Equus Total Return, Inc. (EQS)

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The chart shows the growth of an initial investment of $10,000 in Equus Total Return, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Equus Total Return, Inc. (EQS) has returned 30.05% so far this year and 82.18% over the past 12 months. Over the last ten years, EQS has returned 1.47% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Sep 11, 1992, EQS's average daily return is +0.01%, while the average monthly return is +0.16%. At this rate, your investment would double in approximately 36.1 years.

Historically, 46% of months were positive and 54% were negative. The best month was Dec 2020 with a return of +89.5%, while the worst month was Mar 2020 at -46.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 8 months.

On a daily basis, EQS closed higher 40% of trading days. The best single day was Dec 11, 2020 with a return of +46.9%, while the worst single day was Nov 10, 1999 at -25.4%.

Equus Total Return, Inc. has an annualized alpha of 0.33%, beta of 0.26, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since September 14, 1992.

• This stock participated in 95.47% of S&P 500 Index downside but only 41.89% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.26 may look defensive, but with R² of 0.02 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.02 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

EQS ranks 75 for risk / return — better than 75% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Equus Total Return, Inc. (EQS) and compare them to a chosen benchmark (S&P 500 Index).

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Equus Total Return, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Equus Total Return, Inc. was 94.50%, occurring on May 13, 2025. The portfolio has not yet recovered.

The current Equus Total Return, Inc. drawdown is 87.02%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Equus Total Return, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Equus Total Return, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.