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Performance analysis of EQIN (COLUMBIA U.S. EQUITY INCOME ETF)

Annual Return

Over the past 3 years, EQIN has had an average annual return of +13.42%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, EQIN has had an average annual return of +11.28%, underperforming the benchmark SPY, which returned +12.55% annual.

Over the past 10 years, EQIN has had an average annual return of +11.91%, underperforming the benchmark SPY, which returned +14.95% annual.

Since Jun 17, 2016, EQIN has had an average annual return of +12.33%, underperforming the benchmark SPY, which returned +15.33% annual.

20262025202420232022202120202019201820172016
+11.13%+9.37%+13.89%+11.56%+0.65%+31.18%+0.68%+30.68%-12.13%+19.08%+15.21%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+4.47%+2.42%-2.81%+3.32%+0.12%+1.41%+1.87%+11.13%
2025+3.28%+0.76%-0.32%-4.94%+1.45%+2.63%-1.18%+3.22%+2.11%-0.21%+1.16%+1.33%+9.37%
2024+1.17%+3.14%+5.46%-3.40%+2.48%+0.25%+4.23%+1.75%+1.99%-2.11%+3.98%-5.29%+13.89%
2023+5.02%-3.94%+0.46%+0.31%-4.75%+5.93%+4.89%-1.68%-3.38%-2.24%+6.61%+4.75%+11.56%
2022+0.40%+0.12%+1.60%-3.92%+4.25%-10.30%+6.83%-2.30%-9.52%+12.35%+7.51%-3.85%+0.65%
2021+0.11%+6.25%+9.10%+4.52%+3.19%-2.12%-0.68%+2.40%-2.84%+4.13%-3.16%+7.44%+31.18%
2020-3.69%-11.03%-20.19%+12.86%+4.60%+0.68%+2.39%+4.58%-2.98%+0.15%+15.50%+3.09%+0.68%
2019+9.81%+3.20%+0.09%+4.20%-9.05%+8.42%+1.79%-5.29%+6.07%+1.36%+5.34%+2.70%+30.68%
2018+5.82%-4.69%-2.10%+2.19%-1.30%+0.95%+2.73%+1.96%-0.24%-6.13%+0.13%-11.01%-12.13%
2017+1.15%+4.59%-0.27%+0.49%-0.61%+1.66%+1.43%-1.73%+3.41%+1.16%+2.67%+3.84%+19.08%

Drawdown analysis of EQIN (COLUMBIA U.S. EQUITY INCOME ETF)

The maximum drawdown for the EQIN was -42.15%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.

The current EQIN drawdown is -0.95%.

Since Jun 17, 2016 EQIN has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 2 times
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-42.15%Jan 17, 202044Mar 23, 2020200Jan 6, 2021244
-21.97%Dec 26, 2017249Dec 21, 2018218Nov 4, 2019467
-18.52%Apr 20, 2022113Sep 30, 2022201Jul 21, 2023314
-12.05%Feb 20, 202533Apr 8, 2025107Sep 11, 2025140
-8.59%Jul 31, 202363Oct 27, 202330Dec 11, 202393
-7.53%May 10, 202148Jul 19, 202168Oct 22, 2021116
-6.45%Oct 14, 202447Dec 19, 202439Feb 19, 202586
-6.44%Jan 14, 202227Feb 24, 202221Mar 25, 202248
-6.13%Jun 23, 20162Jun 27, 201611Jul 13, 201613
-5.44%Nov 15, 202111Dec 1, 202111Dec 16, 202122
-5.41%Feb 10, 202627Mar 20, 202650Jun 2, 202677
-5.14%Jul 31, 20243Aug 5, 202414Aug 23, 202417
-4.87%Jan 14, 202110Jan 29, 20216Feb 8, 202116
-4.39%Mar 28, 202413Apr 17, 202420May 15, 202433
-4.00%Oct 27, 202518Nov 20, 20259Dec 4, 202527
-3.31%Feb 24, 20212Feb 26, 20215Mar 5, 20217
-3.22%May 15, 20249May 29, 202429Jul 11, 202438
-3.19%Sep 26, 202510Oct 10, 202510Oct 24, 202520
-3.09%Aug 30, 20244Sep 6, 20246Sep 16, 202410
-3.02%Aug 8, 20178Aug 18, 201720Sep 18, 201728
-2.85%Dec 16, 20212Dec 20, 20214Dec 27, 20216
-2.85%Mar 15, 20216Mar 23, 20213Mar 26, 20219
-2.82%Aug 23, 201651Nov 3, 20165Nov 10, 201656
-2.65%Mar 1, 201754May 17, 201711Jun 2, 201765
-2.32%Mar 29, 20225Apr 5, 20229Apr 19, 202214