Over the latest trailing 12-month period, total return cagr is +5.26%. The comparable SPY value is +17.31%. Year-to-date total return is +14.40%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ESS
$417,955
(41.8x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$196,653
(19.7x return)
Invested on Jul 29, 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
+14.4%
1-Year Total Return
+5.3%
Current Dividend Yield
3.55%
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 | +1.3% | +5.3% | +4.0% |
| 3 Years | +7.8% | +12.0% | +4.1% |
| 5 Years | (2.6%) | +1.0% | +3.6% |
| 10 Years | +2.9% | +6.3% | +3.5% |
| 15 Years | +5.0% | +8.4% | +3.4% |
| 20 Years |
| +4.7% |
| +8.3% |
| +3.6% |
