Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQR (Equity Residential) | 10.70% | 4.07% | 6.79% | 0.80% | 4.88% | 5.52% | 6.81% | … | … |
Data as of 06/05/2026, Common starting date is 08/12/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQR (Equity Residential) | 08/12/1993 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.19 | 4.07 | 6.79 | 0.80 | 4.88 | 5.52 | 6.81 | … | … | 10.70 | -8.57 | 20.81 | 8.32 | -32.48 | 57.32 | -23.61 | 26.17 | 7.08 | 2.19 | -4.55 | 16.92 | 42.95 | -5.27 | 2.43 | 12.92 | 58.84 | 21.07 | -14.05 | -24.89 | 34.65 | 13.38 | 29.50 | 27.92 | -8.64 | 10.15 | 38.62 | 5.89 | -20.27 | 22.58 | 34.69 | 2.08 | -5.88 | 11.35 |
| Sharpe Ratio | NA | -0.25 | 0.20 | -0.09 | 0.08 | NA | NA | … | … | 0.62 | -0.50 | 0.89 | 0.21 | -1.26 | 2.85 | -0.47 | 1.76 | 0.30 | 0.13 | -0.23 | 0.82 | 2.98 | -0.29 | 0.14 | 0.43 | 1.82 | 0.27 | -0.17 | -0.87 | 1.74 | 0.60 | 1.51 | 1.60 | -0.45 | 0.46 | 2.04 | 0.15 | -1.16 | 1.15 | 1.85 | -0.10 | -0.35 | 0.91 |
| Standard Deviation(%) | NA | 19.95 | 21.15 | 22.47 | 25.02 | NA | NA | … | … | 21.57 | 22.95 | 19.34 | 22.37 | 27.01 | 20.10 | 50.93 | 14.02 | 18.85 | 12.21 | 20.68 | 20.61 | 14.38 | 18.20 | 16.61 | 30.19 | 32.22 | 78.73 | 86.73 | 32.34 | 18.03 | 18.64 | 18.84 | 16.97 | 21.52 | 16.99 | 16.86 | 16.93 | 20.41 | 16.33 | 16.58 | 18.73 | 25.71 | 32.50 |
| Draw Down(%) | NA | 14.70 | 22.13 | 39.34 | 45.90 | NA | NA | … | … | 11.58 | 19.33 | 10.70 | 22.13 | 35.84 | 6.65 | 45.15 | 10.29 | 13.44 | 9.92 | 16.79 | 14.98 | 9.39 | 16.35 | 16.96 | 21.56 | 15.77 | 43.96 | 54.84 | 37.33 | 11.58 | 12.82 | 11.60 | 10.30 | 26.77 | 15.57 | 11.85 | 19.82 | 32.97 | 13.40 | 7.46 | 16.67 | 26.33 | 17.93 |
| Yield(%) | 0.00 | 4.06 | 4.29 | 3.31 | 4.26 | 4.98 | 5.92 | … | … | 2.25 | 3.93 | 3.26 | 4.51 | 2.75 | 4.19 | 3.02 | 3.56 | 3.40 | 3.17 | 16.29 | 3.01 | 3.85 | 3.25 | 3.15 | 3.01 | 4.41 | 5.82 | 5.30 | 3.68 | 4.48 | 4.91 | 5.87 | 6.91 | 6.02 | 6.21 | 7.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/12/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQR (Equity Residential) |
-23.76%
Feb 2006 – Feb 2009 |
-5.66%
Feb 2004 – Feb 2009 |
1.71%
Mar 2016 – Mar 2026 |
3.78%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQR (Equity Residential) |
56.07%
Mar 2009 – Mar 2012 |
32.11%
Feb 2009 – Feb 2014 |
21.41%
Feb 2009 – Feb 2019 |
14.74%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart