Performance analysis of Equitable (EQH-P-A)
Annual Return
Over the past 3 years, EQH-P-A has had an average annual return of +5.23%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EQH-P-A has had an average annual return of -0.32%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Nov 21, 2019, EQH-P-A has had an average annual return of +2.09%, underperforming the benchmark SPY, which returned +16.37% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.62% | +5.23% | +1.73% | +20.77% | -24.68% | +4.53% | +7.82% | +4.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.66% | -1.72% | -4.18% | +1.86% | -1.47% | +1.44% | -0.62% | ||||||
| 2025 | +4.64% | +0.24% | -2.47% | -2.96% | -1.24% | +5.16% | +1.22% | +3.44% | +2.78% | -2.68% | -5.08% | +2.68% | +5.23% |
| 2024 | +4.51% | +2.42% | +1.51% | -4.52% | +2.07% | -0.79% | +0.88% | +4.93% | +2.08% | -0.78% | -0.17% | -9.52% | +1.73% |
| 2023 | +20.25% | -2.52% | +0.79% | -1.92% | -7.22% | +2% | +4% | -2.56% | -1.15% | -8.48% | +14.98% | +4.47% | +20.77% |
| 2022 | -3.29% | -6.01% | -0.74% | -7.76% | +3.91% | -5.32% | +12.70% | -10.97% | -0.04% | -10.61% | +11.98% | -8.36% | -24.68% |
| 2021 | -2.15% | -2.14% | +4.35% | -0.76% | +2.03% | +2.14% | -1.11% | +1.62% | +1.41% | -1.66% | -1.96% | +2.96% | +4.53% |
| 2020 | +0.57% | -4.77% | -31.27% | +42.55% | -0.95% | -2.72% | +7.29% | +2.11% | +3.01% | -0.94% | +2.81% | +3.75% | +7.82% |
| 2019 | +0.36% | +4.57% | +4.95% |
Drawdown analysis of Equitable (EQH-P-A)
The maximum drawdown for the EQH-P-A was -61.76%, occurring on Mar 18, 2020. Recovery took 133 trading sessions.
The current EQH-P-A drawdown is -8.42%.
Since Nov 21, 2019 EQH-P-A has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.76% | Feb 14, 2020 | 22 | Mar 18, 2020 | 133 | Sep 25, 2020 | 155 |
| -28.45% | Oct 14, 2021 | 266 | Nov 3, 2022 | 455 | Aug 28, 2024 | 721 |
| -14.20% | Sep 25, 2024 | 136 | Apr 11, 2025 | Ongoing | Ongoing | Ongoing |
| -5.11% | Nov 16, 2020 | 68 | Feb 25, 2021 | 26 | Apr 5, 2021 | 94 |
| -4.55% | Oct 14, 2020 | 5 | Oct 21, 2020 | 13 | Nov 9, 2020 | 18 |
| -2.47% | Apr 14, 2021 | 12 | Apr 30, 2021 | 22 | Jun 2, 2021 | 34 |
| -2.22% | Jul 7, 2021 | 14 | Jul 27, 2021 | 26 | Sep 1, 2021 | 40 |
| -2.14% | Sep 29, 2021 | 6 | Oct 7, 2021 | 5 | Oct 14, 2021 | 11 |
| -1.61% | Oct 5, 2020 | 2 | Oct 7, 2020 | 5 | Oct 14, 2020 | 7 |
| -1.11% | Jun 14, 2021 | 9 | Jun 25, 2021 | 7 | Jul 7, 2021 | 16 |
| -1.07% | Jan 2, 2020 | 4 | Jan 8, 2020 | 10 | Jan 23, 2020 | 14 |
| -1.05% | Sep 22, 2021 | 4 | Sep 28, 2021 | 1 | Sep 29, 2021 | 5 |
| -0.84% | Sep 16, 2024 | 2 | Sep 18, 2024 | 4 | Sep 24, 2024 | 6 |
| -0.82% | Sep 5, 2024 | 1 | Sep 6, 2024 | 1 | Sep 9, 2024 | 2 |
| -0.76% | Nov 27, 2019 | 2 | Dec 2, 2019 | 2 | Dec 4, 2019 | 4 |
| -0.73% | Aug 29, 2024 | 1 | Aug 30, 2024 | 2 | Sep 4, 2024 | 3 |
| -0.70% | Sep 16, 2021 | 3 | Sep 21, 2021 | 1 | Sep 22, 2021 | 4 |
| -0.63% | Nov 9, 2020 | 1 | Nov 10, 2020 | 4 | Nov 16, 2020 | 5 |
| -0.56% | Jan 27, 2020 | 1 | Jan 28, 2020 | 2 | Jan 30, 2020 | 3 |
| -0.54% | Sep 13, 2021 | 1 | Sep 14, 2021 | 2 | Sep 16, 2021 | 3 |
| -0.41% | Feb 10, 2020 | 2 | Feb 12, 2020 | 2 | Feb 14, 2020 | 4 |
| -0.38% | Jan 30, 2020 | 1 | Jan 31, 2020 | 1 | Feb 3, 2020 | 2 |
| -0.35% | Sep 28, 2020 | 2 | Sep 30, 2020 | 1 | Oct 1, 2020 | 3 |
| -0.34% | Apr 9, 2021 | 2 | Apr 13, 2021 | 1 | Apr 14, 2021 | 3 |
| -0.33% | Apr 5, 2021 | 2 | Apr 7, 2021 | 2 | Apr 9, 2021 | 4 |