Essex Property Trust, Inc. (ESS) Total Return: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.
Growth of $10,000 in ESS
$453,428
(45.3x return)
Invested on Jun 13, 1996
Growth of $10,000 in SPY (S&P 500)
$185,569
(18.6x return)
Invested on Jun 13, 1996
Hypothetical Growth of $10,000
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.
Recent Performance Indicators
YTD Total Return
+10.7%
1-Year Total Return
+1.8%
Current Dividend Yield
3.63%
Price CAGR vs. Total Return CAGR
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 | (2.1%) | +1.8% | +3.9% |
| 3 Years | +7.0% | +11.1% | +4.1% |
| 5 Years | (2.0%) | +1.5% | +3.5% |
| 10 Years | +3.1% | +6.5% | +3.5% |
| 15 Years | +5.2% | +8.5% | +3.4% |
| 20 Years | +5.0% | +8.6% | +3.6% |
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