Equity Residential (EQR): analysis and statistics
Return, volatility, Sharpe ratio and risk for Equity Residential, an S&P 500 component in the Real Estate sector. Data as of 2026-07-30.
| Last close price | $67.14 |
| Sector (GICS) | Real Estate |
| Annualized return (3.0 yr) | +4.89% |
| Total return over period | +15.31% |
| Annualized volatility | 21.22% |
| Sharpe ratio | 0.06 |
| Sortino ratio | 0.08 |
| Max drawdown | -21.25% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.00% |
| Correlation with the S&P 500 | 0.39 |
| Period range | $47.49 – $72.00 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Equity Residential (EQR) has posted an annualized return of +4.89% with annual volatility of 21.22%, a Sharpe ratio of 0.06. Its worst stretch (max drawdown from a peak) was -21.25%. Its correlation with the S&P 500 is 0.39, which means it moves fairly independently of the index, useful for diversification.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how EQR would fit inside an optimized portfolio alongside other S&P 500 stocks, try the optimizer.
Optimize a portfolio with EQR →
Other Real Estate stocks
What is the Sharpe ratio? · How to optimize an S&P 500 portfolio