Overview Performance Dividends Peer Group Options

(EQH) Axa Equitable Holdings - Performance 31.7% in 12m

EQH performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 82.50%
#3 in Peer-Group
Rel. Strength 79.40%
#1568 in Stock-Universe
Total Return 12m 31.69%
#3 in Peer-Group
Total Return 5y 182.36%
#4 in Peer-Group
P/E Value
P/E Trailing 14.8
P/E Forward 7.52
High / Low USD
52 Week High 55.14 USD
52 Week Low 36.27 USD
Sentiment Value
VRO Trend Strength +-100 11.91
Buy/Sell Signal +-5 -1.43
Support / Resistance Levels
Support 49.6, 47.5, 45.0, 40.5
Resistance 53.9
12m Total Return: EQH (31.7%) vs XLF (23.7%)
Total Return of Axa Equitable Holdings versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (EQH) Axa Equitable Holdings - Performance 31.7% in 12m

Top Performer in Diversified Financial Services

Short Term Performance

Symbol 1w 1m 3m
EQH -5.44% -1.84% -0.74%
IX 0.42% 5.26% 2.27%
ALRS -2.60% -5.84% 13.7%
KBCA -4.70% -3.43% 5.57%

Long Term Performance

Symbol 6m 12m 5y
EQH 10.1% 31.7% 182%
KBCA 23.7% 38.9% 195%
ALRS -2.38% 16.8% 20.9%
CPAY -9.64% 28.2% 24.9%

Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating

Symbol 1m 12m 5y P/E P/E Forward PEG EPS Stability EPS CAGR
VOYA NYSE
Voya Financial		 -3.15% -4.99% 52.5% 12.5 8.56 1.19 -9.20% -18.3%
CPAY NYSE
Corpay		 -6.9% 28.2% 24.9% 22.6 15.3 1.18 78.9% 10.3%

Performance Comparison: EQH vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for EQH
Total Return (including Dividends) EQH XLF S&P 500
1 Month -1.84% -2.57% 1.11%
3 Months -0.74% 2.14% 5.58%
12 Months 31.69% 23.72% 10.51%
5 Years 182.36% 127.03% 109.12%

Trend Score (consistency of price movement) EQH XLF S&P 500
1 Month 33.1% -20.6% 69.9%
3 Months 39.1% 63.2% 69.3%
12 Months 86.4% 79.3% 43.2%
5 Years 73.2% 75.2% 84.1%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #4 0.75% -2.92%
3 Month #6 -2.82% -5.98%
12 Month #4 6.44% 19.17%
5 Years #5 24.37% 35.03%

FAQs

Does Axa Equitable Holdings (EQH) outperform the market?

Yes, over the last 12 months EQH made 31.69%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.72%. Over the last 3 months EQH made -0.74%, while XLF made 2.14%.

Performance Comparison EQH vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

EQH vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -5% -3% 11.1% 21%
US NASDAQ 100 QQQ -4.7% -3.3% 11.9% 22%
German DAX 40 DAX -2.8% -1.1% -5.2% 2%
Shanghai Shenzhen CSI 300 CSI 300 -4.7% -0.9% 9.3% 20%
Hongkong Hang Seng HSI -5.5% -6.9% -7.9% 4%
India NIFTY 50 INDA -3.3% -0.5% 12.2% 33%
Brasil Bovespa EWZ -7.3% -2.3% -9.1% 23%

EQH vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -4.6% -3.3% 8.3% 9%
Consumer Discretionary XLY -4.4% -0% 21% 14%
Consumer Staples XLP -4.7% -1.6% 9.7% 25%
Energy XLE -10.9% -4.8% 7.5% 29%
Financial XLF -3.4% 0.7% 8.3% 8%
Health Care XLV -6.9% -6.2% 11.6% 37%
Industrial XLI -4% -2.2% 5.6% 14%
Materials XLB -4.3% -3.2% 10.4% 32%
Real Estate XLRE -5.5% -2.8% 10.1% 19%
Technology XLK -5.3% -3.9% 10.7% 27%
Utilities XLU -6.4% -2.4% 2.8% 10%
Aerospace & Defense XAR -4% -7.6% -5.8% -11%
Biotech XBI -4.6% -9.6% 21.9% 39%
Homebuilder XHB -3.4% 3.2% 26.6% 41%
Retail XRT -1.1% -1.7% 19.1% 31%

EQH vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -16.8% -20.5% 1.29% 29%
Natural Gas UNG -4.2% 0.8% -7.1% 46%
Gold GLD -8.6% -8% -19% -16%
Silver SLV -4.2% -13.2% -8.5% 9%
Copper CPER -2.5% -3.6% -3.8% 23%

EQH vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -6.5% -2.5% 12.6% 36%
iShares High Yield Corp. Bond HYG -5.5% -2.4% 7.5% 23%