Performance analysis of Equity Lifestyle Properties (ELS)
Annual Return
Over the past 3 years, ELS has had an average annual return of +0.62%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, ELS has had an average annual return of -0.79%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, ELS has had an average annual return of +7.87%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 1, 1999, ELS has had an average annual return of +13.24%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.37% | -5.93% | -2.85% | +12.16% | -24.51% | +41.01% | -7.89% | +47.77% | +11.73% | +26.37% | +10.67% | +32.74% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +46.54% | +10.65% | +3.55% | +22.15% | +13.32% | +35.08% | -14.51% | -15.10% | +23.08% | +24.79% | +20.88% | +32.68% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +1.95% | +14.41% | +27.36% | +4% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.22% | +6.32% | -6.25% | +1.39% | -2.40% | -0.42% | +2.37% | ||||||
| 2025 | -1.73% | +4.78% | -1.99% | -2.88% | -1.87% | -2.18% | -2.84% | +0.62% | +1.55% | +0.58% | +2.98% | -2.78% | -5.93% |
| 2024 | -4.04% | -0.55% | -3.63% | -6.38% | +4.11% | +4.52% | +5.45% | +5.87% | -1.22% | -1.71% | +1.73% | -5.96% | -2.85% |
| 2023 | +11.11% | -4.56% | -1.35% | +2.64% | -8.32% | +6.60% | +6.41% | -5.93% | -4.18% | +3.28% | +8.05% | -0.17% | +12.16% |
| 2022 | -10.69% | -4.69% | +3.07% | +1.05% | -2.04% | -6.38% | +4.33% | -4.65% | -9.77% | +1.78% | +3.85% | -2.13% | -24.51% |
| 2021 | -3.98% | +1.33% | +3.82% | +9.05% | +2.10% | +5.37% | +12.77% | +1.52% | -7.79% | +8.21% | -3.80% | +8.27% | +41.01% |
| 2020 | +3.35% | -6.08% | -15.35% | +4.92% | +3.30% | +0.83% | +9.35% | -2.97% | -7.00% | -3.44% | -1.01% | +8.75% | -7.89% |
| 2019 | +9.01% | +2.61% | +5.77% | +2.10% | +4.25% | +0.25% | +2.40% | +8.43% | -0.38% | +4.70% | +5.92% | -4.56% | +47.77% |
| 2018 | -3.03% | -1.98% | +4.39% | +1.58% | +1.95% | +1.71% | -0.99% | +6.47% | +0.13% | -1.83% | +5.11% | -1.85% | +11.73% |
| 2017 | +2.55% | +7.68% | -2.60% | +5% | +4.31% | +2.88% | +1.11% | +2.12% | -4.01% | +4% | +2.07% | -0.89% | +26.37% |
Drawdown analysis of Equity Lifestyle Properties (ELS)
The maximum drawdown for the ELS was -58.96%, occurring on Nov 20, 2008. Recovery took 343 trading sessions.
The current ELS drawdown is -20.82%.
Since Nov 1, 1999 ELS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.96% | Feb 9, 2007 | 450 | Nov 20, 2008 | 343 | Apr 6, 2010 | 793 |
| -41.46% | Feb 20, 2020 | 19 | Mar 18, 2020 | 308 | Jun 8, 2021 | 327 |
| -32.53% | Sep 2, 2021 | 285 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -20.65% | May 21, 2013 | 94 | Oct 3, 2013 | 141 | Apr 28, 2014 | 235 |
| -20.25% | Feb 10, 2004 | 65 | May 13, 2004 | 138 | Nov 30, 2004 | 203 |
| -19.98% | Mar 17, 2006 | 46 | May 23, 2006 | 127 | Nov 21, 2006 | 173 |
| -19.90% | Jun 27, 2002 | 158 | Feb 12, 2003 | 76 | Jun 3, 2003 | 234 |
| -19.08% | Apr 14, 2010 | 57 | Jul 6, 2010 | 75 | Oct 20, 2010 | 132 |
| -18.94% | Aug 1, 2016 | 77 | Nov 17, 2016 | 102 | Apr 18, 2017 | 179 |
| -17.74% | Sep 16, 2011 | 48 | Nov 23, 2011 | 161 | Jul 17, 2012 | 209 |
| -17.29% | Jul 22, 2011 | 11 | Aug 8, 2011 | 17 | Aug 31, 2011 | 28 |
| -16.36% | Sep 7, 2005 | 39 | Nov 1, 2005 | 76 | Feb 22, 2006 | 115 |
| -12.41% | Jan 19, 2000 | 30 | Mar 2, 2000 | 42 | May 2, 2000 | 72 |
| -12.01% | Jul 18, 2012 | 83 | Nov 15, 2012 | 44 | Jan 22, 2013 | 127 |
| -11.64% | Oct 13, 2003 | 57 | Jan 5, 2004 | 16 | Jan 28, 2004 | 73 |
| -11.12% | Dec 27, 2000 | 58 | Mar 22, 2001 | 70 | Jul 2, 2001 | 128 |
| -10.59% | Dec 18, 2017 | 35 | Feb 8, 2018 | 77 | May 31, 2018 | 112 |
| -10.38% | Nov 5, 2010 | 23 | Dec 9, 2010 | 94 | Apr 26, 2011 | 117 |
| -9.75% | Dec 10, 2018 | 10 | Dec 24, 2018 | 22 | Jan 28, 2019 | 32 |
| -9.18% | Dec 14, 2004 | 48 | Feb 23, 2005 | 46 | Apr 29, 2005 | 94 |
| -9.00% | Sep 5, 2014 | 13 | Sep 24, 2014 | 19 | Oct 21, 2014 | 32 |
| -8.81% | Mar 20, 2015 | 55 | Jun 9, 2015 | 26 | Jul 16, 2015 | 81 |
| -8.68% | Aug 18, 2015 | 15 | Sep 9, 2015 | 16 | Oct 1, 2015 | 31 |
| -8.42% | Aug 2, 2005 | 4 | Aug 8, 2005 | 17 | Aug 31, 2005 | 21 |
| -7.45% | Jan 22, 2015 | 30 | Mar 6, 2015 | 8 | Mar 18, 2015 | 38 |