Check historical price trends and seasonality for Equity Residential (EQR).
Equity Residential (EQR) average YTD return over the past 10 years is +0.40%.
Over the past 10 years, the return for the specified period (Jan 16 for 60 days) is -0.51%.
2 wins 3 losses with a win rate of 40.00%.
1) Overview:
Equity Residential exhibits a distinct seasonal pattern. The stock tends to rally from early February, reaching a peak around September 6 with an average gain of +4.3%. Following this high, the stock enters a bearish phase, declining through October and into early November. The stock price then recovers in late November and early December, consolidating into the end of the year, with a slight positive movement of +0.4% on December 31. A notable dip occurs around March 23, with an average decline of -3.5%.
2) Buy-the-dip points:
Several potential buying opportunities exist based on historical seasonality. The most significant pullback occurs around March 23, presenting a chance to buy at a lower price before a potential rebound. Another dip occurs in May, with the stock bottoming out around May 23. The decline from late September through October and early November offers another entry point, as the stock tends to recover in late November.
3) Summary:
Based on the data, a seasonal investment strategy for Equity Residential could involve buying during pullback periods in late March and late May. A more extended accumulation phase could begin in late October/early November. Consider taking profits around September 6 to capitalize on the historically strong performance during that period.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2025 | 2025-01-16 | 70.2500 | 2025-03-16 | 68.9400 | -1.3100 | -1.86 |
| 2024 | 2024-01-16 | 61.4400 | 2024-03-15 | 63.0300 | 1.5900 | 2.59 |
| 2020 | 2020-01-16 | 82.5100 | 2020-03-15 | 73.6100 | -8.9000 | -10.79 |
| 2019 | 2019-01-16 | 69.0800 | 2019-03-16 | 74.7600 | 5.6800 | 8.22 |
| 2018 | 2018-01-16 | 60.6700 | 2018-03-16 | 60.2300 | -0.4400 | -0.73 |
| Avg | 68.7900 | 68.1140 | -0.68 | -0.51 |
| Day \ Month | Jan Total +0.54% | Feb Total -1.10% | Mar Total +0.99% | Apr Total +0.44% | May Total -0.35% | Jun Total +0.26% | Jul Total +1.18% | Aug Total +1.42% | Sep Total -3.59% | Oct Total -2.79% | Nov Total +4.29% | Dec Total -0.70% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg -0.17% | 0.00% | -0.27% | -0.89% | -0.61% | -0.23% | +0.01% | +0.41% | -0.01% | +0.15% | +0.27% | -0.82% | 0.00% |
| 2 Avg +0.11% | -0.60% | +0.57% | +1.04% | -0.59% | +0.03% | +0.62% | +0.07% | -0.25% | -0.14% | +0.04% | +0.19% | +0.34% |
| 3 Avg +0.04% | +0.04% | -0.22% | +0.60% | -0.29% | -0.12% | -0.46% | +0.26% | -0.50% | +0.23% | -0.31% | +1.10% | +0.19% |
| 4 Avg +0.07% | -0.20% | +0.33% | +0.69% | -0.80% | +0.25% | -0.01% | 0.00% | +0.27% | +0.19% | +0.45% | -0.35% | +0.01% |
| 5 Avg +0.02% | -0.35% | -0.65% | -0.01% | +0.13% | -0.14% | +1.01% | +0.18% | -0.10% | +0.19% | -0.28% | +0.63% | -0.38% |
| 6 Avg +0.08% | +0.25% | +0.07% | -0.34% | +1.31% | -0.07% | -0.44% | -0.32% | +0.53% | +0.24% | -0.38% | -0.21% | +0.34% |
| 7 Avg -0.06% | -0.47% | -0.13% | -0.08% | -0.17% | +0.27% | +0.55% | -0.38% | +0.34% | -0.01% | -0.49% | -0.06% | -0.03% |
| 8 Avg +0.21% | +0.31% | -0.31% | +0.34% | +0.89% | -0.27% | +0.28% | +0.30% | +0.15% | -0.33% | +0.17% | +0.65% | +0.33% |
| 9 Avg +0.10% | -0.37% | +0.27% | -0.17% | +1.41% | -0.15% | -0.39% | +0.04% | +0.43% | -0.54% | -0.02% | +1.12% | -0.38% |
| 10 Avg +0.02% | +0.01% | +0.01% | +0.13% | -0.37% | +0.32% | +0.29% | +0.16% | -0.39% | -0.18% | -0.29% | +0.88% | -0.29% |
| 11 Avg -0.20% | +0.50% | -0.01% | -0.53% | -0.29% | -0.43% | -0.73% | -0.04% | -0.29% | +0.06% | +0.06% | -0.23% | -0.45% |
| 12 Avg -0.08% | +0.27% | -0.10% | -0.54% | -0.33% | -0.66% | +0.30% | +0.13% | +0.18% | +0.20% | -0.05% | -0.34% | +0.03% |
| 13 Avg +0.07% | +0.33% | +0.35% | +0.76% | -0.57% | -0.17% | -0.64% | -0.18% | +0.11% | -0.53% | +0.10% | +0.69% | +0.53% |
| 14 Avg +0.10% | -0.03% | +0.06% | -0.02% | +0.45% | -0.18% | +0.30% | +0.19% | -0.09% | +0.51% | -0.16% | +0.37% | -0.20% |
| 15 Avg +0.14% | +0.37% | +0.56% | +0.63% | -0.22% | 0.00% | +0.06% | +0.25% | +0.31% | -0.25% | -0.11% | -0.20% | +0.25% |
| 16 Avg -0.11% | +0.18% | -0.03% | -1.77% | -0.45% | -0.28% | +0.40% | +0.22% | -0.03% | +0.04% | +0.19% | +0.44% | -0.29% |
| 17 Avg +0.14% | +0.02% | -0.23% | +1.10% | +1.28% | -0.10% | -0.14% | +0.01% | +0.28% | -0.27% | +0.38% | -0.30% | -0.33% |
| 18 Avg -0.25% | -0.26% | -0.07% | -1.24% | +0.15% | +0.42% | -0.37% | -0.07% | -0.57% | -0.65% | +0.12% | +0.07% | -0.53% |
| 19 Avg -0.23% | -0.20% | +0.01% | -0.36% | +0.26% | -0.76% | -0.46% | +0.34% | +0.09% | -0.16% | -0.62% | -0.26% | -0.61% |
| 20 Avg -0.11% | -0.06% | +0.04% | -0.68% | -0.70% | +0.29% | +0.08% | -0.25% | +0.23% | -0.20% | +0.01% | +0.11% | -0.14% |
| 21 Avg -0.10% | +0.14% | +0.01% | -0.13% | -0.29% | -0.17% | +0.27% | -0.03% | -0.22% | -0.76% | -0.08% | +0.18% | -0.12% |
| 22 Avg +0.00% | -0.12% | +0.05% | -0.56% | +0.32% | -0.18% | -0.32% | +0.54% | +0.03% | -0.22% | -0.01% | +0.28% | +0.23% |
| 23 Avg -0.07% | +0.01% | +0.38% | -1.20% | +0.11% | +0.09% | -0.20% | +0.07% | +0.05% | -0.01% | +0.12% | -0.14% | -0.15% |
| 24 Avg -0.02% | -0.14% | -0.05% | +0.46% | +0.35% | +0.07% | -0.55% | -0.47% | +0.37% | -0.82% | +0.21% | +0.36% | -0.07% |
| 25 Avg +0.04% | -0.15% | -0.15% | +0.51% | -0.08% | +0.17% | -0.29% | -0.14% | +0.35% | -0.03% | +0.11% | +0.21% | 0.00% |
| 26 Avg +0.08% | +0.42% | -0.41% | +1.16% | 0.00% | +0.58% | +0.02% | +0.36% | -0.61% | -0.53% | -0.38% | -0.09% | +0.47% |
| 27 Avg -0.08% | -0.23% | -0.70% | +0.71% | -0.15% | +0.39% | +0.24% | -0.71% | +0.58% | -0.46% | -0.77% | -0.21% | +0.28% |
| 28 Avg +0.17% | +0.27% | -0.50% | +0.83% | +0.21% | -0.01% | +0.29% | +0.30% | +0.20% | +0.92% | -0.67% | -0.06% | +0.26% |
| 29 Avg +0.01% | -0.02% | - | +0.71% | -0.58% | -0.16% | +0.26% | +0.54% | +0.14% | -0.53% | -0.47% | +0.28% | -0.06% |
| 30 Avg +0.09% | -0.05% | - | +0.01% | +0.06% | +0.53% | +0.26% | -0.63% | +0.15% | +0.27% | +0.38% | 0.00% | +0.02% |
| 31 Avg +0.04% | +0.67% | - | -0.17% | - | +0.30% | - | +0.03% | -0.29% | - | -0.34% | - | +0.05% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
