EQH return calculator
Your investment#
Key dates
Start at a well-known dateRecentMarket topsMarket bottomsEventsKey dates
End at a well-known dateMarket topsMarket bottomsEventsOr drag the slider to set start and end dates
2018 to today, log scaleResult#
$1,000 invested in EQH on May 10, 2018 was worth $3,208 on November 6, 2026, with dividends reinvested.
That’s 14.7% a year compounded (CAGR) over 8 years, 6 months: 3.2 times your money.
Over the same dates the same $1,000 would be worth $3,074 in the S&P 500 and $4,089 in the Nasdaq-100: EQH beat the S&P 500 but trailed the Nasdaq-100.
How this period ranks#
These dates cover the whole record, so there is no other period this long to compare.
Growth of $1,000 in EQH, May 10, 2018 to November 6, 2026#
How far EQH was below its previous high. The biggest fall: −61.3% from Feb 20, 2020 to Mar 23, 2020, back to the high by Nov 24, 2020.
Your one buy. $1,000 on May 10, 2018, worth $3,208 on November 6, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on November 6, 2026, by start date#
Each point is the same amount invested that day and held to November 6, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in EQH, by year#
Data provided bySource: Twelve DataStarted on each year's first close and held to Nov 6, 2026, dividends reinvested.
| Started | Worth Nov 6, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2018 | $3,208 | 3.2× | 14.7% |
| 2019 | $3,928 | 3.9× | 19.1% |
| 2020 | $2,519 | 2.5× | 14.5% |
| 2021 | $2,460 | 2.5× | 16.7% |
| 2022 | $1,787 | 1.8× | 12.7% |
| 2023 | $2,026 | 2.0× | 20.2% |
| 2024 | $1,697 | 1.7× | 20.4% |
| 2025 | $1,152 | 1.2× | 8.0% |
| 2026 | $1,120 | 1.1× | — |
Methodology#
A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. EQH data begins May 10, 2018; values as of November 6, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.
See the live EQH chart and fundamentals on the EQH quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in EQH be worth today?
- $1,000 invested in EQH on May 10, 2018 would be worth $3,208 on November 6, 2026, with dividends reinvested — 14.7% a year compounded (CAGR).
- How far back does the EQH calculator go?
- EQH data begins May 10, 2018, with a close every session. Pick any start and end date in that span — 8 years, 6 months of history.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.