Essex Property Trust, Inc. (ESS)

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The chart shows the growth of an initial investment of $10,000 in Essex Property Trust, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Essex Property Trust, Inc. (ESS) has returned -5.60% so far this year and -17.89% over the past 12 months. Over the last ten years, ESS has returned 3.77% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 7, 1994, ESS's average daily return is +0.06%, while the average monthly return is +1.22%. At this rate, your investment would double in approximately 4.8 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 1999 with a return of +20.8%, while the worst month was Mar 2020 at -21.6%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ESS closed higher 51% of trading days. The best single day was Sep 18, 2008 with a return of +14.9%, while the worst single day was Dec 1, 2008 at -19.7%.

Essex Property Trust, Inc. has an annualized alpha of 8.46%, beta of 0.78, and R² of 0.29 versus S&P 500 Index. Calculated based on daily prices since June 08, 1994.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (74.28%) than losses (48.00%) — typical of diversified or defensive assets.
• R² of 0.29 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

ESS ranks 12 for risk / return — in the bottom 12% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Essex Property Trust, Inc. (ESS) and compare them to a chosen benchmark (S&P 500 Index).

Essex Property Trust, Inc. provided a 4.26% dividend yield over the last twelve months, with an annual payout of $10.30 per share.

The table displays the monthly dividend distributions for Essex Property Trust, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Essex Property Trust, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Essex Property Trust, Inc. was 62.67%, occurring on Mar 2, 2009. Recovery took 503 trading sessions.

The current Essex Property Trust, Inc. drawdown is 21.48%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Essex Property Trust, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Essex Property Trust, Inc. is priced in the market compared to other companies in the REIT - Residential industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.