Performance analysis of Equitable (EQH-P-C)
Annual Return
Over the past 3 years, EQH-P-C has had an average annual return of +5.79%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, EQH-P-C has had an average annual return of -2.68%, underperforming the benchmark SPY, which returned +12.78% annual.
Since Jan 6, 2021, EQH-P-C has had an average annual return of -1.93%, underperforming the benchmark SPY, which returned +14.73% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.15% | -0.45% | +11.29% | -0.18% | -25.88% | +5.15% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.40% | -0.60% | -2.06% | +2.26% | +0.36% | +1.19% | +0.61% | +4.15% | |||||
| 2025 | +5.17% | +0.38% | -7.24% | -2.13% | +0.36% | +5.02% | -1.23% | +3.03% | +2.91% | -2.39% | -5.94% | +2.50% | -0.45% |
| 2024 | +2.42% | +10.03% | +0.64% | -5.02% | +6.21% | -1.80% | -0.06% | +9.64% | +3.32% | -5.55% | +2.15% | -9.31% | +11.29% |
| 2023 | +11.25% | -3.21% | -0.94% | -5.16% | -5.90% | -1.32% | +2.61% | -4.67% | -2.51% | -4.70% | +11.18% | +5.16% | -0.18% |
| 2022 | -7.61% | -9.39% | -4.75% | -6.69% | +3.82% | -5.70% | +11.84% | -7.14% | -8.60% | -2.50% | +11.38% | -1.29% | -25.88% |
| 2021 | -0.12% | -1.12% | +1.67% | -0.85% | +1.22% | +2.37% | -0.27% | -0.24% | +0.35% | +0.96% | -1.90% | +3.09% | +5.15% |
Drawdown analysis of Equitable (EQH-P-C)
The maximum drawdown for the EQH-P-C was -38.70%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current EQH-P-C drawdown is -14.63%.
Since Jan 6, 2021 EQH-P-C has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.70% | Dec 31, 2021 | 452 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -4.90% | Feb 10, 2021 | 10 | Feb 25, 2021 | 72 | Jun 9, 2021 | 82 |
| -2.99% | Nov 4, 2021 | 15 | Nov 26, 2021 | 24 | Dec 31, 2021 | 39 |
| -2.17% | Sep 16, 2021 | 13 | Oct 5, 2021 | 22 | Nov 4, 2021 | 35 |
| -1.72% | Jan 6, 2021 | 6 | Jan 14, 2021 | 11 | Feb 1, 2021 | 17 |
| -0.86% | Jun 30, 2021 | 30 | Aug 12, 2021 | 15 | Sep 2, 2021 | 45 |
| -0.80% | Jun 9, 2021 | 5 | Jun 16, 2021 | 10 | Jun 30, 2021 | 15 |
| -0.16% | Feb 2, 2021 | 1 | Feb 3, 2021 | 3 | Feb 8, 2021 | 4 |
| -0.15% | Sep 3, 2021 | 1 | Sep 7, 2021 | 1 | Sep 8, 2021 | 2 |
| -0.12% | Sep 10, 2021 | 1 | Sep 13, 2021 | 1 | Sep 14, 2021 | 2 |