(EQH) Axa Equitable Holdings - Performance 36.9% in 12m
Compare EQH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
84.16%
#3 in Group
Rel. Strength
85.39%
#1167 in Universe
Total Return 12m
36.94%
#2 in Group
Total Return 5y
230.63%
#1 in Group
P/E 13.3
67th Percentile in Group
P/E Forward 6.66
25th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -1.52%
70th Percentile in Group
12m Total Return: EQH (36.9%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified Financial Services
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
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 | -5.07% | -2.11% | -0.87% |
| 3 Months | -8.71% | -4.92% | -7.58% |
| 12 Months | 36.94% | 22.69% | 11.88% |
| 5 Years | 230.63% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | EQH | XLF | S&P 500 |
| 1 Month | 16.5% | 27.8% | 23% |
| 3 Months | -68.4% | -81% | -88.5% |
| 12 Months | 88.1% | 83.7% | 55.1% |
| 5 Years | 73.0% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #8 | -3.02% | -4.24% |
| 3 Month | #8 | -3.98% | -1.22% |
| 12 Month | #2 | 11.6% | 22.4% |
| 5 Years | #3 | 35.0% | 57.2% |
FAQs
Does EQH Axa Equitable Holdings outperforms the market?
Yes,
over the last 12 months EQH made 36.94%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months EQH made -8.71%, while XLF made -4.92%.
Over the last 3 months EQH made -8.71%, while XLF made -4.92%.
Performance Comparison EQH vs Indeces and Sectors
EQH vs. Indices EQH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.42% | -4.20% | 12.0% | 25.1% |
| US NASDAQ 100 | QQQ | -3.45% | -6.47% | 11.6% | 24.3% |
| US Dow Jones Industrial 30 | DIA | -1.48% | -1.89% | 12.1% | 27.7% |
| German DAX 40 | DAX | -1.19% | -6.39% | -7.54% | 12.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.54% | -2.25% | 15.0% | 31.0% |
| Hongkong Hang Seng | HSI | -1.43% | -5.13% | 10.1% | 23.1% |
| India NIFTY 50 | INDA | 0.42% | -9.13% | 11.7% | 33.9% |
| Brasil Bovespa | EWZ | -1.62% | -9.67% | 8.28% | 42.8% |
EQH vs. Sectors EQH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.67% | -4.02% | 5.85% | 13.0% |
| Consumer Discretionary | XLY | -2.50% | -4.97% | 9.47% | 23.6% |
| Consumer Staples | XLP | 1.08% | -5.27% | 6.67% | 25.7% |
| Energy | XLE | 2.06% | 8.79% | 17.8% | 48.0% |
| Financial | XLF | -1.03% | -2.96% | 4.38% | 14.3% |
| Health Care | XLV | -2.34% | -1.28% | 13.7% | 35.2% |
| Industrial | XLI | -2.84% | -5.18% | 11.3% | 27.4% |
| Materials | XLB | -1.81% | -2.64% | 19.4% | 40.5% |
| Real Estate | XLRE | -0.90% | -3.76% | 12.9% | 18.9% |
| Technology | XLK | -4.87% | -6.76% | 15.3% | 29.2% |
| Utilities | XLU | 0.42% | -5.13% | 9.86% | 15.1% |
| Aerospace & Defense | XAR | -3.37% | -11.5% | -1.55% | 10.4% |
| Biotech | XBI | -3.72% | -7.35% | 24.6% | 38.8% |
| Homebuilder | XHB | -1.73% | -2.80% | 26.8% | 44.0% |
| Retail | XRT | -0.85% | -4.51% | 17.6% | 39.7% |