EQH returns by year
Equitable Holdings Inc. has returned +14.5% annually (CAGR) since 2019. Calendar-year, monthly and weekly total returns for Equitable Holdings Inc. (EQH) below, through August 6, 2026 — the most recent year is year-to-date.
Equitable Holdings Inc. returns by year (2019–2026)#
Calendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return).
| Year | Start price | End price | Path | Dividend | Total return |
|---|---|---|---|---|---|
| 2026YTD | $47.65 | $52.17 | +2.3% | +11.7% | |
| 2025 | $47.17 | $47.65 | +2.1% | +3.2% | |
| 2024 | $33.30 | $47.17 | +3.4% | +45.0% | |
| 2023 | $28.70 | $33.30 | +3.6% | +19.6% | |
| 2022 | $32.79 | $28.70 | +2.3% | -10.2% | |
| 2021 | $25.59 | $32.79 | +2.8% | +31.0% | |
| 2020 | $24.78 | $25.59 | +3.2% | +6.5% | |
| 2019 | $16.63 | $24.78 | +4.1% | +53.1% |
Total return by period
Methodology#
Returns are total returns (dividends reinvested), computed from EQH's split- and dividend-adjusted closes. The bar chart switches between annual and monthly periods. Annualized return is the compound annual growth rate over the full period. The current year is year-to-date. See also the periodic table of returns. Past performance does not predict future returns; not investment advice.
See also: S&P 500 · Nasdaq-100 · Dow Jones · Russell 2000 · US Bond Market · Gold · Silver · Bitcoin · Ethereum
FAQ
- What is Equitable Holdings Inc.'s average annual return?
- Since 2019, Equitable Holdings Inc. (EQH) has returned about 14.5% a year (the compound annual growth rate) and an average calendar-year return of 21.2%.
- What were Equitable Holdings Inc.'s best and worst years?
- Over 2019–2026, the best year was 2019 (+53.1%) and the worst was 2022 (-10.2%).
- How often is Equitable Holdings Inc. up in a year?
- 6 of the 7 full years since 2019 were positive — about 86% of the time.