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Essex Property Trust ESS

equity

Price History

$15.13$127.49$239.86$352.23
1994-06 · DCA start$17.63

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-62.3%-41.5%-20.8%0.0%
1994-062026-08 · -20.1%

Worst drawdown: −62%, peaking Jan 2007 and bottoming Feb 2009 — 62 months below the prior high before recovering.

DCA Backtest

Invested
$38,700
Value today
$155,371
Return
+301.5%
Months invested
387

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $60,707 today, so the real (inflation-adjusted) return is +155.9%.

Lump sum instead — $38,700 all at once in Jun 1994: $617,597 (+1495.9%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Dec 2021): $6,164 on $5,700 invested (+8.1%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
1994
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1994-06: +301.5%

About Essex Property Trust

Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area. (Wikipedia)

It's a listed company categorised under real estate and multi-family residential reits, with a market cap of about $18.1B.

It rates Medium-High Risk at 2.5/5, meaning real but ordinary risk — the kind most mainstream assets carry, with some factors scoring poorly.

What pushes the score up: earnings quality (5.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-High Risk(2.5/5)80% rated

How these ratings work

Market / Volatility2.3/5 · weight 20%
  • Annualised volatility (3yr)2/520.4
  • Max drawdown from ATH3/562.3
  • Beta vs S&P 5002/50.63
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5137.8m
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.0/5 · weight 20%
  • Debt / equity2/51.2
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality5.0/5 · weight 15%
  • 3yr EPS volatility5/565.4
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.