FUN vs. EQH
FUN (Cedar Fair, L.P.) and EQH (Equitable Holdings, Inc.) are both stocks. FUN operates in Leisure (Consumer Cyclical), while EQH operates in Insurance - Diversified (Financial Services). Over the past 5 years, FUN returned -11.16%/yr vs 9.89%/yr for EQH. At a 0.36 correlation, their price movements are largely independent.
Performance
FUN vs. EQH - Performance Comparison
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Returns By Period
In the year-to-date period, FUN achieves a 52.80% return, which is significantly higher than EQH's -6.30% return.
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
- 1D
- 0.94%
- 1M
- 4.14%
- YTD
- -6.30%
- 6M
- -7.48%
- 1Y
- -12.50%
- 3Y*
- 20.47%
- 5Y*
- 9.89%
- 10Y*
- —
FUN vs. EQH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FUN Cedar Fair, L.P. | 52.80% | -68.17% | 26.39% | -0.96% | -16.23% | 27.25% | -27.49% | 25.65% | -24.59% |
EQH Equitable Holdings, Inc. | -6.30% | 3.17% | 45.04% | 19.63% | -10.17% | 31.00% | 6.52% | 53.13% | -14.75% |
Correlation
The correlation between FUN and EQH 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
FUN:
-$16.06
EQH:
-$3.67
FUN:
0.82
EQH:
0.87
FUN:
$2.90B
EQH:
$11.32B
FUN:
$1.59B
EQH:
$6.96B
FUN:
-$733.45M
EQH:
-$759.00M
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Return for Risk
FUN vs. EQH — Risk / Return Rank
FUN
EQH
FUN vs. EQH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cedar Fair, L.P. (FUN) and Equitable Holdings, Inc. (EQH). 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.
| FUN | EQH | 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 | 0.98 | 0.94 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | -0.42 | -0.01 |
| Martin ratioReturn relative to average drawdown | -0.66 | -0.82 | +0.16 |
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Drawdowns
FUN vs. EQH - Drawdown Comparison
The maximum FUN drawdown since its inception was -77.75%, which is greater than EQH's maximum drawdown of -61.33%. Use the drawdown chart below to compare losses from any high point for FUN and EQH.
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Drawdown Indicators
| FUN | EQH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.75% | -61.33% | -16.42% |
Max Drawdown (1Y)Largest decline over 1 year | -61.05% | -35.85% | -25.20% |
Max Drawdown (3Y)Largest decline over 3 years | -77.74% | -35.85% | -41.89% |
Max Drawdown (5Y)Largest decline over 5 years | -77.74% | -35.85% | -41.89% |
Max Drawdown (10Y)Largest decline over 10 years | -77.75% | — | — |
Current DrawdownCurrent decline from peak | -59.33% | -19.51% | -39.82% |
Average DrawdownAverage peak-to-trough decline | -19.87% | -12.12% | -7.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 39.79% | 18.23% | +21.56% |
Volatility
FUN vs. EQH - Volatility Comparison
Cedar Fair, L.P. (FUN) has a higher volatility of 15.26% compared to Equitable Holdings, Inc. (EQH) at 9.41%. This indicates that FUN's price experiences larger fluctuations and is considered to be riskier than EQH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FUN | EQH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.26% | 9.41% | +5.85% |
Volatility (6M)Calculated over the trailing 6-month period | 44.94% | 25.38% | +19.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 66.85% | 31.86% | +34.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.02% | 33.05% | +10.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.15% | 38.75% | +6.40% |
Dividends
FUN vs. EQH - Dividend Comparison
FUN has not paid dividends to shareholders, while EQH's dividend yield for the trailing twelve months is around 2.52%.
| 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
FUN vs. EQH - Financials Comparison
This section allows you to compare key financial metrics between Cedar Fair, L.P. and Equitable Holdings, Inc.. 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
FUN and EQH 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, FUN dropped -77.75% vs EQH's -61.33%.
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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