Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESS (Essex Property Trust, Inc.) | 8.37% | 2.89% | 11.41% | 1.54% | 6.14% | 8.33% | 8.50% | … | … |
Data as of 06/03/2026, Common starting date is 06/07/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESS (Essex Property Trust, Inc.) | 06/07/1994 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 2.89 | 11.41 | 1.54 | 6.14 | 8.33 | 8.50 | … | … | 8.37 | -4.98 | 18.36 | 21.97 | -37.76 | 52.40 | -18.09 | 25.92 | 4.83 | 6.82 | -0.09 | 18.87 | 48.93 | 1.08 | 7.50 | 27.05 | 42.12 | 15.56 | -17.94 | -22.08 | 44.34 | 14.43 | 36.36 | 33.13 | 9.16 | -4.45 | 69.47 | 14.29 | -15.00 | 19.15 | 52.60 | 27.27 | -21.94 |
| Sharpe Ratio | NA | -0.10 | 0.44 | -0.02 | 0.14 | NA | NA | … | … | 0.67 | -0.32 | 0.71 | 0.72 | -1.48 | 2.35 | -0.36 | 1.61 | 0.17 | 0.44 | -0.01 | 0.94 | 3.47 | 0.06 | 0.50 | 0.92 | 1.49 | 0.26 | -0.27 | -0.89 | 2.33 | 0.60 | 1.81 | 2.06 | 0.43 | -0.39 | 3.90 | 0.58 | -0.97 | 0.75 | 2.47 | 1.10 | -1.70 |
| Standard Deviation(%) | NA | 20.88 | 22.77 | 23.78 | 25.99 | NA | NA | … | … | 20.65 | 24.90 | 20.77 | 25.70 | 26.56 | 22.31 | 50.87 | 15.19 | 20.30 | 14.18 | 21.19 | 19.97 | 14.10 | 18.20 | 15.12 | 29.48 | 28.17 | 58.38 | 69.49 | 28.38 | 17.64 | 20.27 | 19.60 | 15.71 | 18.67 | 18.03 | 16.75 | 18.83 | 19.11 | 20.42 | 19.65 | 21.20 | 22.75 |
| Draw Down(%) | NA | 16.49 | 20.77 | 43.87 | 44.84 | NA | NA | … | … | 8.80 | 19.07 | 11.38 | 18.00 | 41.28 | 8.14 | 44.62 | 10.93 | 10.20 | 11.19 | 19.91 | 12.75 | 8.94 | 16.57 | 13.24 | 19.83 | 15.07 | 33.86 | 49.99 | 32.73 | 8.38 | 16.84 | 9.63 | 6.59 | 17.84 | 21.63 | 9.97 | 15.02 | 22.14 | 11.32 | 6.51 | 8.22 | 23.23 |
| Yield(%) | 0.00 | 3.67 | 4.38 | 3.05 | 3.96 | 5.43 | 6.04 | … | … | 2.01 | 3.63 | 2.94 | 4.37 | 2.49 | 3.66 | 2.79 | 3.30 | 3.10 | 3.05 | 2.70 | 2.74 | 4.38 | 3.26 | 3.14 | 3.55 | 5.00 | 5.49 | 4.26 | 2.88 | 3.56 | 3.91 | 4.93 | 6.07 | 6.25 | 5.16 | 7.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/07/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESS (Essex Property Trust, Inc.) |
-16.12%
Mar 2006 – Mar 2009 |
-0.85%
Nov 2018 – Nov 2023 |
3.72%
Mar 2016 – Mar 2026 |
7.56%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESS (Essex Property Trust, Inc.) |
43.95%
Mar 2009 – Mar 2012 |
31.27%
Jan 2002 – Jan 2007 |
21.89%
Jul 1996 – Jul 2006 |
18.35%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart