Canada markets open in 14 minutes

AB Equity Income I (AUIIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
33.32-0.02 (-0.06%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.20%
5-Year Average Return11.70%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Jun 20, 2024)28.05%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return28.05%
Worst 3-Yr Total Return5.56%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAUIIXCategory
YTD9.19%4.44%
1-Month3.89%-4.04%
3-Month3.05%4.09%
1-Year25.72%14.37%
3-Year9.29%6.04%
5-Year12.70%9.20%
10-Year9.35%8.57%
Last Bull Market24.91%22.97%
Last Bear Market-12.17%-11.27%

Annual Total Return (%) History

Year
AUIIXCategory
2024
N/AN/A
2023
22.67%11.63%
2022
-10.03%-5.90%
2021
25.21%26.22%
2020
4.42%2.91%
2019
24.78%25.04%
2018
-6.60%-8.53%
2017
17.45%15.94%
2016
11.58%14.81%
2015
-3.60%-4.05%
2014
10.33%10.21%
2013
28.05%31.21%
2012
14.02%14.57%
2011
3.75%-0.75%
2010
18.79%13.66%
2009
16.91%24.13%
2008
-34.32%-37.09%
2007
22.50%1.42%
2006
24.45%18.15%
2005
N/A5.95%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.75%N/AN/AN/A
20235.79%7.26%-3.32%11.82%
2022-1.19%-12.17%-6.52%10.90%
20217.93%7.09%-0.59%8.97%
2020-23.65%14.70%6.45%12.01%
201912.19%1.99%3.36%5.50%
2018-1.23%0.20%7.11%-11.90%
20175.13%1.52%4.10%5.72%
20162.83%2.37%2.35%3.57%
20150.93%-1.26%-7.50%4.57%
20142.08%5.30%-0.44%3.10%
20139.42%4.09%3.94%8.16%
201211.24%-2.34%4.94%0.02%
20117.56%0.93%-13.84%10.93%
2010-1.55%-3.42%13.97%9.62%
2009-7.08%10.03%7.94%5.93%
2008-8.94%6.12%-21.55%-13.35%
20077.47%3.15%4.06%6.20%
20063.42%2.12%6.24%10.91%
20058.11%9.04%-3.77%N/A

Rank In Category (By Total Return)

YTD24
1-Month17
3-Month68
1-Year26
3-Year8
5-Year28

Load Adjusted Returns

1-Year25.72%
3-Year9.29%
5-Year12.70%
10-Year9.35%