Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQH-PA (Equitable Holdings Inc) | 1.47% | 5.11% | 5.78% | 0.06% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/22/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQH-PA (Equitable Holdings Inc) | 11/22/2019 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 5.11 | 5.78 | 0.06 | NA | NA | NA | … | … | 1.47 | 5.22 | 1.75 | 20.82 | -24.66 | 4.56 | 7.83 | 5.03 |
| Sharpe Ratio | NA | 0.24 | 0.09 | -0.18 | NA | NA | NA | … | … | -0.45 | 0.21 | -0.15 | 0.74 | -1.25 | 0.58 | 0.09 | 10.95 |
| Standard Deviation(%) | NA | 9.70 | 13.64 | 16.35 | NA | NA | NA | … | … | 10.22 | 11.14 | 12.79 | 23.31 | 20.87 | 7.83 | 88.42 | 5.74 |
| Draw Down(%) | NA | 10.51 | 14.20 | 28.44 | NA | NA | NA | … | … | 7.44 | 10.51 | 12.42 | 18.46 | 27.39 | 4.99 | 61.76 | 0.76 |
| Yield(%) | 1.70 | 6.52 | 6.49 | 4.90 | 3.46 | 2.31 | 1.73 | … | … | 3.20 | 6.29 | 6.13 | 6.78 | 4.98 | 5.00 | 5.26 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQH-PA (Equitable Holdings Inc) |
-5.46%
Oct 2020 – Oct 2023 |
-0.27%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQH-PA (Equitable Holdings Inc) |
15.10%
Mar 2020 – Mar 2023 |
10.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart