(EQH) Axa Equitable Holdings - Performance 40.7% in 12m
EQH performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
83.69%
#4 in Peer-Group
Rel. Strength
81.81%
#1397 in Stock-Universe
Total Return 12m
40.68%
#2 in Peer-Group
Total Return 5y
225.43%
#3 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 14.6 |
| P/E Forward | 7.39 |
| High / Low | USD |
|---|---|
| 52 Week High | 56.10 USD |
| 52 Week Low | 36.27 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 67.83 |
| Buy/Sell Signal +-5 | -0.97 |
| Support / Resistance | Levels |
|---|---|
| Support | 53.9, 49.6, 47.5, 45.0, 40.5 |
| Resistance |
12m Total Return: EQH (40.7%) vs XLF (30%)
5y Drawdown (Underwater) Chart
Top Performer 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 | 5.18% | 5.08% | 5.25% |
| 3 Months | 24.07% | 20.75% | 24.13% |
| 12 Months | 40.68% | 29.97% | 14.15% |
| 5 Years | 225.43% | 148.72% | 111.83% |
| Trend Score (consistency of price movement) | EQH | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 56% | 64.2% | 81% |
| 3 Months | 88.3% | 86% | 96.9% |
| 12 Months | 86.4% | 78% | 44.9% |
| 5 Years | 73.1% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th56.25 | 0.09% | -0.07% |
| 3 Month | %th75.00 | 2.75% | -0.05% |
| 12 Month | %th81.25 | 8.24% | 23.24% |
| 5 Years | %th87.50 | 30.84% | 53.63% |
FAQs
Does Axa Equitable Holdings (EQH) outperform the market?
Yes,
over the last 12 months EQH made 40.68%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.97%.
Over the last 3 months EQH made 24.07%, while XLF made 20.75%.
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 | -2.2% | -0.1% | 8.1% | 27% |
| US NASDAQ 100 | QQQ | -2% | -0.1% | 7.5% | 28% |
| German DAX 40 | DAX | -0.1% | 6.6% | -4% | 12% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.1% | 1.9% | 4.7% | 21% |
| Hongkong Hang Seng | HSI | -1.8% | -0.9% | -11.3% | 2% |
| India NIFTY 50 | INDA | -0.4% | 1.7% | 7.8% | 42% |
| Brasil Bovespa | EWZ | -4.7% | -3.6% | -16.9% | 31% |
EQH vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.9% | -0.7% | 4% | 16% |
| Consumer Discretionary | XLY | -1.7% | 2% | 15.8% | 23% |
| Consumer Staples | XLP | -2.5% | 4.5% | 6.5% | 32% |
| Energy | XLE | -2.6% | -1.9% | 12.2% | 41% |
| Financial | XLF | -2.9% | 0.1% | 3.2% | 11% |
| Health Care | XLV | -1.7% | 3% | 15.5% | 45% |
| Industrial | XLI | -2.3% | 1% | 0.3% | 16% |
| Materials | XLB | -4.5% | 0.9% | 3.6% | 35% |
| Real Estate | XLRE | -2.2% | 4.2% | 8.4% | 28% |
| Technology | XLK | -3% | -3.5% | 5.8% | 30% |
| Utilities | XLU | -1.2% | 3.4% | 4.9% | 18% |
| Aerospace & Defense | XAR | -0.1% | -1.9% | -10.5% | -9% |
| Biotech | XBI | -3.2% | 1.8% | 21.3% | 48% |
| Homebuilder | XHB | -4.7% | -1.8% | 15.3% | 35% |
| Retail | XRT | -4.8% | 0.2% | 12.4% | 29% |
EQH vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.1% | -3.26% | 16.5% | 48% |
| Natural Gas | UNG | 7.3% | 15% | 24.9% | 43% |
| Gold | GLD | -2.5% | 6.4% | -12.5% | 2% |
| Silver | SLV | -3.3% | -1.7% | -9.2% | 23% |
| Copper | CPER | -1.3% | 0.6% | -9% | 30% |
EQH vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.4% | 4.1% | 11.5% | 43% |
| iShares High Yield Corp. Bond | HYG | -1% | 3.6% | 9.2% | 31% |