(EQH) Axa Equitable Holdings - Performance 42.8% in 12m
Compare EQH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
88.21%
#5 in Group
Rel. Strength
89.24%
#829 in Universe
Total Return 12m
42.75%
#2 in Group
Total Return 5y
357.56%
#2 in Group
12m Total Return: EQH (42.8%) vs XLF (20.6%)
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
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| CPAY NYSE Corpay |
-3.81% | 15.1% | 90.5% | 25.6 | 17 | 1.18 | 83.8% | 12.5% |
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 | -3.25% | -3.50% | -3.62% |
| 3 Months | 10.28% | 3.57% | -3.76% |
| 12 Months | 42.75% | 20.61% | 8.80% |
| 5 Years | 357.56% | 178.11% | 143.09% |
| Trend Score (consistency of price movement) | EQH | XLF | S&P 500 |
| 1 Month | 68.2% | 50.4% | -17.5% |
| 3 Months | 29.8% | 3.2% | -55.3% |
| 12 Months | 93.6% | 93.1% | 84.8% |
| 5 Years | 73.1% | 75.2% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #8 | 0.26% | 0.38% |
| 3 Month | #4 | 6.48% | 14.6% |
| 12 Month | #2 | 18.4% | 31.2% |
| 5 Years | #3 | 64.5% | 88.2% |
FAQs
Does EQH Axa Equitable Holdings outperforms the market?
Yes,
over the last 12 months EQH made 42.75%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.61%.
Over the last 3 months EQH made 10.28%, while XLF made 3.57%.
Over the last 3 months EQH made 10.28%, while XLF made 3.57%.
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 | -1.18% | 0.37% | 27.3% | 34.0% |
| US NASDAQ 100 | QQQ | 0.51% | 1.51% | 28.1% | 35.9% |
| US Dow Jones Industrial 30 | DIA | -2.24% | -0.54% | 26.3% | 34.9% |
| German DAX 40 | DAX | -1.10% | -0.44% | 9.50% | 20.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.17% | -3.52% | 35.5% | 33.7% |
| Hongkong Hang Seng | HSI | -3.98% | -5.73% | 31.7% | 24.6% |
| India NIFTY 50 | INDA | -1.80% | -10.1% | 38.2% | 42.9% |
| Brasil Bovespa | EWZ | -2.64% | -11.5% | 33.9% | 54.0% |
EQH vs. Sectors EQH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.27% | 0.89% | 19.3% | 24.2% |
| Consumer Discretionary | XLY | -0.59% | 2.37% | 26.1% | 32.5% |
| Consumer Staples | XLP | -7.65% | -1.70% | 26.4% | 32.0% |
| Energy | XLE | -4.53% | -11.1% | 20.2% | 40.7% |
| Financial | XLF | -2.35% | 0.25% | 15.3% | 22.1% |
| Health Care | XLV | -2.37% | 0.55% | 32.2% | 43.3% |
| Industrial | XLI | -1.71% | -1.63% | 28.5% | 35.7% |
| Materials | XLB | -3.45% | -2.94% | 35.9% | 47.8% |
| Real Estate | XLRE | -5.06% | -0.10% | 30.6% | 31.2% |
| Technology | XLK | 1.04% | 1.47% | 31.8% | 42.5% |
| Utilities | XLU | -6.47% | -3.60% | 28.0% | 17.9% |
| Aerospace & Defense | XAR | 1.16% | -2.94% | 24.2% | 25.5% |
| Biotech | XBI | 6.54% | 5.44% | 46.8% | 59.3% |
| Homebuilder | XHB | -1.28% | -1.76% | 48.0% | 53.9% |
| Retail | XRT | -2.76% | -0.60% | 34.1% | 52.2% |