Equus Total Return, Inc. (EQS)
Company Info
Highlights
$18.34M
-$0.53
$969.00K
$1.01M
$5.00M
$1.01 - $1.63
0.11%
0.78
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
Equus Total Return, Inc. had a return of 22.73% year-to-date (YTD) and -10.00% in the last 12 months. Over the past 10 years, Equus Total Return, Inc. had an annualized return of -3.83%, while the S&P 500 had an annualized return of 11.26%, indicating that Equus Total Return, Inc. did not perform as well as the benchmark.
EQS
22.73%
8.00%
-2.17%
-10.00%
-6.76%
-3.83%
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
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% | 22.73% | |||||||||||
| 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 36, indicating average performance compared to other stocks on our website. Here’s 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.
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.
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 87.80%, occurring on Mar 31, 2020. The portfolio has not yet recovered.
The current Equus Total Return, Inc. drawdown is 82.67%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.8% | Apr 1, 1998 | 5342 | Mar 31, 2020 | — | — | — |
| -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 current Equus Total Return, Inc. volatility is 18.22%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Equus Total Return, Inc..
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Income Statement
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