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Equitable Holdings, Inc.

EQH
Equity · Currency in USD
ISIN
US29452E1010
CUSIP
29452E101
Sector
Financial Services
Industry
Insurance—Diversified

EQHPrice Chart


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EQHPerformance

The chart shows the growth of $10,000 invested in EQH on May 11, 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,601 for a total return of roughly 76.01%. All prices are adjusted for splits and dividends.


-40.00%-20.00%0.00%20.00%40.00%60.00%80.00%201920202021
76.01%
49.61%
S&P 500

EQHReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M3.92%
YTD30.35%
6M61.40%
1Y105.61%
5Y21.55%
10Y21.55%

EQHMonthly Returns Heatmap


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EQHSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Equitable Holdings, Inc. Sharpe ratio is 3.28. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.00JulyOctober2020AprilJulyOctober2021April
3.28

EQHDividends

Equitable Holdings, Inc. granted a 2.05% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $0.68 per share.


PeriodTTM202020192018
Dividend$0.68$0.66$0.58$0.26
Dividend yield
2.05%2.58%2.34%1.56%

EQHDrawdowns Chart


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%201920202021
-0.57%

EQHWorst Drawdowns

The table below shows the maximum drawdowns of the Equitable Holdings, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the {{portfolioName}} is 61.33%, recorded on Mar 23, 2020. It took 172 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-61.33%Feb 21, 202022Mar 23, 2020172Nov 24, 2020194
-34.83%Sep 5, 201877Dec 24, 201889May 3, 2019166
-13.03%Jul 25, 20198Aug 5, 201938Sep 27, 201946
-12.26%May 6, 201936Jun 25, 201920Jul 24, 201956
-11.29%Jan 15, 20218Jan 27, 202113Feb 16, 202121
-10.91%Sep 30, 20197Oct 8, 201914Oct 28, 201921
-8.85%Dec 7, 202019Jan 4, 20212Jan 6, 202121
-8.08%Jan 14, 202013Jan 31, 20207Feb 11, 202020
-7.88%May 29, 201822Jun 27, 201822Jul 30, 201844
-5.79%Mar 22, 20213Mar 24, 20216Apr 1, 20219

EQHVolatility Chart

Current Equitable Holdings, Inc. volatility is 20.46%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%200.00%201920202021
20.46%

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