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Equity Residential

EQR
Equity · Currency in USD
Sector
Real Estate
Industry
REIT—Residential
ISIN
US29476L1070
CUSIP
29476L107

EQRPrice Chart


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S&P 500

EQRPerformance

The chart shows the growth of $10,000 invested in Equity Residential on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $42,326 for a total return of roughly 323.26%. All prices are adjusted for splits and dividends.


EQR (Equity Residential)
Benchmark (S&P 500)

EQRReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-0.00%
6M17.04%
YTD42.87%
1Y56.26%
5Y9.97%
10Y9.44%

EQRMonthly Returns Heatmap


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EQRSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Equity Residential Sharpe ratio is 1.80. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


EQR (Equity Residential)
Benchmark (S&P 500)

EQRDividends

Equity Residential granted a 2.92% dividend yield in the last twelve months, as of Oct 9, 2021. The annual payout for that period amounted to $2.41 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.41$2.41$2.27$2.16$2.02$13.02$2.21$2.00$1.85$1.78$1.58$1.47

Dividend yield

2.92%4.07%2.81%3.27%3.16%20.22%2.71%2.78%3.57%3.14%2.77%2.83%

EQRDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


EQR (Equity Residential)
Benchmark (S&P 500)

EQRWorst Drawdowns

The table below shows the maximum drawdowns of the Equity Residential. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Equity Residential is 45.90%, recorded on Oct 28, 2020. It took 179 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45.9%Oct 31, 2019251Oct 28, 2020179Jul 16, 2021430
-21.56%Jul 25, 201150Oct 3, 2011124Mar 30, 2012174
-20.85%Nov 9, 201762Feb 8, 2018193Nov 13, 2018255
-20.28%Jul 18, 2012273Aug 19, 2013180May 7, 2014453
-16.79%Mar 30, 2016166Nov 21, 2016241Nov 6, 2017407
-15.77%May 13, 201037Jul 6, 201041Sep 1, 201078
-14.98%Mar 23, 2015109Aug 25, 201543Oct 26, 2015152
-13.72%Dec 30, 201530Feb 11, 201623Mar 16, 201653
-12.35%Dec 7, 201812Dec 24, 201823Jan 29, 201935
-9.4%Sep 9, 201413Sep 25, 201417Oct 20, 201430

EQRVolatility Chart

Current Equity Residential volatility is 14.89%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


EQR (Equity Residential)
Benchmark (S&P 500)

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