Essex Property Trust, Inc. (ESS) Total Return CAGR:1.84%(TTM)
Over the latest trailing 12-month period, Essex Property Trust, Inc. (ESS)'s total return cagr is +1.84%. The comparable SPY value is +24.27%. Year-to-date total return is +10.69%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Essex Property Trust, Inc.'s Total Return CAGR averages 11.09% over 3 years and 1.54% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Essex Property Trust, Inc.'s investment performance.
ESS Total Return CAGR Chart
Essex Property Trust, Inc. (ESS)
ESS Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
ESS Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 4096.34 | 4534.28 | +437.94 | +10.69% | +10.69% |
| 2025 | 4311.76 | 4096.34 | -215.41 | -5.00% | -5.00% |
| 2024 | 3644.37 | 4311.76 | +667.39 | +18.31% | +18.31% |
| 2023 | 2988.94 | 3644.37 | +655.43 | +21.93% | +21.93% |
| 2022 | 4801.12 | 2988.94 | -1812.19 | -37.75% | -37.75% |
| 2021 | 3150.84 | 4801.12 | +1650.29 | +52.38% | +52.38% |
| 2020 | 3846.30 | 3150.84 | -695.47 | -18.08% | -18.08% |
| 2019 | 3054.84 | 3846.30 | +791.46 | +25.91% | +25.91% |
| 2018 | 2915.76 | 3054.84 | +139.08 | +4.77% | +4.77% |
| 2017 | 2730.11 | 2915.76 | +185.65 | +6.80% | +6.80% |
| 2016 | 2733.68 | 2730.11 | -3.56 | -0.13% | -0.13% |
| 2015 | 2299.73 | 2733.68 | +433.94 | +18.87% | +18.87% |
| 2014 | 1553.83 | 2299.73 | +745.90 | +48.00% | +48.00% |
| 2013 | 1537.59 | 1553.83 | +16.24 | +1.06% | +1.06% |
| 2012 | 1430.23 | 1537.59 | +107.36 | +7.51% | +7.51% |
| 2011 | 1125.67 | 1430.23 | +304.56 | +27.06% | +27.06% |
| 2010 | 792.08 | 1125.67 | +333.59 | +42.12% | +42.12% |
| 2009 | 685.21 | 792.08 | +106.87 | +15.60% | +15.60% |
| 2008 | 835.68 | 685.21 | -150.47 | -18.01% | -18.01% |
| 2007 | 1072.67 | 835.68 | -236.99 | -22.09% | -22.09% |
| 2006 | 743.42 | 1072.67 | +329.25 | +44.29% | +44.29% |
| 2005 | 649.65 | 743.42 | +93.77 | +14.43% | +14.43% |
| 2004 | 476.41 | 649.65 | +173.24 | +36.36% | +36.36% |
| 2003 | 357.85 | 476.41 | +118.56 | +33.13% | +33.13% |
| 2002 | 327.83 | 357.85 | +30.02 | +9.16% | +9.16% |
| 2001 | 343.10 | 327.83 | -15.27 | -4.45% | -4.45% |
| 2000 | 202.45 | 343.10 | +140.65 | +69.47% | +69.47% |
| 1999 | 165.64 | 202.45 | +36.80 | +22.22% | +22.22% |
| 1998 | 183.11 | 165.64 | -17.46 | -9.54% | -9.54% |
| 1997 | 145.58 | 183.11 | +37.53 | +25.78% | +25.78% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 4,534 | +17.3% | +4.7% |
| Q1 2026 | 3,867 | -5.8% | -16.9% |
| Q4 2025 | 4,104 | +0.4% | -3.9% |
| Q3 2025 | 4,088 | -5.6% | -7.4% |
| Q2 2025 | 4,332 | -6.9% | +6.7% |
| Q1 2025 | 4,651 | +8.9% | +33.1% |
| Q4 2024 | 4,272 | -3.2% | +21.2% |
| Q3 2024 | 4,414 | +8.7% | +39.9% |
| Q2 2024 | 4,059 | +16.2% | +22.3% |
| Q1 2024 | 3,494 | -0.9% | +20.0% |
| Q4 2023 | 3,526 | +11.7% | +19.7% |
| Q3 2023 | 3,156 | -4.9% | -5.3% |
| Q2 2023 | 3,319 | +14.0% | -7.5% |
| Q1 2023 | 2,912 | -1.1% | -36.3% |
| Q4 2022 | 2,945 | -11.7% | -38.7% |
| Q3 2022 | 3,333 | -7.1% | -23.1% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About Essex Property Trust, Inc.
Essex Property Trust, Inc., a prominent S&P 500 constituent, operates as a vertically integrated real estate investment trust (REIT). The company focuses on the purchase, construction, renovation, and ongoing management of residential apartment complexes across select West Coast regions. Currently, Essex maintains ownership interests in 246 apartment communities, offering a total of roughly 60,000 homes, with an additional six properties actively advancing through various stages of development.
- Sector
- Real Estate
- Industry
- REIT - Residential
- CEO
- Angela L. Kleiman