Performance analysis of Equus Total Return (EQS)
Annual Return
Over the past 3 years, EQS has had an average annual return of -8.31%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, EQS has had an average annual return of -14.13%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, EQS has had an average annual return of -3.84%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, EQS has had an average annual return of -6.97%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -18.76% | +28.67% | -24.15% | +1.39% | -39.89% | +10.16% | +18.68% | -7.15% | -18.32% | +19.39% | +12.31% | -14.75% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.49% | -15.68% | +5.38% | -10.40% | -21.89% | -23.11% | -25.06% | -21.10% | +27.29% | +15.83% | +2.75% | +31.98% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -14.75% | -11.58% | -9.18% | -35.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.46% | -2.18% | +36.27% | -36.39% | +20.51% | -12.08% | -7.28% | -18.76% | |||||
| 2025 | +22.77% | -7.39% | -19.20% | +2.98% | -3.88% | +36.05% | +8.79% | +39.88% | +8.69% | -22.22% | +2.85% | -21.39% | +28.67% |
| 2024 | +3.44% | -2.01% | -0.65% | +2.06% | -3.40% | -8.31% | -3.00% | +6.25% | +0% | +2.91% | -14.26% | -8.38% | -24.15% |
| 2023 | +18.89% | -7.36% | -0.96% | +1.93% | +2.49% | -6.76% | +1.98% | -2.25% | -2.30% | -4.07% | +6.36% | -3.99% | +1.39% |
| 2022 | +13.05% | -4.09% | -0.37% | -0.80% | +0.40% | +1.95% | -16.85% | -6.46% | -19.20% | +7.92% | -3.94% | -15.89% | -39.89% |
| 2021 | -18.97% | +5.12% | +5.99% | -2.56% | -0.54% | +3.19% | +26.17% | +1.22% | -6.84% | -2.60% | +8.84% | -3.25% | +10.16% |
| 2020 | -2.18% | -0% | -46.64% | +18.93% | -4.42% | +8.36% | +17.94% | +2.87% | -14.79% | -3.27% | -2.57% | +89.44% | +18.68% |
| 2019 | +0% | -0.53% | -2.03% | -5.77% | -1.10% | -7.88% | -5.51% | +12.93% | -8.01% | -6.20% | +6.61% | +13.04% | -7.15% |
| 2018 | +1.68% | -0.42% | -2.05% | +0% | +1.26% | -2.07% | -8.90% | -6.04% | -1.49% | -1.51% | +8.16% | -7.55% | -18.32% |
| 2017 | +4.45% | +4.79% | +13.18% | +15.24% | -14.63% | -3.65% | +0% | +0.84% | +2.10% | +0.42% | -2.05% | +0.40% | +19.39% |
Drawdown analysis of Equus Total Return (EQS)
The maximum drawdown for the EQS was -90.38%, occurring on May 13, 2025. This drawdown has not yet recovered.
The current EQS drawdown is -85.82%.
Since Nov 1, 1999 EQS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.38% | Nov 9, 1999 | 6415 | May 13, 2025 | Ongoing | Ongoing | Ongoing |