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Performance analysis of Equity Residential Properties Trust (EQR)

Annual Return

Over the past 3 years, EQR has had an average annual return of +4.15%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, EQR has had an average annual return of -0.22%, underperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, EQR has had an average annual return of +4.01%, underperforming the benchmark SPY, which returned +14.91% annual.

Since Nov 1, 1999, EQR has had an average annual return of +9.71%, outperforming the benchmark SPY, which returned +8.46% annual.

202620252024202320222021202020192018201720162015
+12.88%-8.55%+20.86%+8.35%-32.46%+57.30%-23.53%+26.15%+7.07%+2.19%-5.02%+16.91%
201420132012201120102009200820072006200520042003
+42.95%-5.27%+2.45%+12.89%+58.83%+20.82%-13.88%-24.90%+34.65%+13.37%+29.50%+27.90%
2002200120001999
-8.64%+10.15%+38.60%+3.19%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-0.04%+1.43%-5.30%+10.53%+0.11%+4.86%+1.33%+12.88%
2025-0.63%+5.01%-2.56%-1.84%-0.17%-2.79%-6.36%+4.62%-1.04%-8.17%+3.89%+2.09%-8.55%
2024-1.59%+0.03%+5.95%+2.04%+0.98%+6.63%+1.41%+7.54%+0.33%-5.49%+8.94%-6.39%+20.86%
2023+7.88%-1.78%-2.90%+5.42%-3.87%+9.66%-0.05%-1.68%-8.43%-5.76%+2.73%+8.77%+8.35%
2022-1.96%-3.87%+6.16%-9.36%-5.73%-5.18%+8.54%-6.65%-7.31%-6.25%+2.92%-8.07%-32.46%
2021+3.98%+6.12%+10.42%+3.63%+4.34%+0.18%+9.26%-0.07%-3.04%+6.77%-1.26%+6.79%+57.30%
2020+2.67%-9.61%-16.93%+5.43%-6.92%-1.89%-8.82%+5.26%-7.99%-8.47%+23.29%+3.39%-23.53%
2019+9.92%+1.56%+2.99%+1.46%+0.20%-0.10%+3.91%+7.44%+2.44%+2.78%-4.02%-4.24%+26.15%
2018-3.39%-8.73%+10.60%+0.15%+3.69%+0.38%+2.73%+3.55%-1.42%-1.96%+9.68%-6.60%+7.07%
2017-5.58%+3.78%-0.56%+3.79%+0.79%+1.90%+3.39%-1.34%-1.07%+2.02%-0.65%-3.81%+2.19%

Drawdown analysis of Equity Residential Properties Trust (EQR)

The maximum drawdown for the EQR was -67.36%, occurring on Mar 5, 2009. Recovery took 299 trading sessions.

The current EQR drawdown is -12.01%.

Since Nov 1, 1999 EQR has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 7 times
  • 10% or more: 20 times
DepthStartTo BottomBottomTo RecoverEndTotal
-67.36%Feb 6, 2007523Mar 5, 2009299May 12, 2010822
-45.85%Oct 30, 2019251Oct 28, 2020178Jul 15, 2021429
-39.32%Apr 21, 2022385Nov 1, 2023OngoingOngoingOngoing
-26.77%Apr 12, 2002125Oct 9, 2002206Aug 5, 2003331
-21.56%Jul 22, 201150Oct 3, 2011124Mar 30, 2012174
-20.85%Nov 8, 201762Feb 8, 2018193Nov 13, 2018255
-20.26%Jul 17, 2012273Aug 19, 2013180May 7, 2014453
-16.92%Mar 29, 2016166Nov 21, 2016241Nov 6, 2017407
-15.77%May 12, 201037Jul 6, 201041Sep 1, 201078
-15.57%Aug 22, 200138Oct 22, 2001103Mar 21, 2002141
-14.98%Mar 20, 2015109Aug 25, 201543Oct 26, 2015152
-13.75%Dec 30, 200421Jan 31, 200576May 19, 200597
-13.72%Dec 29, 201530Feb 11, 201624Mar 17, 201654
-13.19%Dec 28, 200037Feb 22, 200179Jun 15, 2001116
-12.35%Dec 6, 201812Dec 24, 201823Jan 29, 201935
-11.85%Jan 10, 200044Mar 14, 200022Apr 13, 200066
-11.60%Apr 2, 200411Apr 20, 200453Jul 7, 200464
-11.58%Mar 29, 200638May 23, 200649Aug 2, 200687
-10.82%Aug 2, 200059Oct 25, 200025Nov 30, 200084
-10.29%Aug 2, 200550Oct 12, 200526Nov 17, 200576
-9.39%Sep 8, 201413Sep 25, 201417Oct 20, 201430
-9.34%Jan 4, 202238Mar 1, 202220Mar 29, 202258
-8.75%Oct 26, 20066Nov 3, 200653Jan 24, 200759
-8.06%Oct 20, 201019Nov 16, 201011Dec 2, 201030
-7.92%Nov 2, 199930Dec 15, 19999Dec 29, 199939