EQH trailing returns
How Equitable Holdings Inc. (EQH) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through August 6, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-08-06. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +1.7% | |
| 1 week | — | +7.4% | |
| 1 month | — | +14.9% | |
| YTD | — | +11.7% | |
| 1 year | +5.2% | +5.2% | |
| 5 years | +13.4% | +87.7% | |
| Since inception (2018) | +15.0% | +217.4% |
Growth of EQH#
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-08-06). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from EQH's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. 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 return since inception?
- Since 2018, Equitable Holdings Inc. (EQH) has compounded at about +15.0% a year — +217.4% in total.