Over the latest trailing 12-month period, total return cagr is +9.71%. The comparable SPY value is +23.65%. Year-to-date total return is +9.99%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EQR
$160,245
(16.0x return)
Invested on Aug 5, 1996
Growth of $10,000 in SPY (S&P 500)
$194,874
(19.5x return)
Invested on Aug 5, 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
+10.0%
1-Year Total Return
+9.7%
Current Dividend Yield
4.16%
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 | +5.0% | +9.7% | +4.7% |
| 3 Years | +0.5% | +4.7% | +4.3% |
| 5 Years | (4.5%) | (0.7%) | +3.8% |
| 10 Years | (0.0%) | +3.6% | +3.6% |
| 15 Years | +1.3% | +5.5% | +4.3% |
| 20 Years |
| +1.7% |
| +6.1% |
| +4.4% |
