Equus Total Return, Inc. (EQS)
1.73 -0.01 (-0.57%) USD | NYSE | Dec 11, 16:00 1.67 -0.06 (-3.47%) Pre-Market: 20:00 - Quote
- Performance
- Allocations
- Holdings
- Holdings Overlap
- Attribution
- Correlation Matrix
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Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
| -- | -- | -- | 5102.90 |
| 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 |
| Broad Asset Class | -- |
| Broad Category | -- |
| Global Peer Group | -- |
| Peer Group | -- |
| Global Macro | -- |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | -- |
| 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 YTD Equus Total Return, Inc. -18.33% -6.89% 18.36% 10.14% -39.89% 1.41% -24.14% 57.27% S&P 500 Total Return -4.38% 31.49% 18.40% 28.71% -18.11% 26.29% 25.02% 18.77% Oxford Square Capital Corp. 26.97% -4.30% -32.11% 47.24% -14.36% 8.99% -1.74% -11.82% Prospect Capital Corp. 4.08% 13.79% -3.48% 70.10% -8.58% -4.05% -18.10% -28.73% New Mountain Finance Corp. 2.74% 20.56% -6.84% 31.99% -0.52% 15.77% -0.16% -6.33% Netcapital, Inc. -69.23% 516.7% -34.59% 54.96% -90.00% -85.85% -86.00% -49.04% As of December 12, 2025.
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 |
| Broad Asset Class | -- |
| Broad Category | -- |
| Global Peer Group | -- |
| Peer Group | -- |
| Global Macro | -- |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | -- |
| Broad Asset Class Benchmark Index |
| ^SPXTR | 100.0% |
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