Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQGPF (Equitable Group Inc) | 9.47% | 27.40% | 21.63% | -4.68% | 8.84% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQGPF (Equitable Group Inc) | 01/07/2013 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 27.40 | 21.63 | -4.68 | 8.84 | NA | NA | … | … | 9.47 | 12.68 | 6.40 | 61.88 | -22.27 | -27.51 | -8.74 | 96.68 | -16.81 | 19.47 | 14.94 | -25.42 | 65.18 | 0.45 |
| Sharpe Ratio | NA | 0.98 | 0.67 | -0.16 | 0.16 | NA | NA | … | … | 1.04 | 0.34 | 0.10 | 1.60 | -0.60 | -0.33 | -0.11 | 3.43 | -0.63 | 0.39 | 0.47 | -1.24 | 1.33 | 0.93 |
| Standard Deviation(%) | NA | 28.02 | 29.79 | 44.46 | 46.77 | NA | NA | … | … | 27.29 | 29.42 | 26.57 | 36.85 | 39.63 | 82.72 | 82.53 | 27.73 | 29.15 | 48.59 | 31.34 | 20.52 | 48.88 | 0.46 |
| Draw Down(%) | NA | 23.05 | 23.05 | 73.40 | 73.40 | NA | NA | … | … | 12.13 | 23.05 | 18.76 | 21.78 | 45.02 | 56.96 | 61.13 | 6.42 | 24.66 | 41.87 | 18.79 | 25.89 | 0.01 | 0.00 |
| Yield(%) | 0.00 | 2.45 | 2.62 | 1.01 | 2.34 | 2.26 | 1.70 | … | … | 0.57 | 2.28 | 1.50 | 2.68 | 1.79 | 1.37 | 1.31 | 1.71 | 1.16 | 1.63 | 1.61 | 1.08 | 1.84 | 0.45 |
Data as of 06/03/2026, Common starting date is 01/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQGPF (Equitable Group Inc) |
-24.79%
Oct 2019 – Oct 2022 |
-5.09%
Mar 2015 – Mar 2020 |
2.18%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQGPF (Equitable Group Inc) |
41.78%
Jul 2018 – Jul 2021 |
27.39%
Oct 2016 – Oct 2021 |
10.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart