Equatorial Energia SA ADR (EQUEY)

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

Equatorial Energia SA ADR (EQUEY) has returned 10.74% so far this year and 42.22% over the past 12 months. Looking at the last ten years, EQUEY has achieved an annualized return of 16.40%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Nov 3, 2009, EQUEY's average daily return is +0.13%, while the average monthly return is +1.76%. At this rate, your investment would double in approximately 3.3 years.

Historically, 52% of months were positive and 48% were negative. The best month was Dec 2019 with a return of +85.9%, while the worst month was Sep 2010 at -52.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.

On a daily basis, EQUEY closed higher 22% of trading days. The best single day was Jun 2, 2020 with a return of +52.9%, while the worst single day was Sep 8, 2010 at -47.4%.

Equatorial Energia SA ADR has an annualized alpha of 32.73%, beta of 0.27, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since November 04, 2009.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (65.65%) than losses (47.34%) — typical of diversified or defensive assets.
• Beta of 0.27 may look defensive, but with R² of 0.01 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 0.01 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.

EQUEY ranks 76 for risk / return — better than 76% 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 Equatorial Energia SA ADR (EQUEY) and compare them to a chosen benchmark (S&P 500 Index).

Equatorial Energia SA ADR provided a 5.05% dividend yield over the last twelve months, with an annual payout of $0.39 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Equatorial Energia SA ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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 Equatorial Energia SA ADR. 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 Equatorial Energia SA ADR was 69.01%, occurring on May 14, 2020. Recovery took 1385 trading sessions.

The current Equatorial Energia SA ADR drawdown is 5.23%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Equatorial Energia SA ADR 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 Equatorial Energia SA ADR is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.