Equitable Holdings, Inc. (EQH) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$13,825
Total Return
38.25%
CAGR
6.69%
Dividends
$1,508.80
Yield on Cost
15.09%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.02% |
| Median | +0.98% |
| Best | +28.18% |
| Worst | -28.07% |
| % of Windows Positive | 54.9% |
1-Year (252 Trading Days)
| Average | +16.15% |
| Median | +6.29% |
| Best | +93.66% |
| Worst | -33.42% |
| % of Windows Positive | 59.5% |
3-Year (756 Trading Days)
| Average | +67.68% |
| Median | +64.38% |
| Best | +130.02% |
| Worst | +24.49% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -36.10% |
| Average Drawdown | -12.16% |
| Drawdown Duration | 233 Trading Days (Unrecovered) |
| Sortino Ratio | 0.51 |
| Calmar Ratio | 0.19 |
| CVaR (5%) | -4.82% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -15.42% (-32.79% ann.) | $1542.33 | $119.96 | $23.99 | $0.19 |
| 2025 | +2.72% | +$271.79 | $223.94 | $44.79 | $0.36 |
| 2024 | +44.32% | +$4432.49 | $284.42 | $56.88 | $0.45 |
| 2023 | +18.84% | +$1884.42 | $302.35 | $60.47 | $0.48 |
| 2022 | -10.68% | $1067.64 | $239.67 | $47.93 | $0.38 |
| 2021 | +30.44% | +$3043.55 | $279.34 | $55.87 | $0.44 |
| 2020 | +5.90% | +$590.20 | $269.08 | $53.82 | $0.43 |
| 2019 | +52.29% | +$5228.76 | $351.74 | $70.35 | $0.56 |
| 2018 partial | -17.43% (-25.75% ann.) | $1742.99 | $128.12 | $25.62 | $0.20 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | May 10, 2018 – February 19, 2020 | +36.91% | +19.31% | +$3690.78 | $418.55 | $83.71 | $0.66 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -61.38% | -100.00% | $6137.56 | $55.25 | $11.05 | $0.09 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +70.67% | +136.34% | +$7066.77 | $254.26 | $50.85 | $0.41 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +36.47% | +34.31% | +$3647.08 | $367.56 | $73.52 | $0.58 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -5.57% | -5.90% | $556.66 | $185.25 | $37.05 | $0.29 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +38.23% | +19.08% | +$3822.61 | $574.52 | $114.90 | $0.90 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -0.53% | -0.31% | $52.80 | $455.53 | $91.10 | $0.74 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2018-08-22 | $0.1300 | 0.57% |
| 2018-11-23 | $0.1300 | 0.66% |
| 2019-03-04 | $0.1300 | 0.64% |
| 2019-05-31 | $0.1500 | 0.70% |
| 2019-08-21 | $0.1500 | 0.74% |
| 2019-11-15 | $0.1500 | 0.64% |
| 2020-03-06 | $0.1500 | 0.74% |
| 2020-05-29 | $0.1700 | 0.87% |
| 2020-08-10 | $0.1700 | 0.79% |
| 2020-11-20 | $0.1700 | 0.69% |
| 2021-03-03 | $0.1700 | 0.56% |
| 2021-05-27 | $0.1800 | 0.56% |
| 2021-08-12 | $0.1800 | 0.55% |
| 2021-11-26 | $0.1800 | 0.53% |
| 2022-02-25 | $0.1800 | 0.56% |
| 2022-05-26 | $0.2000 | 0.68% |
| 2022-08-05 | $0.2000 | 0.70% |
| 2022-11-25 | $0.2000 | 0.64% |
| 2023-02-24 | $0.2000 | 0.64% |
| 2023-06-02 | $0.2200 | 0.88% |
| 2023-08-04 | $0.2200 | 0.77% |
| 2023-11-24 | $0.2200 | 0.75% |
| 2024-02-23 | $0.2200 | 0.64% |
| 2024-06-03 | $0.2400 | 0.58% |
| 2024-08-06 | $0.2400 | 0.65% |
| 2024-11-26 | $0.2400 | 0.49% |
| 2025-03-05 | $0.2400 | 0.47% |
| 2025-06-02 | $0.2700 | 0.51% |
| 2025-08-05 | $0.2700 | 0.53% |
| 2025-11-24 | $0.2700 | 0.60% |
| 2026-03-04 | $0.2700 | 0.69% |
| 2026-06-01 | $0.3000 | 0.73% |
| Total | 32 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-12 | $56.52 | $11.30 | $0.09 | 1.3970 |
| 2021-11-26 | $56.77 | $11.36 | $0.09 | 1.3967 |
| 2022-02-25 | $57.02 | $11.40 | $0.09 | 1.3757 |
| 2022-05-26 | $63.63 | $12.73 | $0.10 | 1.6794 |
| 2022-08-05 | $63.97 | $12.79 | $0.10 | 1.8026 |
| 2022-11-25 | $64.33 | $12.86 | $0.10 | 1.6455 |
| 2023-02-24 | $64.65 | $12.93 | $0.10 | 1.6466 |
| 2023-06-02 | $71.48 | $14.30 | $0.11 | 2.2163 |
| 2023-08-04 | $71.97 | $14.39 | $0.11 | 2.0140 |
| 2023-11-24 | $72.41 | $14.48 | $0.11 | 1.9698 |
| 2024-02-23 | $72.85 | $14.57 | $0.11 | 1.6770 |
| 2024-06-03 | $79.87 | $15.97 | $0.13 | 1.5512 |
| 2024-08-06 | $80.24 | $16.05 | $0.13 | 1.6877 |
| 2024-11-26 | $80.64 | $16.13 | $0.13 | 1.3328 |
| 2025-03-05 | $80.97 | $16.19 | $0.13 | 1.2377 |
| 2025-06-02 | $91.42 | $18.29 | $0.14 | 1.3850 |
| 2025-08-05 | $91.80 | $18.36 | $0.15 | 1.4390 |
| 2025-11-24 | $92.19 | $18.44 | $0.15 | 1.6165 |
| 2026-03-04 | $92.62 | $18.53 | $0.15 | 1.8423 |
| 2026-06-01 | $103.46 | $20.69 | $0.17 | 2.0382 |
| Total | $1508.80 | $301.75 | $2.40 | 32.9511 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.