EQH vs. FUN
EQH (Equitable Holdings, Inc.) and FUN (Cedar Fair, L.P.) are both stocks. EQH operates in Insurance - Diversified (Financial Services), while FUN operates in Leisure (Consumer Cyclical). Over the past 5 years, EQH returned 9.89%/yr vs -11.16%/yr for FUN. At a 0.36 correlation, their price movements are largely independent.
Performance
EQH vs. FUN - Performance Comparison
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Returns By Period
In the year-to-date period, EQH achieves a -6.30% return, which is significantly lower than FUN's 52.80% return.
EQH
- 1D
- 0.94%
- 1M
- 4.14%
- YTD
- -6.30%
- 6M
- -7.48%
- 1Y
- -12.50%
- 3Y*
- 20.47%
- 5Y*
- 9.89%
- 10Y*
- —
FUN
- 1D
- -3.90%
- 1M
- 9.94%
- YTD
- 52.80%
- 6M
- 57.21%
- 1Y
- -21.53%
- 3Y*
- -16.99%
- 5Y*
- -11.16%
- 10Y*
- -5.82%
EQH vs. FUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EQH Equitable Holdings, Inc. | -6.30% | 3.17% | 45.04% | 19.63% | -10.17% | 31.00% | 6.52% | 53.13% | -14.75% |
FUN Cedar Fair, L.P. | 52.80% | -68.17% | 26.39% | -0.96% | -16.23% | 27.25% | -27.49% | 25.65% | -24.59% |
Correlation
The correlation between EQH and FUN is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since May 10, 2018 | 0.36 |
Fundamentals
EQH:
-$3.67
FUN:
-$16.06
EQH:
0.87
FUN:
0.82
EQH:
$11.32B
FUN:
$2.90B
EQH:
$6.96B
FUN:
$1.59B
EQH:
-$759.00M
FUN:
-$733.45M
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Return for Risk
EQH vs. FUN — Risk / Return Rank
EQH
FUN
EQH vs. FUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Equitable Holdings, Inc. (EQH) and Cedar Fair, L.P. (FUN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EQH | FUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 0.98 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | -0.43 | +0.01 |
| Martin ratioReturn relative to average drawdown | -0.82 | -0.66 | -0.16 |
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Drawdowns
EQH vs. FUN - Drawdown Comparison
The maximum EQH drawdown since its inception was -61.33%, smaller than the maximum FUN drawdown of -77.75%. Use the drawdown chart below to compare losses from any high point for EQH and FUN.
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Drawdown Indicators
| EQH | FUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.33% | -77.75% | +16.42% |
Max Drawdown (1Y)Largest decline over 1 year | -35.85% | -61.05% | +25.20% |
Max Drawdown (3Y)Largest decline over 3 years | -35.85% | -77.74% | +41.89% |
Max Drawdown (5Y)Largest decline over 5 years | -35.85% | -77.74% | +41.89% |
Max Drawdown (10Y)Largest decline over 10 years | — | -77.75% | — |
Current DrawdownCurrent decline from peak | -19.51% | -59.33% | +39.82% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -19.87% | +7.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.23% | 39.79% | -21.56% |
Volatility
EQH vs. FUN - Volatility Comparison
The current volatility for Equitable Holdings, Inc. (EQH) is 9.41%, while Cedar Fair, L.P. (FUN) has a volatility of 15.26%. This indicates that EQH experiences smaller price fluctuations and is considered to be less risky than FUN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQH | FUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.41% | 15.26% | -5.85% |
Volatility (6M)Calculated over the trailing 6-month period | 25.38% | 44.94% | -19.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.86% | 66.85% | -34.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.05% | 44.02% | -10.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.75% | 45.15% | -6.40% |
Dividends
EQH vs. FUN - Dividend Comparison
EQH's dividend yield for the trailing twelve months is around 2.52%, while FUN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQH Equitable Holdings, Inc. | 2.52% | 2.20% | 1.99% | 2.58% | 2.72% | 2.17% | 2.58% | 2.34% | 1.56% | 0.00% | 0.00% | 0.00% |
FUN Cedar Fair, L.P. | 0.00% | 0.00% | 4.42% | 3.02% | 1.45% | 0.00% | 2.38% | 6.69% | 7.60% | 5.32% | 5.19% | 5.51% |
Financials
EQH vs. FUN - Financials Comparison
This section allows you to compare key financial metrics between Equitable Holdings, Inc. and Cedar Fair, L.P.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
EQH and FUN have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FUN has higher volatility (15.26%) compared to EQH (9.41%). In terms of maximum drawdown, EQH dropped -61.33% vs FUN's -77.75%.
FUN currently has the higher Sharpe Ratio (-0.39 vs -0.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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