Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

EQS Relative to the S&P 500

EQS Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Equus Total Return, Inc. (NYSE:EQS) seasonal charts above shows that a Buy Date of October 9 and a Sell Date of February 3 has resulted in a geometric average return of 2.11% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 13 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 17.95% per year.

The seasonal timeframe is Inline with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Equus Total Return Inc is a United States-based closed-end management investment company. It invest primarily in companies pursuing growth either through acquisition or organically, leveraged buyouts, management buyouts and recapitalizations of existing businesses or special situations and achieve capital appreciation by making investments in equity and equity-oriented securities issued by privately-owned companies or smaller public companies in transactions.

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Stocks mentioned in this post: EQS