Equitable Holdings (EQH) Total Return Calculator
$10,000 since May 2018, with and without reinvesting · data through Oct 2026
Since May 2018, $10,000 became $31,217 reinvested (14.5% a year), or $28,467 taking the dividends as cash, $3,256 of it paid out along the way.
EQH became
$31,217
S&P 500: $31,724
Return a year
14.5%
S&P 500: 14.7%
Payouts reinvested
$3,683
bought more shares
Worst drop
-41.3%
S&P 500: -23.9%
$10,000, May 2018 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | EQH total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +15.4% | $519 | +11.7% |
| 2025 | +3.2% | $626 | +17.7% |
| 2024 | +45.0% | $538 | +24.9% |
| 2023 | +19.6% | $491 | +26.2% |
| 2022 | −10.2% | $425 | −18.2% |
| 2021 | +31.0% | $358 | +28.7% |
| 2020 | +6.5% | $315 | +18.3% |
| 2019 | +53.1% | $283 | +31.2% |
| 2018 (part) | −21.2% | $128 | −6.4% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: EQH total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Equitable Holdings (EQH) at the end of May 2018, with dividends reinvested, was worth $31,217 at the end of Oct 2026: 14.5% a year, against $31,724 (14.7% a year) in the S&P 500.
- Over the 5 years to Oct 2026, EQH returned 12.8% a year with dividends reinvested (S&P 500: 12.0%).
- Taking EQH's dividends as cash instead of reinvesting them, the same $10,000 ended at $28,467, including $3,256 of cash received; reinvesting added $2,751.
- EQH's best calendar year in that time was 2019 (53.1%) and its worst 2022 (-10.2%), with dividends reinvested.
Cite this page
SmarterDividends, "Equitable Holdings (EQH) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/EQH/total-return
EQH total return questions
What is EQH's total return since May 2018?
212% in total, or 14.5% a year, through Oct 2026 with dividends reinvested. The share price alone rose 152%.
How much of EQH's return came from dividends?
About 20% of its yearly return since May 2018. Reinvesting them, rather than taking cash, left you $2,751 better off on a $10,000 start.
What was EQH's worst year?
2022, at -10.2% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -41.3%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.