Russell Equity Income ETF (EQIN) Performance
EQIN total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +17.5% since Dec 31, 2025
- 1 year
- +20.6% total return
- 5 years
- +11.1% a year
- 10 years
- +12.5% a year
- Since first price
- +1.1% a year since 1970
EQIN trailing returns vs SPY, QQQ, AGG
| Period | EQIN total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +5.2% | +5.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +5.5% | +4.9% | +3.2% | +1.9% | −0.4% |
| 6 months | +10.7% | +9.6% | +7.8% | +8.4% | −1.5% |
| YTD | +17.5% | +15.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +20.6% | +18.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +63.5%+17.8%/yr | +50.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +68.9%+11.1%/yr | +46.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +224.0%+12.5%/yr | +112.6% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +89.2%+4.3%/yr | +23.3% | — | — | — |
| 20 years | +89.2%+3.2%/yr | +23.3% | — | — | — |
| 30 years | +89.2%+2.1%/yr | +23.3% | — | — | — |
| Since inceptionJan 20, 1970 | +89.2%+1.1%/yr | +23.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: EQIN vs SPY
From Jan 29, 1993: EQIN grew to $18,922, SPY to $315,901.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EQIN returns by calendar year
8 of 10 full years positive. Best 2021 (+31.2%), worst 2016 (−36.7%). 2026 is year to date.
EQIN annual returns table
| Year | EQIN | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +17.5% | −5.9% | +12.3% | +15.1% | −1.0% |
| 2025 | +9.4% | −12.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +13.8% | −6.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +11.6% | −8.6% | +26.2% | +54.9% | +5.7% |
| 2022 | +0.7% | −18.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +31.2% | −7.5% | +28.7% | +27.4% | −1.8% |
| 2020 | +0.7% | −42.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +30.7% | −9.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −12.2% | −20.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +20.1% | −8.6% | +21.7% | +32.7% | +3.6% |
| 2016 | −36.7% | −6.1% | +12.0% | +7.1% | +2.4% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
EQIN largest drawdowns
Now 0.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 20, 1970 | −48.8% | Mar 23, 2020 | Mar 12, 2021 | 50.2 years | 51.1 years |
| Apr 20, 2022 | −18.5% | Sep 30, 2022 | Jul 21, 2023 | 5 months | 1.3 years |
| Feb 20, 2025 | −12.1% | Apr 8, 2025 | Sep 11, 2025 | 47 days | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EQIN risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 1970 |
|---|---|---|---|---|
| Annualized return | +14.2% | +10.6% | +11.6% | +5.6% |
| Volatility (annualized) | 10.2% | 14.5% | 17.0% | 22.7% |
| Sharpe ratio | 0.93 | 0.52 | 0.60 | 0.28 |
| Sortino ratio | 1.45 | 0.81 | 0.89 | 0.35 |
| Best month | +6.6% | +12.4% | +15.5% | +15.5% |
| Worst month | −5.4% | −10.3% | −20.2% | −47.4% |
| Best 12 months | +29.1% | +29.1% | +70.8% | +70.8% |
| Worst 12 months | +1.4% | −6.1% | −21.2% | −33.3% |
| Positive months | 72% | 67% | 68% | 68% |
| Beta vs S&P 500 | 0.52 | 0.72 | 0.94 | — |
| Correlation with S&P 500 | 0.64 | 0.78 | 0.85 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
EQIN rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 114 | −33.3% | +11.8% | +70.8% | 83% |
| 3-year (a year) | 90 | −10.5% | +11.6% | +25.4% | 98% |
| 5-year (a year) | 66 | +1.9% | +12.0% | +20.7% | 100% |
| 10-year (a year) | 6 | +5.6% | +12.1% | +12.8% | 100% |
Every holding period starting at a month-end since 1970. Returns for 3 years and longer are annualized.
EQIN performance overview
Russell Equity Income ETF (EQIN) returned +20.6% over the past year and +12.5% a year over ten years, with distributions reinvested. Since its first recorded price in 1970 it has returned +1.1% a year, turning $10,000 into about $18,922. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −48.8%, from Jan 20, 1970 to Mar 23, 2020, and it took 12 months to get back to the old high. EQIN finished 8 of its 10 full calendar years with a gain; the best year was 2021 (+31.2%) and the worst 2016 (−36.7%). Volatility has been 22.7% a year.
Related: EQIN chart, EQIN holdings, EQIN dividends, EQIN valuation. See the EQIN overview for the latest quote and fund facts.
EQIN performance FAQ
What is the EQIN return over the past year?
EQIN returned +20.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 18.1%.
What is the average annual return of EQIN?
EQIN has returned +11.1% a year over 5 years, +12.5% a year over 10 years, +1.1% a year since January 20, 1970 (total return, distributions reinvested).
How much would $10,000 invested in EQIN be worth?
$10,000 invested in EQIN at its first recorded close on January 20, 1970 would be worth about $18,922 on October 23, 2026 with distributions reinvested.
What was the worst year for EQIN?
The worst calendar year was 2016, with a total return of −36.7%. The best was 2021 at +31.2%.
What is the biggest drawdown of EQIN?
The largest peak-to-trough decline was −48.8% between January 20, 1970 and March 23, 2020. It recovered to the old high on March 12, 2021, 12 months after the bottom.
How volatile is EQIN?
Over the past 3 years EQIN had an annualized volatility of 10.2% and a Sharpe ratio of 0.93 (excess return over 1–3 month T-bills per unit of risk).