Equus Total Return (EQS) Accumulated Expenses (2021 - 2025)

Equus Total Return (EQS) reported Accumulated Expenses of $2.7 million for Q4 2025, up 80.0% on a YoY basis from $1.5 million in Q4 2024, and up 67400.0% quarter-over-quarter from $4000.0 in Q3 2025.

Equus Total Return (EQS) Accumulated Expenses (2021 - 2025) Analysis & Trends

Equus Total Return has reported Accumulated Expenses for 5 years, with the latest figure at $2.7 million in Q4 2025.

  • For the quarter ending Q4 2025, Accumulated Expenses rose 80.0% year-over-year to $2.7 million; the trailing twelve-month figure through Dec 2025 stood at $2.7 million (up 80.0% YoY), and the FY2025 full-year result was $2.7 million, up 80.0% from the prior year.
  • Accumulated Expenses for Q4 2025 stood at $2.7 million, up from $4000.0 in the prior quarter.
  • The five-year high for Accumulated Expenses was $2.7 million in Q4 2025, with the low at $1000.0 in Q3 2024.
  • Historically, Accumulated Expenses has averaged $369529.4 across 5 years, with a median of $13000.0 in 2025.
  • Annual changes were most pronounced in 2023 — Accumulated Expenses sank 99.34% — and 2024, when it jumped 5072.41%.
  • Equus Total Return's Accumulated Expenses stood at $792000.0 in 2021, then plunged by 59.47% to $321000.0 in 2022, then slumped by 90.97% to $29000.0 in 2023, then jumped by 5072.41% to $1.5 million in 2024, then soared by 80.0% to $2.7 million in 2025.
  • The last three Accumulated Expenses figures came in at $2.7 million (Q4 2025), $4000.0 (Q3 2025), and $3000.0 (Q2 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn -
2 Blackstone 96.85 Bn 95.80 Bn -
3 Kkr 86.45 Bn 133.96 Bn -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn
5 State Street 46.95 Bn 21.27 Bn -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn
7 Northern Trust 31.92 Bn 31.92 Bn -
8 Raymond James Financial 30.62 Bn 19.37 Bn -
9 Ares Management 29.04 Bn 32.41 Bn -
10 Equus Total Return 16.72 Mn 6.12 Mn 244,000.00

Historic Data

Download Data
DateValue
Dec 31, 2025 2.70 Mn
Sep 30, 2025 4,000.00
Jun 30, 2025 3,000.00
Mar 31, 2025 13,000.00
Dec 31, 2024 1.50 Mn
Sep 30, 2024 1,000.00
Jun 30, 2024 2,000.00
Mar 31, 2024 2,000.00
Dec 31, 2023 29,000.00
Sep 30, 2023 2,000.00
Jun 30, 2023 3,000.00
Mar 31, 2023 3,000.00
Dec 31, 2022 321,000.00
Sep 30, 2022 303,000.00
Jun 30, 2022 301,000.00
Mar 31, 2022 303,000.00
Dec 31, 2021 792,000.00