Seasonality
EQH seasonality — Equitable Holdings
Over the last 9 years, EQH's strongest month on average has been April (+5.7%) and its weakest March (-5.4%).
Average return by month
Month-by-month statistics
| Month | Avg | Median | Up % | Best | Worst | Yrs |
|---|---|---|---|---|---|---|
| Jan | +3.81% | +0.38% | 50% | +15.4% | -3.2% | 8 |
| Feb | -0.11% | -0.46% | 50% | +19.3% | -13.3% | 8 |
| Mar | -5.43% | -5.34% | 38% | +11.0% | -32.5% | 8 |
| Apr | +5.72% | +3.65% | 62% | +26.8% | -6.7% | 8 |
| May | +0.61% | +1.15% | 50% | +12.4% | -9.4% | 8 |
| Jun | +0.24% | +0.94% | 56% | +10.7% | -14.3% | 9 |
| Jul | +4.80% | +6.70% | 89% | +9.1% | -8.5% | 9 |
| Aug | +1.36% | +3.57% | 78% | +5.2% | -7.6% | 9 |
| Sep | -3.84% | -4.42% | 22% | +6.7% | -13.9% | 9 |
| Oct | +4.77% | +5.03% | 56% | +17.8% | -6.4% | 9 |
| Nov | +5.45% | +5.02% | 62% | +18.1% | -6.1% | 8 |
| Dec | -1.44% | +0.49% | 62% | +8.5% | -15.5% | 8 |
Monthly returns heat map — EQH
price return, %| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.6 | -13.3 | -7.7 | 13.7 | -2.0 | 6.1 | 8.6 | 5.2 | 2.3 | 5.0 | -2.2 | +10.5% | |
| 2025 | 15.4 | 1.1 | -5.3 | -5.1 | 6.9 | 6.1 | -8.5 | 3.7 | -4.7 | -2.7 | -5.5 | 2.1 | +1.0% |
| 2024 | -1.8 | 4.7 | 11.0 | -2.9 | 12.4 | -1.5 | 6.7 | -2.5 | -1.1 | 7.9 | 6.4 | -2.2 | +41.6% |
| 2023 | 11.7 | -2.0 | -19.2 | 2.4 | -5.6 | 10.7 | 5.6 | 0.4 | -1.4 | -6.4 | 15.5 | 8.5 | +16.0% |
| 2022 | 2.6 | -2.9 | -5.4 | -6.7 | 5.5 | -14.3 | 9.1 | 4.6 | -11.4 | 16.2 | 3.7 | -9.6 | -12.5% |
| 2021 | -3.2 | 19.3 | 10.3 | 4.9 | -7.2 | -4.1 | 1.4 | 0.5 | -4.4 | 13.0 | -6.1 | 4.2 | +28.1% |
| 2020 | -3.1 | -10.9 | -32.5 | 26.8 | 4.3 | 0.9 | 6.1 | 3.6 | -13.9 | 17.8 | 18.1 | 0.8 | +3.3% |
| 2019 | 11.5 | 3.1 | 5.3 | 12.7 | -9.4 | 1.7 | 7.6 | -7.6 | 6.7 | -2.5 | 14.5 | 0.2 | +49.0% |
| 2018 | -3.5 | 6.7 | 4.4 | -6.5 | -5.4 | -3.0 | -15.5 |