |
| Sharpe Ratio | NA | 2.16 | 1.23 | 0.32 | 0.46 | NA | NA | … | … | 1.82 | 0.89 | 1.23 | 1.54 | -0.77 | 0.45 | 0.08 | 2.06 | -0.56 | 2.50 | 0.90 | -0.27 | 0.92 | 2.64 | 1.17 | 0.16 | 1.17 | 0.86 | -0.99 | 1.12 | 2.03 | 1.15 | 2.36 | 1.47 | -0.96 | -1.36 | 0.73 | 1.30 | 1.71 | 2.71 | 0.32 | 2.24 | -1.50 | 24.41 |
| Standard Deviation(%) | NA | 11.38 | 13.59 | 16.63 | 17.66 | NA | NA | … | … | 12.93 | 17.04 | 11.28 | 12.32 | 22.14 | 18.10 | 34.76 | 11.22 | 14.71 | 6.64 | 12.29 | 14.98 | 11.04 | 10.50 | 11.68 | 21.75 | 15.57 | 18.86 | 35.82 | 16.98 | 10.15 | 12.10 | 9.54 | 12.72 | 21.76 | 16.17 | 14.20 | 11.22 | 12.21 | 9.89 | 10.23 | 8.46 | 9.36 | 6.75 |
| Draw Down(%) | NA | 8.14 | 17.28 | 29.04 | 35.81 | NA | NA | … | … | 8.14 | 17.28 | 7.24 | 9.44 | 19.98 | 15.97 | 35.81 | 5.97 | 17.38 | 2.93 | 8.80 | 13.43 | 9.10 | 5.33 | 9.95 | 18.59 | 10.21 | 19.19 | 43.52 | 10.37 | 6.69 | 10.77 | 7.85 | 12.92 | 33.76 | 24.06 | 7.05 | 5.94 | 8.82 | 9.13 | 7.09 | 4.66 | 13.73 | 0.19 |
| Yield(%) | 0.00 | 8.56 | 8.53 | 4.70 | 6.09 | 7.16 | 7.21 | … | … | 0.32 | 8.87 | 11.23 | 3.19 | 1.12 | 1.32 | 1.45 | 6.60 | 11.10 | 6.67 | 3.13 | 4.91 | 10.54 | 11.97 | 4.65 | 2.99 | 3.16 | 3.53 | 1.86 | 2.30 | 2.52 | 2.77 | 1.94 | 2.71 | 1.67 | 1.82 | 6.61 | 8.30 | 5.19 | 7.56 | 3.99 | 5.55 | 4.60 | 1.17 |
Data as of 06/05/2026, Common starting date is 12/21/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUIAX (AB EQUITY INCOME FUND INC CLASS A) |
-11.95%
Mar 2000 – Mar 2003 |
-0.99%
Mar 1998 – Mar 2003 |
2.76%
Apr 1999 – Apr 2009 |
4.86%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUIAX (AB EQUITY INCOME FUND INC CLASS A) |
27.54%
Mar 1997 – Mar 2000 |
21.73%
Oct 2002 – Oct 2007 |
13.36%
Apr 1997 – Apr 2007 |
11.67%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart
