Essex Property Trust, Inc. (ESS) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$10,302
Total Return
3.02%
CAGR
0.60%
Dividends
$1,786.48
Yield on Cost
17.86%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.16% |
| Median | +0.60% |
| Best | +18.94% |
| Worst | -21.50% |
| % of Windows Positive | 54.7% |
1-Year (252 Trading Days)
| Average | +0.28% |
| Median | -4.59% |
| Best | +53.85% |
| Worst | -40.67% |
| % of Windows Positive | 46.1% |
3-Year (756 Trading Days)
| Average | +6.75% |
| Median | +0.68% |
| Best | +38.46% |
| Worst | -21.12% |
| % of Windows Positive | 51.6% |
Risk Metrics
| Maximum Drawdown | -44.17% |
| Average Drawdown | -19.86% |
| Drawdown Duration | 997 Trading Days (Unrecovered) |
| Sortino Ratio | 0.20 |
| Calmar Ratio | 0.01 |
| CVaR (5%) | -3.37% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -2.33% (-7.93% ann.) | $232.59 | $197.98 | $39.60 | $0.32 |
| 2025 | -5.67% | $567.41 | $359.71 | $71.94 | $0.58 |
| 2024 | +17.67% | +$1766.54 | $298.76 | $59.75 | $0.48 |
| 2023 | +20.92% | +$2092.21 | $441.68 | $88.34 | $0.71 |
| 2022 | -38.17% | $3817.06 | $252.09 | $50.42 | $0.40 |
| 2021 | +51.56% | +$5155.94 | $355.14 | $71.03 | $0.57 |
| 2020 | -18.69% | $1869.34 | $279.40 | $55.88 | $0.45 |
| 2019 | +25.26% | +$2525.56 | $320.62 | $64.12 | $0.51 |
| 2018 | +4.12% | +$412.31 | $311.13 | $62.23 | $0.50 |
| 2017 | +6.19% | +$619.31 | $303.67 | $60.73 | $0.49 |
| 2016 | -0.69% | $69.05 | $269.57 | $53.91 | $0.43 |
| 2015 | +18.26% | +$1826.22 | $280.96 | $56.19 | $0.45 |
| 2014 | +47.18% | +$4718.25 | $359.22 | $71.84 | $0.57 |
| 2013 | +0.41% | +$40.55 | $333.19 | $66.64 | $0.53 |
| 2012 | +6.87% | +$686.84 | $315.93 | $63.19 | $0.51 |
| 2011 | +26.23% | +$2623.38 | $367.86 | $73.57 | $0.59 |
| 2010 | +40.98% | +$4098.19 | $500.35 | $100.07 | $0.80 |
| 2009 | +14.24% | +$1424.12 | $547.56 | $109.51 | $0.88 |
| 2008 | -18.67% | $1867.28 | $423.09 | $84.62 | $0.68 |
| 2007 | -22.60% | $2259.79 | $290.43 | $58.09 | $0.46 |
| 2006 | +43.45% | +$4345.40 | $367.75 | $73.55 | $0.59 |
| 2005 | +13.53% | +$1353.47 | $391.60 | $78.32 | $0.63 |
| 2004 | +35.16% | +$3516.40 | $499.04 | $99.81 | $0.80 |
| 2003 | +31.73% | +$3173.03 | $623.96 | $124.79 | $1.00 |
| 2002 | +7.88% | +$787.71 | $634.34 | $126.87 | $1.01 |
| 2001 | -5.54% | $553.79 | $520.35 | $104.07 | $0.83 |
| 2000 | +67.75% | +$6774.59 | $712.28 | $142.45 | $1.14 |
| 1999 | +20.59% | +$2058.74 | $738.41 | $147.68 | $1.18 |
| 1998 | -10.66% | $1065.94 | $567.32 | $113.46 | $0.91 |
| 1997 | +24.44% | +$2443.56 | $612.86 | $122.58 | $0.98 |
| 1996 | +61.66% | +$6166.23 | $909.74 | $181.95 | $1.46 |
| 1995 | +32.00% | +$3200.37 | $560.73 | $112.14 | $0.90 |
| 1994 partial | -21.94% (-35.54% ann.) | $2193.55 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +171.03% | +24.29% | +$17102.58 | $5671.54 | $1134.30 | $9.08 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +42.18% | +14.65% | +$4218.13 | $2208.70 | $441.74 | $3.53 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +219.16% | +26.15% | +$21915.98 | $3868.83 | $773.77 | $6.19 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -53.58% | -41.92% | $5358.30 | $402.71 | $80.54 | $0.64 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +181.72% | +35.91% | +$18172.32 | $2474.18 | $494.84 | $3.96 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +143.72% | +12.49% | +$14372.38 | $3267.09 | $653.42 | $5.23 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -44.12% | -99.87% | $4412.01 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +23.62% | +40.67% | +$2362.31 | $334.02 | $66.80 | $0.53 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +39.43% | +37.07% | +$3942.68 | $331.25 | $66.25 | $0.53 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -37.45% | -39.24% | $3744.86 | $258.03 | $51.61 | $0.41 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +51.12% | +24.95% | +$5111.55 | $767.05 | $153.41 | $1.23 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -15.22% | -9.99% | $1521.81 | $581.32 | $116.26 | $0.93 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1995-09-27 | $0.4200 | 2.32% |
| 1995-12-27 | $0.4200 | 2.15% |
| 1996-03-27 | $0.4200 | 2.02% |
| 1996-06-26 | $0.4200 | 1.91% |
| 1996-09-26 | $0.4350 | 1.76% |
| 1996-12-27 | $0.4350 | 1.50% |
| 1997-03-26 | $0.4350 | 1.41% |
| 1997-06-26 | $0.4350 | 1.41% |
| 1997-09-26 | $0.4500 | 1.30% |
| 1997-12-29 | $0.4500 | 1.30% |
| 1998-03-27 | $0.4500 | 1.34% |
| 1998-06-26 | $0.5000 | 1.60% |
| 1998-09-28 | $0.5000 | 1.57% |
| 1998-12-29 | $0.5000 | 1.72% |
| 1999-03-29 | $0.5000 | 1.85% |
| 1999-06-28 | $0.5500 | 1.64% |
| 1999-09-28 | $0.5500 | 1.57% |
| 1999-12-29 | $0.5500 | 1.65% |
| 2000-03-29 | $0.5500 | 1.54% |
| 2000-06-28 | $0.6100 | 1.39% |
| 2000-09-27 | $0.6100 | 1.12% |
| 2000-12-27 | $0.6100 | 1.10% |
| 2001-03-28 | $0.7000 | 1.44% |
| 2001-06-27 | $0.7000 | 1.37% |
| 2001-09-26 | $0.7000 | 1.46% |
| 2001-12-27 | $0.7000 | 1.40% |
| 2002-03-26 | $0.7700 | 1.44% |
| 2002-06-26 | $0.7700 | 1.39% |
| 2002-09-26 | $0.7700 | 1.54% |
| 2002-12-04 | $0.7700 | 1.49% |
| 2003-03-27 | $0.7800 | 1.46% |
| 2003-06-26 | $0.7800 | 1.35% |
| 2003-09-26 | $0.7800 | 1.24% |
| 2003-12-29 | $0.7800 | 1.18% |
| 2004-03-29 | $0.7900 | 1.22% |
| 2004-06-28 | $0.7900 | 1.14% |
| 2004-09-28 | $0.7900 | 1.10% |
| 2004-12-29 | $0.7900 | 0.95% |
| 2005-03-29 | $0.8100 | 1.16% |
| 2005-06-28 | $0.8100 | 0.96% |
| 2005-09-28 | $0.8100 | 0.90% |
| 2005-12-28 | $0.8100 | 0.87% |
| 2006-03-29 | $0.8400 | 0.77% |
| 2006-06-28 | $0.8400 | 0.79% |
| 2006-09-27 | $0.8400 | 0.69% |
| 2006-12-27 | $0.8400 | 0.66% |
| 2007-03-28 | $0.9300 | 0.72% |
| 2007-06-27 | $0.9300 | 0.80% |
| 2007-09-26 | $0.9300 | 0.80% |
| 2007-12-26 | $0.9300 | 0.91% |
| 2008-03-27 | $1.0200 | 0.91% |
| 2008-06-26 | $1.0200 | 0.92% |
| 2008-09-26 | $1.0200 | 0.87% |
| 2008-12-30 | $1.0200 | 1.43% |
| 2009-03-27 | $1.0300 | 1.68% |
| 2009-06-26 | $1.0300 | 1.64% |
| 2009-09-28 | $1.0300 | 1.28% |
| 2009-12-30 | $1.0300 | 1.21% |
| 2010-03-29 | $1.0330 | 1.15% |
| 2010-06-28 | $1.0330 | 0.98% |
| 2010-09-28 | $1.0330 | 0.95% |
| 2010-12-30 | $1.0330 | 0.90% |
| 2011-03-29 | $1.0400 | 0.86% |
| 2011-06-28 | $1.0400 | 0.78% |
| 2011-09-28 | $1.0400 | 0.84% |
| 2011-12-29 | $1.0400 | 0.74% |
| 2012-03-28 | $1.1000 | 0.73% |
| 2012-06-27 | $1.1000 | 0.73% |
| 2012-09-26 | $1.1000 | 0.74% |
| 2012-12-28 | $1.1000 | 0.74% |
| 2013-03-26 | $1.2100 | 0.81% |
| 2013-06-26 | $1.2100 | 0.77% |
| 2013-09-26 | $1.2100 | 0.80% |
| 2013-12-30 | $1.2100 | 0.83% |
| 2014-03-12 | $1.2100 | 0.72% |
| 2014-06-26 | $1.3000 | 0.70% |
| 2014-09-26 | $1.3000 | 0.72% |
| 2014-12-30 | $1.3000 | 0.61% |
| 2015-03-27 | $1.4400 | 0.62% |
| 2015-06-26 | $1.4400 | 0.68% |
| 2015-09-28 | $1.4400 | 0.66% |
| 2015-12-30 | $1.4400 | 0.59% |
| 2016-03-29 | $1.6000 | 0.70% |
| 2016-06-28 | $1.6000 | 0.73% |
| 2016-09-28 | $1.6000 | 0.70% |
| 2016-12-28 | $1.6000 | 0.70% |
| 2017-03-29 | $1.7500 | 0.75% |
| 2017-06-28 | $1.7500 | 0.67% |
| 2017-09-28 | $1.7500 | 0.70% |
| 2017-12-28 | $1.7500 | 0.73% |
| 2018-03-28 | $1.8600 | 0.80% |
| 2018-06-28 | $1.8600 | 0.80% |
| 2018-09-27 | $1.8600 | 0.77% |
| 2018-12-31 | $1.8600 | 0.76% |
| 2019-03-28 | $1.9500 | 0.67% |
| 2019-06-27 | $1.9500 | 0.68% |
| 2019-09-27 | $1.9500 | 0.59% |
| 2019-12-31 | $1.9500 | 0.65% |
| 2020-03-30 | $2.0780 | 0.91% |
| 2020-06-29 | $2.0780 | 0.92% |
| 2020-09-29 | $2.0780 | 1.00% |
| 2020-12-31 | $2.0780 | 0.87% |
| 2021-03-30 | $2.0900 | 0.75% |
| 2021-06-29 | $2.0900 | 0.68% |
| 2021-09-29 | $2.0900 | 0.65% |
| 2021-12-31 | $2.0900 | 0.59% |
| 2022-03-30 | $2.2000 | 0.62% |
| 2022-06-29 | $2.2000 | 0.83% |
| 2022-09-29 | $2.2000 | 0.90% |
| 2022-12-30 | $2.2000 | 1.03% |
| 2023-03-30 | $2.3100 | 1.13% |
| 2023-06-29 | $2.3100 | 1.00% |
| 2023-09-28 | $2.3100 | 1.10% |
| 2023-12-29 | $2.3100 | 0.91% |
| 2024-03-27 | $2.4500 | 1.03% |
| 2024-06-28 | $2.4500 | 0.90% |
| 2024-09-30 | $2.4500 | 0.83% |
| 2025-01-02 | $2.4500 | 0.86% |
| 2025-03-31 | $2.5700 | 0.84% |
| 2025-06-30 | $2.5700 | 0.90% |
| 2025-09-30 | $2.5700 | 0.97% |
| 2026-01-02 | $2.5700 | 0.98% |
| 2026-03-31 | $2.5900 | 1.07% |
| Total | 123 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-29 | $74.27 | $14.85 | $0.12 | 0.1963 |
| 2021-09-29 | $74.68 | $14.94 | $0.12 | 0.1841 |
| 2021-12-31 | $75.06 | $15.01 | $0.12 | 0.1701 |
| 2022-03-30 | $79.39 | $15.88 | $0.13 | 0.1818 |
| 2022-06-29 | $79.79 | $15.96 | $0.13 | 0.2428 |
| 2022-09-29 | $80.32 | $16.06 | $0.13 | 0.2687 |
| 2022-12-30 | $80.91 | $16.18 | $0.13 | 0.3048 |
| 2023-03-30 | $85.66 | $17.13 | $0.14 | 0.3350 |
| 2023-06-29 | $86.44 | $17.29 | $0.14 | 0.2961 |
| 2023-09-28 | $87.12 | $17.42 | $0.14 | 0.3300 |
| 2023-12-29 | $87.88 | $17.58 | $0.14 | 0.2830 |
| 2024-03-27 | $93.90 | $18.78 | $0.15 | 0.3106 |
| 2024-06-28 | $94.66 | $18.93 | $0.15 | 0.2777 |
| 2024-09-30 | $95.34 | $19.07 | $0.15 | 0.2577 |
| 2025-01-02 | $95.98 | $19.20 | $0.15 | 0.2741 |
| 2025-03-31 | $101.38 | $20.28 | $0.16 | 0.2640 |
| 2025-06-30 | $102.06 | $20.41 | $0.16 | 0.2875 |
| 2025-09-30 | $102.80 | $20.56 | $0.16 | 0.3066 |
| 2026-01-02 | $103.59 | $20.72 | $0.17 | 0.3219 |
| 2026-03-31 | $105.23 | $21.05 | $0.17 | 0.3472 |
| Total | $1786.48 | $357.30 | $2.86 | 5.4401 |
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.