Equitable Financial is a holding company. Through its subsidiary, Equitable Bank, Co. is engaged in the business of accepting deposits from the public and using those funds to originate commercial loans, agricultural loans and one- to four-family residential real estate loans. To a lesser extent, Co. also originates home equity loans, construction and land loans and consumer loans. Co. invests a portion of its assets in securities issued by the U.S. Government and its agencies, U.S. government-sponsored enterprises and state and municipal governments. Co. also provides retail brokerage services. As of June 30 2017, Co. had total assets of $253.8 million and total deposits of $209.1 million. The EQFN YTD return is shown above.
The YTD Return on the EQFN YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether EQFN YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the EQFN YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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