Equus Total Return, Inc. (EQS)
Company Info
Highlights
$14.54M
-$0.91
-$27.71M
-$17.99M
-$6.71M
$0.74 - $1.52
0.02%
0.42
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Equus Total Return, Inc. (EQS) returned -9.09% year-to-date (YTD) and -30.56% over the past 12 months. Over the past 10 years, EQS returned -6.46% annually, underperforming the S&P 500 benchmark at 10.85%.
EQS
-9.09%
-3.85%
-16.67%
-30.56%
-26.90%
-1.53%
-6.46%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of EQS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 22.73% | -7.40% | -19.21% | 2.97% | -3.85% | -9.09% | |||||||
| 2024 | 3.44% | -2.01% | -0.67% | 2.05% | -3.36% | -8.33% | -3.03% | 6.25% | -0.00% | 2.94% | -14.28% | -8.34% | -24.14% |
| 2023 | 18.88% | -7.35% | -0.95% | 1.92% | 2.52% | -6.75% | 1.97% | -2.26% | -2.31% | -4.05% | 6.34% | -3.97% | 1.41% |
| 2022 | 14.47% | -4.09% | -0.39% | -0.78% | 0.39% | 1.95% | -16.86% | -6.45% | -19.22% | 7.93% | -3.95% | -15.88% | -39.15% |
| 2021 | -18.98% | 5.14% | 5.98% | -2.56% | -0.53% | 3.17% | 26.15% | 1.22% | -6.83% | -2.59% | 8.82% | -4.44% | 8.80% |
| 2020 | -2.46% | -0.00% | -46.63% | 18.95% | -4.42% | 8.33% | 17.95% | 2.90% | -14.79% | -3.31% | -2.56% | 89.47% | 18.36% |
| 2019 | 0.02% | -0.53% | -1.99% | -5.75% | -1.18% | -7.87% | -5.49% | 13.01% | -8.08% | -6.21% | 6.62% | 13.35% | -6.89% |
| 2018 | 1.67% | -0.41% | -2.05% | 0.00% | 1.26% | -2.07% | -8.90% | -6.27% | -1.25% | -1.51% | 8.16% | -7.55% | -18.33% |
| 2017 | 4.48% | 4.76% | 13.18% | 15.26% | -14.63% | -3.67% | 0.00% | 0.85% | 2.10% | 0.41% | -2.05% | 0.42% | 19.40% |
| 2016 | -5.03% | -10.59% | 5.26% | 11.25% | 0.56% | -0.55% | -4.50% | 5.29% | 3.91% | 0.54% | 4.81% | 2.55% | 12.29% |
| 2015 | -6.19% | 0.00% | -1.02% | -0.51% | 1.03% | -3.06% | -1.05% | 2.66% | -9.33% | -1.71% | -6.98% | 11.87% | -14.76% |
| 2014 | 1.01% | -5.47% | 1.05% | 9.38% | 10.95% | 6.44% | -0.40% | -2.83% | -7.92% | -0.45% | -0.00% | -4.55% | 5.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EQS is 22, meaning it’s performing worse than 78% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Equus Total Return, Inc. (EQS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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 89.99%, occurring on May 13, 2025. The portfolio has not yet recovered.
The current Equus Total Return, Inc. drawdown is 87.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -89.99% | Apr 1, 1998 | 6586 | May 13, 2025 | — | — | — |
| -52.21% | Sep 14, 1992 | 26 | Oct 26, 1992 | 185 | Aug 4, 1993 | 211 |
| -30.68% | Feb 4, 1994 | 276 | Mar 14, 1995 | 233 | Feb 13, 1996 | 509 |
| -23.08% | Mar 21, 1996 | 87 | Jul 24, 1996 | 45 | Sep 26, 1996 | 132 |
| -20.47% | Oct 17, 1997 | 7 | Oct 27, 1997 | 85 | Mar 2, 1998 | 92 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Equus Total Return, Inc., comparing actual results with analytics estimates.
Valuation
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.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for EQS compared to other companies in the Asset Management industry. EQS currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for EQS relative to other companies in the Asset Management industry. Currently, EQS has a P/S ratio of 10.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for EQS in comparison with other companies in the Asset Management industry. Currently, EQS has a P/B value of 0.4. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
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