Equus Total Return Closed Fund (EQS) — Long-term Investment Intensity

Latest as of March 2026: 81.8%

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. Check financial resilience of Equus Total Return Closed Fund to evaluate the company's liquid asset resilience ratio.

LT Investment Intensity

81.8%
LT Investments / Total Assets

Long-term Investments

$21.80 Million
USD

Total Assets

$26.67 Million
USD

Country

USA
NYSE

Equus Total Return Closed Fund Long-term Investment Intensity (2014–2025)

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. For the complete balance sheet picture, see Equus Total Return Closed Fund assets under control.

Annual Long-term Investment Intensity for Equus Total Return Closed Fund (2014–2025)

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. Read EQS total liabilities for a breakdown of total debt and financial obligations.

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
pp = percentage points