EQS - Equus Total Return Closed Fund logo

Equus Total Return Closed Fund

EQS

Equus Total Return is a business development company that invests in middle-market firms, focusing on leveraged buyouts and growth capital. It targets various sectors, including technology, healthcare, and energy, primarily in the U.S., China, and Europe.

๐Ÿ’ฒ Financial Services NYSE Listed 1992 $ USD
$1,000 invested 30 years ago โ†’$244today

Score Overview

1 Year
Score
Net Growth1.80%
Net TrendGrew
Net Income Consistencyโ€”
Rev Growth-7x
Rev TrendShrank
Revenue Consistencyโ€”
5 Years
Score3.3
Net Growth-5x
Net Trend60%
Net Income Consistencyโ€”
Rev Growth-263.79%
Rev Trend40%
Revenue Consistencyโ€”
10 Years
Score
Net Growth-356.06%
Net Trend60%
Net Income Consistency
Rev Growth-215.31%
Rev Trend50%
Revenue Consistency
20 Years
Score2.3
Net Growth-198.23%
Net Trend55%
Net Income Consistency
Rev Growth-265.43%
Rev Trend50%
Revenue Consistency
30 Years
Score
Net Growth-147.20%
Net Trend57%
Net Income Consistency
Rev Growth-484.25%
Rev Trend50%
Revenue Consistency
All Time
Score
Net Growth-343.16%
Net Trend59%
Net Income Consistency
Rev Growth-423.12%
Rev Trend48%
Revenue Consistency

Explore the 2021 public Archive ranking โ†’

Where Equus Total Return Closed Fund has ranked, year by year

Measure
Fundamentals Window

Showing 10 years ranking history by HDB Score.

Has not reached the top 50 on HDB Score in any year we have ranked.

  • EQS

2006: 86.8% ยท 2021: 77.2% ยท free through 2021 ยท longest runs

Net Income x Stock Price

Historical Returns

Historical Returns
PeriodPriceReturn
Last Price2026-09-29
$ 1.03โ€”
1 Year2025-09-29
$ 2.34-56.03%
5 Years2021-09-29
$ 2.32-55.65%
10 Years2016-09-29
$ 1.83-43.74%
20 Years2006-09-29
$ 5.28-80.51%
30 Years1996-09-27
$ 4.22-75.61%
All Time1992-09-11
$ 2.57-59.96%

Prices are split & dividend adjusted. All values are reported in USD.

Fundamental Data

Reported in USD

Year
TTM-$ 9M-$ 13M$ 10K
2025$ 1M-$ 14M$ 133K
2024-$ 14M-$ 18M$ 7K
2023$ 17M$ 12M$ 6M
2022$ 2M-$ 1M$ 19M
2021$ 6M$ 2M$ 23M
2020$ 318K-$ 12M$ 23M
2019$ 5M$ 2M$ 3M
2018$ 4M$ 51K$ 34M
2017$ 3M-$ 829K$ 28M
2016$ 8M$ 5M$ 41M
2015$ 3M$ 1M$ 32M
2014$ 2M-$ 1M$ 15M
2013$ 3M$ 342K$ 19M
2012-$ 2M-$ 5M$ 23M
2011$ 535K-$ 4M$ 16M
2010-$ 9M-$ 12M$ 7M
2009-$ 23M-$ 27M$ 6M
2008$ 3M-$ 19M$ 8M
2007$ 4M$ 12M$ 30M
2006$ 6M$ 14M$ 51M
2005$ 2M$ 16M$ 25M
2004$ 6M$ 1M$ 18.56B
2003$ 7M-$ 4M$ 386M
2002$ 2M
2001$ 2M-$ 9M
2000$ 5M-$ 5M
1999$ 5M-$ 7M$ 5M
1998$ 3M-$ 27M
1997$ 4M$ 30M
1996$ 2M$ 29M
1995$ 3M$ 5M
EQS - Equus Total Return Closed Fund logo

Equus Total Return Closed Fund fundamental performance

Between 2020 and 2025, revenue grew from $ 318K to $ 1M and net income went from -$ 12M to -$ 14M. Revenue increased in 2 of those 5 years; net income in 3.

Across Equus Total Return Closed Fund's full reported history, from 1995 to 2025, revenue declined from $ 3M to $ 1M and net income went from $ 5M to -$ 14M. Revenue increased in 48% of the years measured; net income in 59%.

Equus Total Return Closed Fund currently holds a 20-year HDB Score of 2.3 out of 10. How the HDB Score is calculated.

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