Equus Total Return, Inc. (EQS)
1.415 -0.11 (-6.92%) USD | NYSE | Dec 31, 16:00 1.40 -0.01 (-1.05%) After-Hours: 20:00 - Quote
- Performance
- Allocations
- Holdings
- Holdings Overlap
- Attribution
- Correlation Matrix
- Fundamental Chart
- Scatter Plot
- Tech Chart
- Stress Test
- ESG
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Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
| -- | -- | -- | 17371.10 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | -- | -- | Upgrade |
Basic Info
| General |
| Security Type | Closed-End Fund |
| Equity Style | Small Cap Core |
| Broad Asset Class | -- |
| Broad Category | -- |
| Global Peer Group | Equity US |
| Peer Group | Diversified Equity Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Equus Total Return Inc |
| Broad Asset Class Benchmark Index |
| ^SPXTR | 100.0% |
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Performance Versus Peer Group
View More Performance 20% 15% 10% 5% 0 View Category Returns. Upgrade now. Name 1M 3M YTD 1Y 3Y 5Y 10Y 15Y
Total Return (Price) -- -- -- -- -- -- -- --
Total Return (NAV) -- -- -- -- -- -- -- --
Peer Group Rtn. (NAV) -- -- -- -- -- -- -- --
% Rank in Peer Group (NAV) -- -- -- -- -- -- -- --
Annual Total Returns Versus Peers
Loading chart... Name 2018 2019 2020 2021 2022 2023 2024 2025 Equus Total Return, Inc. -18.33% -6.89% 18.36% 10.14% -39.89% 1.41% -24.14% 28.62% S&P 500 Total Return -4.38% 31.49% 18.40% 28.71% -18.11% 26.29% 25.02% 17.88% As of January 01, 2026.
Asset Allocation
| Type | % Net |
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
No Data Available View Asset Allocation Start Trial
Basic Info
| General |
| Security Type | Closed-End Fund |
| Equity Style | Small Cap Core |
| Broad Asset Class | -- |
| Broad Category | -- |
| Global Peer Group | Equity US |
| Peer Group | Diversified Equity Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Equus Total Return Inc |
| Broad Asset Class Benchmark Index |
| ^SPXTR | 100.0% |
View Basic Info Start Trial
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