Performance analysis of Equitable (EQH)
Annual Return
Over the past 3 years, EQH has had an average annual return of +22.51%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, EQH has had an average annual return of +13.36%, outperforming the benchmark SPY, which returned +12.73% annual.
Since May 10, 2018, EQH has had an average annual return of +14.01%, underperforming the benchmark SPY, which returned +14.89% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.17% | +3.15% | +45% | +19.57% | -10.22% | +31.03% | +6.57% | +53.12% | -17.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.62% | -13.32% | -7.11% | +13.72% | -2.01% | +6.90% | +10.47% | +3.17% | |||||
| 2025 | +15.37% | +1.10% | -4.89% | -5.07% | +6.91% | +6.65% | -8.47% | +4.27% | -4.66% | -2.72% | -4.92% | +2.05% | +3.15% |
| 2024 | -1.83% | +5.40% | +11.01% | -2.90% | +12.41% | -0.94% | +6.73% | -1.88% | -1.15% | +7.88% | +6.90% | -2.20% | +45% |
| 2023 | +11.74% | -1.40% | -19.19% | +2.37% | -5.58% | +11.62% | +5.63% | +1.15% | -1.42% | -6.41% | +16.38% | +8.50% | +19.57% |
| 2022 | +2.59% | -2.38% | -5.35% | -6.73% | +6.17% | -14.27% | +9.05% | +5.38% | -11.43% | +16.20% | +4.32% | -9.58% | -10.22% |
| 2021 | -3.16% | +19.33% | +10.93% | +4.94% | -6.73% | -4.09% | +1.38% | +1.01% | -4.42% | +13.02% | -5.57% | +4.23% | +31.03% |
| 2020 | -3.07% | -10.91% | -31.94% | +26.79% | +5.24% | +0.94% | +6.07% | +4.38% | -13.92% | +17.82% | +18.90% | +0.83% | +6.57% |
| 2019 | +11.48% | +3.13% | +6% | +12.67% | -8.77% | +1.70% | +7.57% | -6.93% | +6.69% | -2.52% | +15.26% | +0.17% | +53.12% |
| 2018 | +5.01% | -3.50% | +6.69% | +4.97% | -6.54% | -5.40% | -2.36% | -15.50% | -17.22% |
Drawdown analysis of Equitable (EQH)
The maximum drawdown for the EQH was -61.32%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.
The current EQH drawdown is -11.38%.
Since May 10, 2018 EQH has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 4 times
- 20% or more: 5 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.32% | Feb 20, 2020 | 22 | Mar 23, 2020 | 172 | Nov 24, 2020 | 194 |
| -35.87% | Jun 30, 2025 | 187 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -35.10% | Feb 10, 2022 | 312 | May 10, 2023 | 151 | Dec 14, 2023 | 463 |
| -34.83% | Sep 4, 2018 | 77 | Dec 24, 2018 | 89 | May 3, 2019 | 166 |
| -20.65% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -19.60% | May 5, 2021 | 51 | Jul 19, 2021 | 77 | Nov 4, 2021 | 128 |
| -15.04% | Jul 31, 2024 | 3 | Aug 5, 2024 | 48 | Oct 11, 2024 | 51 |
| -13.18% | Nov 4, 2021 | 18 | Dec 1, 2021 | 26 | Jan 7, 2022 | 44 |
| -13.02% | Jul 24, 2019 | 8 | Aug 5, 2019 | 38 | Sep 27, 2019 | 46 |
| -12.24% | May 3, 2019 | 36 | Jun 25, 2019 | 19 | Jul 23, 2019 | 55 |
| -11.55% | Nov 6, 2024 | 29 | Dec 18, 2024 | 17 | Jan 15, 2025 | 46 |
| -11.29% | Jan 14, 2021 | 8 | Jan 27, 2021 | 13 | Feb 16, 2021 | 21 |
| -11.09% | Jan 14, 2022 | 9 | Jan 28, 2022 | 8 | Feb 9, 2022 | 17 |
| -10.91% | Sep 27, 2019 | 7 | Oct 8, 2019 | 14 | Oct 28, 2019 | 21 |
| -8.85% | Dec 4, 2020 | 19 | Jan 4, 2021 | 6 | Jan 12, 2021 | 25 |
| -8.07% | Jan 13, 2020 | 13 | Jan 31, 2020 | 7 | Feb 11, 2020 | 20 |
| -7.89% | May 25, 2018 | 22 | Jun 27, 2018 | 22 | Jul 30, 2018 | 44 |
| -6.41% | Dec 14, 2023 | 21 | Jan 17, 2024 | 21 | Feb 15, 2024 | 42 |
| -6.26% | Mar 28, 2024 | 12 | Apr 16, 2024 | 6 | Apr 24, 2024 | 18 |
| -5.79% | Mar 19, 2021 | 3 | Mar 24, 2021 | 6 | Apr 1, 2021 | 9 |
| -5.29% | Nov 26, 2019 | 4 | Dec 3, 2019 | 12 | Dec 19, 2019 | 16 |
| -4.93% | Oct 28, 2019 | 3 | Oct 31, 2019 | 6 | Nov 8, 2019 | 9 |
| -4.30% | Nov 24, 2020 | 3 | Nov 30, 2020 | 2 | Dec 2, 2020 | 5 |
| -4.27% | Feb 23, 2024 | 8 | Mar 6, 2024 | 5 | Mar 13, 2024 | 13 |
| -3.97% | Jan 31, 2025 | 4 | Feb 6, 2025 | 6 | Feb 14, 2025 | 10 |