Over the latest trailing 12-month period, total return cagr is +4.12%. The comparable SPY value is +17.49%. Year-to-date total return is +7.17%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EQR
$153,944
(15.4x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$188,616
(18.9x return)
Invested on Sep 10, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+7.2%
1-Year Total Return
+4.1%
Current Dividend Yield
4.38%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (0.4%) | +4.1% | +4.5% |
| 3 Years | +0.7% | +5.0% | +4.3% |
| 5 Years | (5.3%) | (1.4%) | +3.8% |
| 10 Years | +0.1% | +3.8% | +3.6% |
| 15 Years | +0.6% | +4.9% | +4.3% |
| 20 Years |
| +1.4% |
| +5.8% |
| +4.4% |
