Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQH (Equitable Holdings, Inc.) | -14.41% | -22.07% | 19.47% | 7.77% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQH (Equitable Holdings, Inc.) | 05/11/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | -22.07 | 19.47 | 7.77 | NA | NA | NA | … | … | -14.41 | 3.17 | 45.04 | 19.63 | -10.17 | 31.00 | 6.57 | 53.12 | -21.29 |
| Sharpe Ratio | NA | -0.75 | 0.55 | 0.16 | NA | NA | NA | … | … | -0.81 | 0.01 | 1.56 | 0.49 | -0.32 | 1.04 | 0.09 | 1.93 | -1.27 |
| Standard Deviation(%) | NA | 31.61 | 31.47 | 33.02 | NA | NA | NA | … | … | 37.93 | 35.24 | 26.51 | 33.15 | 36.75 | 29.78 | 70.60 | 26.75 | 25.85 |
| Draw Down(%) | NA | 35.85 | 35.85 | 35.85 | NA | NA | NA | … | … | 27.75 | 23.09 | 15.04 | 30.15 | 30.63 | 19.60 | 61.31 | 13.03 | 34.83 |
| Yield(%) | 0.73 | 2.10 | 3.94 | 2.91 | 3.00 | 2.00 | 1.50 | … | … | 1.19 | 2.20 | 2.84 | 3.01 | 2.34 | 2.87 | 2.65 | 3.53 | 1.22 |
Data as of 06/04/2026, Common starting date is 05/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQH (Equitable Holdings, Inc.) |
5.29%
Apr 2021 – Apr 2024 |
5.20%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQH (Equitable Holdings, Inc.) |
32.48%
Jun 2022 – Jun 2025 |
32.65%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart