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AB Equity Income R (AUIRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.140.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.38%
5-Year Average Return11.55%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (May 19, 2024)27.26%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return27.26%
Worst 3-Yr Total Return4.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAUIRXCategory
YTD4.88%4.44%
1-Month-4.29%-4.04%
3-Month3.13%4.09%
1-Year18.92%14.37%
3-Year8.14%6.04%
5-Year9.90%9.20%
10-Year8.42%8.57%
Last Bull Market24.62%22.97%
Last Bear Market-12.29%-11.27%

Annual Total Return (%) History

Year
AUIRXCategory
2024
N/AN/A
2023
21.92%11.63%
2022
-10.59%-5.90%
2021
24.42%26.22%
2020
3.74%2.91%
2019
23.99%25.04%
2018
-7.20%-8.53%
2017
16.73%15.94%
2016
10.85%14.81%
2015
-4.20%-4.05%
2014
9.62%10.21%
2013
27.26%31.21%
2012
13.26%14.57%
2011
3.27%-0.75%
2010
18.02%13.66%
2009
16.20%24.13%
2008
-34.74%-37.09%
2007
21.77%1.42%
2006
23.71%18.15%
2005
N/A5.95%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.58%N/AN/AN/A
20235.58%7.08%-3.45%11.69%
2022-1.37%-12.29%-6.66%10.73%
20217.74%6.95%-0.75%8.80%
2020-23.76%14.52%6.28%11.80%
201912.03%1.82%3.17%5.36%
2018-1.39%0.05%6.96%-12.06%
20174.99%1.35%3.94%5.55%
20162.63%2.24%2.19%3.38%
20150.78%-1.43%-7.68%4.45%
20141.88%5.16%-0.64%2.97%
20139.26%3.94%3.75%8.01%
201211.03%-2.50%4.75%-0.12%
20117.49%0.78%-13.97%10.81%
2010-1.67%-3.62%13.77%9.46%
2009-7.24%9.89%7.79%5.75%
2008-9.04%5.91%-21.67%-13.52%
20077.34%2.97%3.90%6.04%
20063.22%2.00%6.09%10.75%
20057.96%8.87%-3.93%N/A

Rank In Category (By Total Return)

YTD42
1-Month60
3-Month72
1-Year19
3-Year16
5-Year35

Load Adjusted Returns

1-Year18.92%
3-Year8.14%
5-Year9.90%
10-Year8.42%