Equus Total Return, Inc. (EQS)

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Equus Total Return, Inc. (EQS) is down 13.8% since the beginning of the year. At $1 per share, EQS is trading 51.0% below its 52-week high of $2. Investors who bought $1,000 worth of EQS shares 5 years ago would now be looking at an investment worth $619.

Equus Total Return, Inc. (EQS) has returned -13.77% so far this year and -10.61% over the past 12 months. Over the last ten years, EQS has returned -2.74% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% 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 +0.08%. At this rate, an investment would double in approximately 72.2 years.

Historically, 45% of months were positive and 55% 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 7 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 -0.86%, beta of 0.26, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since September 11, 1992.

• This stock participated in 97.55% of S&P 500 Index downside but only 37.89% 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 35 for risk / return — below 35% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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 91.39%.

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.