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Equitable Holdings, Inc.

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

EQHPrice Chart


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EQHPerformance

The chart shows the growth of $10,000 invested in Equitable Holdings, Inc. on May 11, 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,187 for a total return of roughly 71.87%. All prices are adjusted for splits and dividends.


EQH (Equitable Holdings, Inc.)
Benchmark (S&P 500)

EQHReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M9.06%
6M-3.46%
YTD27.28%
1Y61.56%
5Y17.09%
10Y17.09%

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 1.76. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


EQH (Equitable Holdings, Inc.)
Benchmark (S&P 500)

EQHDividends

Equitable Holdings, Inc. granted a 2.19% dividend yield in the last twelve months, as of Oct 22, 2021. The annual payout for that period amounted to $0.70 per share.


PeriodTTM202020192018
Dividend$0.70$0.66$0.58$0.26

Dividend yield

2.19%2.58%2.34%1.56%

EQHDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


EQH (Equitable Holdings, Inc.)
Benchmark (S&P 500)

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 Equitable Holdings, Inc. 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
-19.6%May 6, 202151Jul 19, 2021
-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, 20216Jan 12, 202125
-8.07%Jan 14, 202013Jan 31, 20207Feb 11, 202020
-7.88%May 29, 201822Jun 27, 201822Jul 30, 201844

EQHVolatility Chart

Current Equitable Holdings, Inc. volatility is 16.03%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


EQH (Equitable Holdings, Inc.)
Benchmark (S&P 500)

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