Performance analysis of EQL (ALPS EQUAL SECTOR WEIGHT ETF)
Annual Return
Over the past 3 years, EQL has had an average annual return of +16.58%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EQL has had an average annual return of +10.55%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, EQL has had an average annual return of +12.50%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 7, 2009, EQL has had an average annual return of +13.63%, underperforming the benchmark SPY, which returned +15.62% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9% | +13.10% | +16.44% | +16.87% | -10.72% | +29.32% | +10.87% | +27.86% | -6.10% | +18.37% | +12.80% | -1.48% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +13.06% | +30.15% | +14.45% | +2.59% | +14.83% | +28.94% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.64% | +3.99% | -4.49% | +5.42% | +0.94% | -0.49% | +9% | ||||||
| 2025 | +3.52% | +0.76% | -3.20% | -2.24% | +4.12% | +3.04% | +0.92% | +2.37% | +2.06% | -0.37% | +1.70% | -0.05% | +13.10% |
| 2024 | -0.20% | +4.36% | +3.84% | -3.63% | +3.66% | +0.43% | +3.40% | +2.72% | +2.36% | -1.36% | +5.84% | -5.47% | +16.44% |
| 2023 | +5.85% | -3.01% | +1.84% | +1.44% | -2.78% | +6.79% | +3.13% | -2.06% | -4.31% | -2.56% | +7.85% | +4.49% | +16.87% |
| 2022 | -3.14% | -2.03% | +5.04% | -6.27% | +1.13% | -8.82% | +7.96% | -3.35% | -9.14% | +8.48% | +5.76% | -4.71% | -10.72% |
| 2021 | -0.62% | +3.81% | +5.89% | +4.43% | +1.80% | +0.78% | +1.43% | +2.41% | -3.94% | +6.86% | -2.25% | +6.01% | +29.32% |
| 2020 | -0.75% | -9.26% | -13.54% | +13.01% | +4.47% | +0.66% | +4.62% | +5.20% | -3.25% | -2.31% | +11.65% | +3.16% | +10.87% |
| 2019 | +8.27% | +2.73% | +1.98% | +3.23% | -5.59% | +6.38% | +1.15% | -1.16% | +2.16% | +0.89% | +2.69% | +2.74% | +27.86% |
| 2018 | +3.77% | -4.30% | -1.52% | +0.62% | +1.56% | +1.29% | +3.08% | +1.53% | +0.48% | -5.76% | +1.88% | -8.12% | -6.10% |
| 2017 | +1.71% | +3.75% | -0.07% | +0.45% | +0.96% | +0.86% | +1.77% | -0.13% | +1.90% | +1.90% | +3.09% | +0.88% | +18.37% |
Drawdown analysis of EQL (ALPS EQUAL SECTOR WEIGHT ETF)
The maximum drawdown for the EQL was -35.65%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current EQL drawdown is -0.85%.
Since Jul 7, 2009 EQL has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.65% | Feb 19, 2020 | 23 | Mar 23, 2020 | 114 | Sep 2, 2020 | 137 |
| -19.23% | Mar 29, 2022 | 136 | Oct 12, 2022 | 195 | Jul 25, 2023 | 331 |
| -18.66% | Jul 7, 2011 | 61 | Oct 3, 2011 | 87 | Feb 7, 2012 | 148 |
| -17.43% | Sep 21, 2018 | 64 | Dec 24, 2018 | 67 | Apr 2, 2019 | 131 |
| -15.34% | Apr 23, 2010 | 49 | Jul 2, 2010 | 87 | Nov 4, 2010 | 136 |
| -15.08% | Nov 29, 2024 | 87 | Apr 8, 2025 | 56 | Jun 30, 2025 | 143 |
| -13.01% | May 21, 2015 | 183 | Feb 11, 2016 | 46 | Apr 19, 2016 | 229 |
| -10.32% | Jul 31, 2023 | 63 | Oct 27, 2023 | 32 | Dec 13, 2023 | 95 |
| -9.49% | Jan 26, 2018 | 39 | Mar 23, 2018 | 103 | Aug 20, 2018 | 142 |
| -9.02% | Apr 2, 2012 | 43 | Jun 4, 2012 | 46 | Aug 8, 2012 | 89 |
| -8.66% | Jan 4, 2022 | 34 | Feb 23, 2022 | 24 | Mar 29, 2022 | 58 |
| -8.32% | Jan 19, 2010 | 14 | Feb 8, 2010 | 25 | Mar 16, 2010 | 39 |
| -8.22% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -7.00% | Oct 18, 2012 | 17 | Nov 14, 2012 | 32 | Jan 2, 2013 | 49 |
| -6.90% | Sep 19, 2014 | 18 | Oct 15, 2014 | 12 | Oct 31, 2014 | 30 |
| -6.28% | Apr 29, 2011 | 32 | Jun 15, 2011 | 15 | Jul 7, 2011 | 47 |
| -6.19% | Feb 27, 2026 | 21 | Mar 30, 2026 | 22 | Apr 30, 2026 | 43 |
| -5.96% | Oct 19, 2009 | 9 | Oct 30, 2009 | 11 | Nov 16, 2009 | 20 |
| -5.77% | Feb 18, 2011 | 17 | Mar 16, 2011 | 12 | Apr 1, 2011 | 29 |
| -5.62% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.59% | Apr 30, 2019 | 22 | May 31, 2019 | 13 | Jun 19, 2019 | 35 |
| -5.21% | Dec 31, 2013 | 22 | Feb 3, 2014 | 9 | Feb 14, 2014 | 31 |
| -5.20% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.12% | Jul 12, 2019 | 30 | Aug 23, 2019 | 12 | Sep 11, 2019 | 42 |
| -5.09% | Jul 16, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |