Equity Residential (EQR) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$9,714
Total Return
-2.86%
CAGR
-0.58%
Dividends
$1,775.44
Yield on Cost
17.75%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.11% |
| Median | +0.09% |
| Best | +14.15% |
| Worst | -20.95% |
| % of Windows Positive | 50.7% |
1-Year (252 Trading Days)
| Average | -2.56% |
| Median | -5.72% |
| Best | +42.28% |
| Worst | -35.92% |
| % of Windows Positive | 38.2% |
3-Year (756 Trading Days)
| Average | -0.22% |
| Median | -1.37% |
| Best | +23.06% |
| Worst | -26.09% |
| % of Windows Positive | 47.0% |
Risk Metrics
| Maximum Drawdown | -40.07% |
| Average Drawdown | -20.62% |
| Drawdown Duration | 1032 Trading Days (Unrecovered) |
| Sortino Ratio | 0.12 |
| Calmar Ratio | -0.01 |
| CVaR (5%) | -3.13% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +6.87% (+17.06% ann.) | +$686.76 | $222.44 | $44.49 | $0.36 |
| 2025 | -9.28% | $928.02 | $388.32 | $77.66 | $0.62 |
| 2024 | +20.14% | +$2013.86 | $333.89 | $66.78 | $0.53 |
| 2023 | +7.39% | +$739.28 | $455.63 | $91.13 | $0.73 |
| 2022 | -32.94% | $3294.16 | $278.88 | $55.78 | $0.45 |
| 2021 | +56.36% | +$5635.85 | $410.77 | $82.15 | $0.66 |
| 2020 | -24.19% | $2418.67 | $301.96 | $60.39 | $0.48 |
| 2019 | +25.43% | +$2542.58 | $347.26 | $69.45 | $0.56 |
| 2018 | +6.35% | +$634.84 | $342.31 | $68.46 | $0.55 |
| 2017 | +1.56% | +$156.27 | $316.17 | $63.23 | $0.51 |
| 2016 | -8.40% | $839.72 | $1662.12 | $332.42 | $2.66 |
| 2015 | +16.24% | +$1623.70 | $310.48 | $62.10 | $0.50 |
| 2014 | +42.04% | +$4204.28 | $389.48 | $77.90 | $0.62 |
| 2013 | -5.92% | $591.84 | $329.72 | $65.94 | $0.53 |
| 2012 | +1.83% | +$182.66 | $314.91 | $62.98 | $0.50 |
| 2011 | +12.26% | +$1225.93 | $307.03 | $61.41 | $0.49 |
| 2010 | +57.81% | +$5780.85 | $440.29 | $88.06 | $0.70 |
| 2009 | +19.28% | +$1928.14 | $562.60 | $112.52 | $0.90 |
| 2008 | -14.77% | $1477.12 | $537.42 | $107.49 | $0.86 |
| 2007 | -25.56% | $2555.71 | $373.37 | $74.67 | $0.60 |
| 2006 | +33.65% | +$3364.58 | $463.41 | $92.68 | $0.74 |
| 2005 | +12.30% | +$1230.22 | $488.80 | $97.76 | $0.78 |
| 2004 | +28.09% | +$2809.00 | $597.13 | $119.43 | $0.95 |
| 2003 | +26.30% | +$2630.24 | $719.01 | $143.80 | $1.15 |
| 2002 | -9.82% | $981.89 | $614.58 | $122.92 | $0.98 |
| 2001 | +8.85% | +$884.73 | $618.82 | $123.76 | $0.99 |
| 2000 | +36.76% | +$3675.62 | $754.28 | $150.86 | $1.21 |
| 1999 | +11.93% | +$1193.24 | $744.37 | $148.87 | $1.20 |
| 1998 | -16.09% | $1609.02 | $547.71 | $109.55 | $0.88 |
| 1997 | +27.35% | +$2734.57 | $569.05 | $113.81 | $0.91 |
| 1996 | +42.14% | +$4214.08 | $799.30 | $159.87 | $1.28 |
| 1995 | +8.30% | +$830.50 | $728.48 | $145.70 | $1.16 |
| 1994 | +0.07% | +$6.74 | $796.93 | $159.38 | $1.27 |
| 1993 partial | +13.33% (+38.29% ann.) | +$1333.13 | $238.49 | $47.70 | $0.38 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +68.25% | +12.01% | +$6825.12 | $4381.05 | $876.23 | $7.01 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +28.51% | +10.24% | +$2850.51 | $2486.09 | $497.21 | $3.98 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +136.41% | +18.79% | +$13640.65 | $4299.74 | $859.95 | $6.88 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -57.63% | -45.55% | $5763.31 | $563.32 | $112.67 | $0.90 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +253.36% | +45.34% | +$25335.58 | $2853.63 | $570.73 | $4.57 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +85.97% | +8.54% | +$8597.05 | $4906.67 | $981.33 | $7.86 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -40.00% | -99.71% | $4000.29 | $69.79 | $13.96 | $0.11 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +0.54% | +0.87% | +$53.95 | $232.19 | $46.44 | $0.37 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +49.38% | +46.34% | +$4937.90 | $411.35 | $82.27 | $0.66 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -28.27% | -29.72% | $2826.60 | $292.98 | $58.60 | $0.47 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +28.41% | +14.45% | +$2841.47 | $742.92 | $148.58 | $1.19 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -9.10% | -5.44% | $909.52 | $640.89 | $128.18 | $1.03 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1993-09-20 | $0.1050 | 0.70% |
| 1993-12-02 | $0.2350 | 1.49% |
| 1994-03-21 | $0.2400 | 1.47% |
| 1994-05-18 | $0.2475 | 1.43% |
| 1994-06-20 | $0.2475 | 1.47% |
| 1994-09-26 | $0.2450 | 1.52% |
| 1994-12-23 | $0.2600 | 1.74% |
| 1995-03-27 | $0.2575 | 1.93% |
| 1995-06-28 | $0.2575 | 1.84% |
| 1995-09-27 | $0.2575 | 1.65% |
| 1995-12-27 | $0.2950 | 1.90% |
| 1996-03-27 | $0.2950 | 1.81% |
| 1996-06-26 | $0.2950 | 1.77% |
| 1996-09-25 | $0.2950 | 1.66% |
| 1996-12-24 | $0.3125 | 1.47% |
| 1997-03-25 | $0.3125 | 1.33% |
| 1997-06-25 | $0.3125 | 1.34% |
| 1997-09-24 | $0.3125 | 1.22% |
| 1997-12-11 | $0.2190 | 0.84% |
| 1998-03-25 | $0.3350 | 1.34% |
| 1998-06-24 | $0.3350 | 1.46% |
| 1998-09-14 | $0.3350 | 1.86% |
| 1998-12-16 | $0.3550 | 1.69% |
| 1999-03-17 | $0.3550 | 1.74% |
| 1999-06-16 | $0.3550 | 1.51% |
| 1999-09-16 | $0.3800 | 1.74% |
| 1999-12-16 | $0.3800 | 1.94% |
| 2000-03-16 | $0.3800 | 1.93% |
| 2000-06-16 | $0.3800 | 1.60% |
| 2000-09-18 | $0.4075 | 1.65% |
| 2000-12-15 | $0.4075 | 1.50% |
| 2001-03-16 | $0.4075 | 1.54% |
| 2001-06-18 | $0.4075 | 1.43% |
| 2001-09-18 | $0.4325 | 1.50% |
| 2001-12-18 | $0.4330 | 1.51% |
| 2002-03-18 | $0.4330 | 1.49% |
| 2002-06-18 | $0.4330 | 1.48% |
| 2002-09-18 | $0.4330 | 1.64% |
| 2002-12-18 | $0.4330 | 1.75% |
| 2003-03-18 | $0.4330 | 1.75% |
| 2003-06-18 | $0.4330 | 1.60% |
| 2003-09-17 | $0.4330 | 1.46% |
| 2003-12-17 | $0.4330 | 1.45% |
| 2004-03-17 | $0.4330 | 1.44% |
| 2004-06-16 | $0.4330 | 1.47% |
| 2004-09-15 | $0.4330 | 1.38% |
| 2004-12-15 | $0.4330 | 1.20% |
| 2005-03-16 | $0.4330 | 1.30% |
| 2005-06-15 | $0.4330 | 1.17% |
| 2005-09-15 | $0.4330 | 1.12% |
| 2005-12-15 | $0.4430 | 1.09% |
| 2006-03-16 | $0.4430 | 0.97% |
| 2006-06-15 | $0.4430 | 1.00% |
| 2006-09-14 | $0.4430 | 0.87% |
| 2006-12-20 | $0.4630 | 0.91% |
| 2007-03-15 | $0.4630 | 0.96% |
| 2007-06-14 | $0.4630 | 0.97% |
| 2007-09-13 | $0.4630 | 1.15% |
| 2007-12-20 | $0.4830 | 1.31% |
| 2008-03-13 | $0.4830 | 1.26% |
| 2008-06-12 | $0.4830 | 1.17% |
| 2008-09-11 | $0.4830 | 1.14% |
| 2008-12-18 | $0.4830 | 1.45% |
| 2009-03-12 | $0.4830 | 2.45% |
| 2009-06-11 | $0.4830 | 2.00% |
| 2009-09-17 | $0.3380 | 1.06% |
| 2009-12-17 | $0.3380 | 1.04% |
| 2010-03-11 | $0.3380 | 0.88% |
| 2010-06-16 | $0.3380 | 0.73% |
| 2010-09-16 | $0.3380 | 0.69% |
| 2010-12-16 | $0.4580 | 0.92% |
| 2011-03-17 | $0.3380 | 0.63% |
| 2011-06-16 | $0.3380 | 0.57% |
| 2011-09-16 | $0.3380 | 0.58% |
| 2011-12-15 | $0.5680 | 1.04% |
| 2012-03-21 | $0.3380 | 0.56% |
| 2012-06-20 | $0.3380 | 0.55% |
| 2012-09-19 | $0.3380 | 0.57% |
| 2012-12-19 | $0.7670 | 1.36% |
| 2013-03-20 | $0.4000 | 0.73% |
| 2013-06-20 | $0.4000 | 0.73% |
| 2013-09-19 | $0.4000 | 0.71% |
| 2013-12-24 | $0.6500 | 1.25% |
| 2014-03-20 | $0.5000 | 0.87% |
| 2014-06-19 | $0.5000 | 0.81% |
| 2014-09-18 | $0.5000 | 0.80% |
| 2014-12-23 | $0.5000 | 0.67% |
| 2015-03-19 | $0.5520 | 0.69% |
| 2015-06-24 | $0.5530 | 0.77% |
| 2015-09-17 | $0.5530 | 0.76% |
| 2015-12-23 | $0.5530 | 0.69% |
| 2016-03-01 | $8.0000 | 10.74% |
| 2016-03-22 | $0.5040 | 0.69% |
| 2016-06-23 | $0.5040 | 0.76% |
| 2016-09-22 | $3.5040 | 5.31% |
| 2016-12-22 | $0.5040 | 0.79% |
| 2017-03-23 | $0.5040 | 0.80% |
| 2017-06-22 | $0.5040 | 0.74% |
| 2017-09-22 | $0.5040 | 0.76% |
| 2017-12-29 | $0.5040 | 0.78% |
| 2018-03-23 | $0.5400 | 0.90% |
| 2018-06-22 | $0.5400 | 0.86% |
| 2018-09-21 | $0.5400 | 0.80% |
| 2018-12-31 | $0.5400 | 0.82% |
| 2019-03-22 | $0.5680 | 0.76% |
| 2019-06-27 | $0.5680 | 0.75% |
| 2019-09-27 | $0.5680 | 0.65% |
| 2019-12-31 | $0.5680 | 0.70% |
| 2020-03-20 | $0.6030 | 0.99% |
| 2020-06-19 | $0.6030 | 0.97% |
| 2020-09-24 | $0.6030 | 1.18% |
| 2020-12-31 | $0.6030 | 1.02% |
| 2021-03-26 | $0.6030 | 0.84% |
| 2021-06-25 | $0.6030 | 0.77% |
| 2021-09-24 | $0.6030 | 0.73% |
| 2021-12-31 | $0.6030 | 0.67% |
| 2022-03-25 | $0.6250 | 0.71% |
| 2022-06-24 | $0.6250 | 0.86% |
| 2022-09-23 | $0.6250 | 0.91% |
| 2022-12-30 | $0.6250 | 1.04% |
| 2023-03-24 | $0.6630 | 1.20% |
| 2023-06-23 | $0.6630 | 1.03% |
| 2023-09-25 | $0.6630 | 1.10% |
| 2023-12-29 | $0.6630 | 1.06% |
| 2024-03-22 | $0.6750 | 1.06% |
| 2024-07-01 | $0.6750 | 0.97% |
| 2024-09-24 | $0.6750 | 0.87% |
| 2025-01-02 | $0.6750 | 0.94% |
| 2025-03-31 | $0.6930 | 0.97% |
| 2025-06-24 | $0.6930 | 1.00% |
| 2025-09-25 | $0.6930 | 1.06% |
| 2026-01-02 | $0.6930 | 1.10% |
| 2026-03-30 | $0.7030 | 1.20% |
| Total | 133 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-25 | $75.84 | $15.17 | $0.12 | 0.7707 |
| 2021-09-24 | $76.30 | $15.26 | $0.12 | 0.7471 |
| 2021-12-31 | $76.75 | $15.35 | $0.12 | 0.6771 |
| 2022-03-25 | $79.98 | $16.00 | $0.13 | 0.7173 |
| 2022-06-24 | $80.43 | $16.09 | $0.13 | 0.8941 |
| 2022-09-23 | $80.99 | $16.20 | $0.13 | 0.9454 |
| 2022-12-30 | $81.58 | $16.32 | $0.13 | 1.1039 |
| 2023-03-24 | $87.27 | $17.45 | $0.14 | 1.2444 |
| 2023-06-23 | $88.09 | $17.62 | $0.14 | 1.1279 |
| 2023-09-25 | $88.84 | $17.77 | $0.14 | 1.1961 |
| 2023-12-29 | $89.63 | $17.93 | $0.14 | 1.1701 |
| 2024-03-22 | $92.05 | $18.41 | $0.15 | 1.1821 |
| 2024-07-01 | $92.84 | $18.57 | $0.15 | 1.0879 |
| 2024-09-24 | $93.58 | $18.72 | $0.15 | 0.9925 |
| 2025-01-02 | $94.25 | $18.85 | $0.15 | 1.0739 |
| 2025-03-31 | $97.51 | $19.50 | $0.16 | 1.0876 |
| 2025-06-24 | $98.26 | $19.65 | $0.16 | 1.1615 |
| 2025-09-25 | $99.06 | $19.81 | $0.16 | 1.2409 |
| 2026-01-02 | $99.92 | $19.98 | $0.16 | 1.2861 |
| 2026-03-30 | $102.27 | $20.45 | $0.16 | 1.3939 |
| Total | $1775.44 | $355.09 | $2.84 | 21.1005 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.