Essex Property Trust, Inc (ESS) Growth of $10K (Lump Sum & DCA)ESSEssex Property Trust, IncNYSEReal Estate$269.39$-4.54 -1.66%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$17,740+$7,740 · +77.40%
Total invested$10,000
Annualised (CAGR)+5.91%
Max drawdown-41.61%
SIP · Monthly122 contributions
$100 every month
$15,319+$3,119 · +25.57%
Total invested$12,200
Money-weighted (XIRR)+4.47%
Max drawdown-39.72%
SIP · Biweekly261 contributions
$100 every two weeks
$32,762+$6,662 · +25.53%
Total invested$26,100
Money-weighted (XIRR)+4.48%
Max drawdown-39.26%
Best 12-month stretch+71.16%Oct 2020 → Oct 2021
Worst 12-month stretch-39.18%Mar 2022 → Mar 2023
Deepest drawdown-41.61%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,948on $10,000, trailing 10 years
Growth of your contributions
It would be worth$33,060after your settings in ESS
Profit+$10,860+48.92% on money in
Annualised return+5.43%Money-weighted (XIRR)
Deepest dip-41.03%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-2.39% | -8.84% | +10.93% | +5.90% | +11.77% p.a. | -0.17% p.a. | +5.91% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +10.30% | +6.82% | +1.87% | +29.72% | -18.18% | +52.40% | -37.76% | +21.97% | +18.89% | -6.21% | +7.95% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,356 | +$1,056 | +10.25% |
| 2017 | $11,500 | $13,323 | +$1,823 | +15.85% |
| 2018 | $12,800 | $14,882 | +$2,082 | +16.26% |
| 2019 | $14,000 | $20,539 | +$6,539 | +46.71% |
| 2020 | $15,200 | $18,049 | +$2,849 | +18.74% |
| 2021 | $16,400 | $28,937 | +$12,537 | +76.44% |
| 2022 | $17,600 | $18,953 | +$1,353 | +7.69% |
| 2023 | $18,800 | $24,483 | +$5,683 | +30.23% |
| 2024 | $20,100 | $30,520 | +$10,420 | +51.84% |
| 2025 | $21,300 | $29,764 | +$8,464 | +39.74% |
| 2026 (YTD) | $22,200 | $33,060 | +$10,860 | +48.92% |