Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQS (Equus Total Return, Inc.) | -2.84% | 7.03% | -4.24% | -6.33% | -2.25% | -4.13% | -6.45% | … | … |
Data as of 06/04/2026, Common starting date is 09/11/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQS (Equus Total Return, Inc.) | 09/11/1992 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.52 | 7.03 | -4.24 | -6.33 | -2.25 | -4.13 | -6.45 | … | … | -2.84 | 50.91 | -24.14 | 1.40 | -39.92 | 10.19 | 18.68 | -7.14 | -18.33 | 19.40 | 12.29 | -14.76 | 5.53 | -15.68 | 5.36 | -10.40 | -21.88 | -10.56 | -25.05 | -21.06 | 27.64 | 15.82 | 2.86 | 45.26 | -14.76 | -10.35 | -9.18 | -36.05 | -29.51 | 41.86 | 21.70 | 2.91 | -11.21 | 46.84 | -30.09 |
| Sharpe Ratio | NA | 0.48 | -0.13 | -0.16 | -0.08 | NA | NA | … | … | -0.04 | 0.73 | -0.68 | -0.07 | -0.72 | 0.22 | 0.24 | -0.21 | -0.85 | 0.59 | 0.39 | -0.45 | 0.16 | -0.48 | 0.14 | -0.24 | -0.62 | -0.22 | -0.49 | -1.01 | 1.26 | 1.07 | 0.12 | 2.21 | -1.13 | -0.91 | -1.02 | -1.16 | -1.50 | 1.30 | 0.72 | -0.04 | -0.65 | 1.42 | -1.24 |
| Standard Deviation(%) | NA | 60.33 | 55.59 | 52.71 | 49.39 | NA | NA | … | … | 62.13 | 67.25 | 45.62 | 40.57 | 57.17 | 45.54 | 75.09 | 39.92 | 23.15 | 31.99 | 31.20 | 32.52 | 33.98 | 32.79 | 38.20 | 43.52 | 35.65 | 49.18 | 52.32 | 23.81 | 19.46 | 12.77 | 16.23 | 20.17 | 14.08 | 14.16 | 13.04 | 33.91 | 21.81 | 29.44 | 25.03 | 24.87 | 21.80 | 31.32 | 57.38 |
| Draw Down(%) | NA | 55.02 | 55.02 | 71.64 | 73.74 | NA | NA | … | … | 41.97 | 43.48 | 38.10 | 22.86 | 48.71 | 25.46 | 49.74 | 24.24 | 22.86 | 24.58 | 18.99 | 30.00 | 20.56 | 30.42 | 16.67 | 37.67 | 42.00 | 53.96 | 45.38 | 32.86 | 13.79 | 8.26 | 14.34 | 9.95 | 18.79 | 21.79 | 15.48 | 37.74 | 44.64 | 20.47 | 23.08 | 18.11 | 29.17 | 18.18 | 52.21 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.23 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.25 | 9.80 | 5.88 | 29.17 | 0.00 | 7.06 | 21.49 | 0.00 | 1.24 | 5.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/11/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQS (Equus Total Return, Inc.) |
-31.08%
Mar 1998 – Mar 2001 |
-23.59%
Mar 1998 – Mar 2003 |
-11.54%
Feb 2006 – Feb 2016 |
-10.44%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQS (Equus Total Return, Inc.) |
32.16%
Mar 1995 – Mar 1998 |
24.30%
Mar 1993 – Mar 1998 |
2.61%
Jan 2012 – Jan 2022 |
3.42%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart