Dividend Aristocrats Performance Guide: Compare Returns of S&P 500 and Essex Property Trust (ESS)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and ESS | ||
|---|---|---|
| S&P 500 | ESS | |
| Start Date | Jun-01-2014 | May-30-2014 |
| Start Price | $2,546.84 | $132.93 |
| End Date | Jun-01-2024 | May-31-2024 |
| End Price | $5,277.52 | $259.79 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | May-30-2014 |
| Min Price | $2,503.97 | $132.93 |
| Max Date | Jun-01-2024 | Dec-31-2021 |
| Max Price | $5,277.52 | $323.36 |
| Total Return | 107.22% | 95.44% |
| Annualized Return | 7.49% | 6.87% |
| Current Value of $1,000 Purchase | $2,072 | $1,954 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 22.08% |
| Minimum Return | -25.54% | -37.87% |
| Maximum Return | 110.77% | 143.26% |
| Number Profitable Returns | 6,506 | 5,788 |
| Percent Profitable Returns | 89.61% | 79.72% |
| Number Unprofitable Returns | 754 | 1,472 |
| Percent Unprofitable Returns | 10.39% | 20.28% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 3.93 |
ESS Performance Table and Chart
ESS Dividend Chart
ESS Dollar-cost Average
ESS Trendline Chart
ESS Moving Average Chart
ESS Stock Return Map - See Patterns of Gains and Losses
ESS Stock Returns/Purchase Dates