Skip to main content

Want a detailed portfolio tracker?

Performance analysis of Essex Property Trust (ESS)

Annual Return

Over the past 3 years, ESS has had an average annual return of +10.31%, underperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, ESS has had an average annual return of +1.45%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, ESS has had an average annual return of +6.07%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, ESS has had an average annual return of +12.76%, outperforming the benchmark SPY, which returned +8.49% annual.

202620252024202320222021202020192018201720162015
+15.66%-5.00%+18.31%+21.93%-37.74%+52.38%-18.08%+25.91%+4.77%+6.80%-0.13%+18.87%
201420132012201120102009200820072006200520042003
+48%+1.06%+7.51%+27.06%+42.12%+15.59%-18.01%-22.09%+44.29%+14.43%+36.37%+33.12%
2002200120001999
+9.16%-4.45%+69.42%+5.90%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-2.79%+1.29%-4.12%+8.76%+3.58%+7.90%+0.79%+15.66%
2025+0.57%+9.49%-0.78%-8.94%+1.70%+0.73%-8.19%+3.85%+0.00730%-5.94%+4.71%-0.74%-5.00%
2024-5.92%-0.80%+6.87%+0.59%+5.50%+5.72%+2.26%+8.42%-1.30%-3.91%+9.37%-8.06%+18.31%
2023+6.68%+0.88%-7.26%+5.06%-1.67%+9.52%+3.95%-2.12%-10.06%+0.86%-0.21%+17.23%+21.93%
2022-5.60%-4.61%+9.61%-4.69%-13.79%-7.10%+9.57%-7.49%-7.77%-8.25%-0.84%-2.84%-37.74%
2021+0.92%+6.34%+7.49%+6.87%+1.64%+2.30%+9.36%+0.80%-2.70%+6.31%-0.14%+4.38%+52.38%
2020+2.96%-8.52%-21.56%+10.83%-0.54%-4.74%-3.68%-1.92%-6.30%+1.89%+20.18%-2.60%-18.08%
2019+10.60%+3.19%+4.05%-2.33%+3.27%+0.74%+3.52%+6.30%+2.29%+0.15%-4.57%-3.00%+25.91%
2018-3.48%-3.93%+8.36%-0.41%-0.28%+0.81%+0.58%+2.42%+0.95%+1.65%+4.68%-5.88%+4.77%
2017-3.53%+4.64%-0.61%+5.59%+5.09%+0.81%+1.72%+1.63%-3.83%+3.31%-5.88%-1.57%+6.80%

Drawdown analysis of Essex Property Trust (ESS)

The maximum drawdown for the ESS was -62.70%, occurring on Mar 2, 2009. Recovery took 503 trading sessions.

The current ESS drawdown is -3.87%.

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

  • 50% or more: 1 time
  • 40% or more: 3 times
  • 30% or more: 3 times
  • 20% or more: 5 times
  • 10% or more: 19 times
DepthStartTo BottomBottomTo RecoverEndTotal
-62.70%Feb 8, 2007518Mar 2, 2009503Feb 28, 20111021
-44.85%Oct 21, 2019105Mar 23, 2020326Jul 8, 2021431
-43.86%Apr 21, 2022231Mar 23, 2023OngoingOngoingOngoing
-23.28%Dec 18, 200080Apr 16, 2001232Mar 22, 2002312
-20.97%Dec 30, 201529Feb 11, 2016280Mar 23, 2017309
-19.82%Sep 8, 201117Oct 3, 201118Oct 27, 201135
-18.00%Sep 11, 2017103Feb 7, 2018204Nov 28, 2018307
-17.84%Jun 27, 200217Jul 23, 2002167Mar 21, 2003184
-17.33%Dec 15, 200469Mar 28, 200553Jun 10, 2005122
-16.57%Jul 22, 201330Sep 3, 2013111Feb 11, 2014141
-16.31%Oct 27, 201119Nov 23, 201142Jan 26, 201261
-15.85%Jul 22, 201111Aug 8, 201117Aug 31, 201128
-13.24%Jul 17, 201284Nov 15, 201296Apr 8, 2013180
-12.93%May 21, 201321Jun 20, 201321Jul 22, 201342
-12.76%Mar 20, 2015117Sep 4, 201530Oct 19, 2015147
-12.01%Jan 4, 202234Feb 23, 202224Mar 29, 202258
-11.72%Aug 2, 200551Oct 13, 200522Nov 14, 200573
-11.59%Nov 15, 199922Dec 16, 19998Dec 29, 199930
-10.27%Dec 6, 201817Jan 2, 201917Jan 28, 201934
-9.97%Sep 28, 200035Nov 16, 200021Dec 18, 200056
-9.63%Apr 1, 200412Apr 20, 200438Jun 15, 200450
-8.99%Oct 19, 201515Nov 9, 201526Dec 16, 201541
-8.98%Apr 12, 200226May 20, 200223Jun 21, 200249
-8.95%Sep 5, 201422Oct 7, 201412Oct 23, 201434
-8.38%Mar 17, 200620Apr 17, 200653Jun 30, 200673