Equus Total Return Closed Fund Long-term Investment Intensity
Equus Total Return Closed Fund long-term investment intensity. Equus Total Return Closed Fund (EQS) has a Long-term Investment Intensity of 81.8% as of March 2026. Long-term investments of $21.80 Million represent 81.8% of total assets of $26.67 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Read total liabilities of Equus Total Return Closed Fund for a breakdown of total debt and financial obligations.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Long-term Investment Intensity of Equus Total Return Closed Fund (2014–2025)
Long-term investment intensity of Equus Total Return Closed Fund from 2014 to 2025. This chart shows how Equus Total Return Closed Fund's Long-term Investment Intensity has evolved across 12 annual periods from 2014 to 2025. As of March 2026, the intensity stands at 81.8%, reflecting long-term investments of $21.80 Million against total assets of $26.67 Million USD.
Equus Total Return Closed Fund Long-term Investment Intensity by Year (2014–2025)
Equus Total Return Closed Fund long-term investment intensity by year from 2014 to 2025. The table below presents the year-by-year Long-term Investment Intensity for Equus Total Return Closed Fund from 2014 to 2025, covering 12 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see Equus Total Return Closed Fund assets under control.
| Year | LT Investment Intensity | LT Investments (USD) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2025 | 81.0% | $17.28 Million | $21.34 Million | ▼ -10.9 pp |
| 2024 | 91.9% | $27.50 Million | $29.94 Million | ▲ +0.1 pp |
| 2023 | 91.7% | $85.81 Million | $93.55 Million | ▲ +39.8 pp |
| 2022 | 52.0% | $21.65 Million | $41.66 Million | ▲ +12.9 pp |
| 2021 | 39.0% | $15.50 Million | $39.72 Million | ▼ -13.7 pp |
| 2020 | 52.7% | $31.00 Million | $58.82 Million | ▼ -40.0 pp |
| 2019 | 92.7% | $69.64 Million | $75.09 Million | ▲ +5.4 pp |
| 2018 | 87.4% | $62.00 Million | $70.94 Million | ▲ +7.1 pp |
| 2017 | 80.2% | $49.11 Million | $61.20 Million | ▼ -1.3 pp |
| 2016 | 81.6% | $59.66 Million | $73.15 Million | ▲ +44.6 pp |
| 2015 | 36.9% | $19.39 Million | $52.53 Million | ▼ -0.8 pp |
| 2014 | 37.8% | $19.65 Million | $52.04 Million | — |