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Equitable Holdings, Inc. (EQH)

Equity · Currency in USD · Last updated Aug 11, 2022

Company Info

ISINUS29452E1010
CUSIP29452E101
SectorFinancial Services
IndustryInsurance—Diversified

Trading Data

Previous Close$29.66
Year Range$24.70 - $35.60
EMA (50)$27.46
EMA (200)$29.23
Average Volume$2.77M
Market Capitalization$10.79B

EQHShare Price Chart


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EQHPerformance

The chart shows the growth of $10,000 invested in Equitable Holdings, Inc. in May 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $16,316 for a total return of roughly 63.16%. All prices are adjusted for splits and dividends.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%5.00%MarchAprilMayJuneJulyAugust
-12.59%
-4.72%
EQH (Equitable Holdings, Inc.)
Benchmark (^GSPC)

EQHReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M15.02%7.97%
6M-15.54%-6.88%
YTD-7.76%-11.66%
1Y-4.19%-5.01%
5Y12.22%10.81%
10Y12.22%10.81%

EQHMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20222.59%-2.36%-5.36%-6.73%6.20%-14.27%9.05%5.06%
2021-3.17%19.33%10.94%4.94%-6.72%-4.09%1.38%1.01%-4.42%13.02%-5.59%4.23%
2020-3.07%-10.91%-31.97%26.78%5.22%0.94%6.07%4.40%-13.92%17.82%18.92%0.83%
201911.49%3.13%6.02%12.66%-8.79%1.70%7.56%-6.92%6.69%-2.53%15.27%0.16%
20185.01%-3.51%6.70%4.97%-6.54%-5.41%-2.36%-15.50%

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 -0.19. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.500.000.501.00MarchAprilMayJuneJulyAugust
-0.19
-0.25
EQH (Equitable Holdings, Inc.)
Benchmark (^GSPC)

EQHDividend History

Equitable Holdings, Inc. granted a 3.17% dividend yield in the last twelve months. The annual payout for that period amounted to $0.94 per share.


PeriodTTM2021202020192018
Dividend$0.94$0.71$0.66$0.58$0.26

Dividend yield

3.17%2.21%2.69%2.52%1.73%

EQHDrawdowns Chart

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


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-16.68%
-12.22%
EQH (Equitable Holdings, Inc.)
Benchmark (^GSPC)

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
-30.63%Feb 11, 2022105Jul 14, 2022
-19.6%May 6, 202151Jul 19, 202177Nov 4, 2021128
-13.2%Nov 5, 202118Dec 1, 202126Jan 7, 202244
-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
-11.09%Jan 18, 20229Jan 28, 20228Feb 9, 202217
-10.9%Sep 30, 20197Oct 8, 201914Oct 28, 201921

EQHVolatility Chart

Current Equitable Holdings, Inc. volatility is 29.65%. 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.


10.00%20.00%30.00%40.00%50.00%60.00%70.00%MarchAprilMayJuneJulyAugust
29.65%
16.23%
EQH (Equitable Holdings, Inc.)
Benchmark (^GSPC)