UDR, Inc. (UDR) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$8,973
Total Return
-10.27%
CAGR
-2.15%
Dividends
$1,782.54
Yield on Cost
17.83%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.02% |
| Median | +0.26% |
| Best | +16.35% |
| Worst | -21.65% |
| % of Windows Positive | 52.2% |
1-Year (252 Trading Days)
| Average | -4.78% |
| Median | -7.96% |
| Best | +45.34% |
| Worst | -36.54% |
| % of Windows Positive | 29.6% |
3-Year (756 Trading Days)
| Average | -8.10% |
| Median | -7.84% |
| Best | +8.32% |
| Worst | -26.97% |
| % of Windows Positive | 16.6% |
Risk Metrics
| Maximum Drawdown | -45.25% |
| Average Drawdown | -24.18% |
| Drawdown Duration | 1105 Trading Days (Unrecovered) |
| Sortino Ratio | 0.03 |
| Calmar Ratio | -0.05 |
| CVaR (5%) | -3.21% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +4.54% (+11.10% ann.) | +$453.91 | $236.95 | $47.39 | $0.38 |
| 2025 | -12.49% | $1248.56 | $400.18 | $80.04 | $0.64 |
| 2024 | +17.27% | +$1726.62 | $448.55 | $89.71 | $0.72 |
| 2023 | +2.20% | +$219.88 | $428.66 | $85.73 | $0.69 |
| 2022 | -33.82% | $3381.75 | $252.58 | $50.52 | $0.40 |
| 2021 | +60.08% | +$6008.42 | $381.02 | $76.20 | $0.61 |
| 2020 | -15.26% | $1525.74 | $307.88 | $61.58 | $0.49 |
| 2019 | +20.75% | +$2074.63 | $344.53 | $68.91 | $0.55 |
| 2018 | +5.69% | +$568.76 | $335.53 | $67.11 | $0.54 |
| 2017 | +8.40% | +$839.88 | $339.18 | $67.84 | $0.54 |
| 2016 | -0.38% | $37.68 | $312.49 | $62.50 | $0.50 |
| 2015 | +25.14% | +$2514.14 | $358.57 | $71.71 | $0.57 |
| 2014 | +36.12% | +$3611.82 | $440.02 | $88.00 | $0.70 |
| 2013 | +1.20% | +$120.43 | $393.40 | $78.68 | $0.63 |
| 2012 | -2.61% | $261.02 | $352.22 | $70.44 | $0.56 |
| 2011 | +9.52% | +$951.76 | $330.58 | $66.12 | $0.53 |
| 2010 | +47.55% | +$4754.91 | $446.59 | $89.32 | $0.71 |
| 2009 | +25.82% | +$2582.50 | $492.12 | $98.42 | $0.79 |
| 2008 | -21.69% | $2169.37 | $1362.28 | $272.45 | $2.18 |
| 2007 | -35.22% | $3522.03 | $415.23 | $83.05 | $0.66 |
| 2006 | +40.54% | +$4053.78 | $536.12 | $107.22 | $0.86 |
| 2005 | -1.36% | $135.86 | $488.83 | $97.77 | $0.78 |
| 2004 | +35.69% | +$3569.30 | $617.89 | $123.58 | $0.99 |
| 2003 | +23.70% | +$2369.97 | $707.03 | $141.41 | $1.13 |
| 2002 | +20.52% | +$2052.29 | $783.71 | $156.74 | $1.25 |
| 2001 | +42.47% | +$4247.31 | $1024.68 | $204.94 | $1.64 |
| 2000 | +18.71% | +$1870.82 | $1116.70 | $223.34 | $1.79 |
| 1999 | +3.42% | +$342.18 | $1056.72 | $211.34 | $1.69 |
| 1998 | -21.18% | $2117.83 | $761.21 | $152.24 | $1.22 |
| 1997 | -6.28% | $628.30 | $494.66 | $98.93 | $0.79 |
| 1996 | +10.25% | +$1025.02 | $811.12 | $162.22 | $1.30 |
| 1995 | +9.61% | +$961.18 | $616.63 | $123.32 | $0.99 |
| 1994 | +5.52% | +$551.63 | $542.34 | $108.47 | $0.87 |
| 1993 | +16.14% | +$1613.70 | $416.49 | $83.30 | $0.67 |
| 1992 | +28.63% | +$2863.38 | $647.39 | $129.48 | $1.04 |
| 1991 | +42.85% | +$4284.60 | $425.24 | $85.05 | $0.68 |
| 1990 | -12.02% | $1202.08 | $704.19 | $140.84 | $1.12 |
| 1989 | +4.68% | +$467.51 | $675.45 | $135.09 | $1.08 |
| 1988 | +11.14% | +$1114.22 | $648.44 | $129.69 | $1.04 |
| 1987 | +2.61% | +$261.25 | $154.07 | $30.82 | $0.25 |
| 1986 | +26.17% | +$2616.82 | $0.00 | $0.00 | $0.00 |
| 1985 | +30.49% | +$3048.78 | $0.00 | $0.00 | $0.00 |
| 1984 | +2.50% | +$250.00 | $0.00 | $0.00 | $0.00 |
| 1983 | +34.83% | +$3483.15 | $0.00 | $0.00 | $0.00 |
| 1982 | +15.58% | +$1558.44 | $0.00 | $0.00 | $0.00 |
| 1981 | +22.22% | +$2222.22 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +18.87% (+24.41% ann.) | +$1886.79 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -8.10% | -1.82% | $809.91 | $3632.97 | $726.59 | $5.81 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +74.67% | +24.20% | +$7467.42 | $3407.05 | $681.41 | $5.45 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +124.54% | +17.57% | +$12454.46 | $4525.65 | $905.13 | $7.24 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -67.32% | -54.69% | $6732.11 | $1188.99 | $237.80 | $1.90 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +258.21% | +45.93% | +$25821.16 | $3539.22 | $707.84 | $5.66 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +130.21% | +11.65% | +$13021.36 | $3606.16 | $721.23 | $5.77 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -40.78% | -99.75% | $4078.45 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 25, 2020 – November 6, 2020 | +4.33% | +7.08% | +$432.57 | $330.88 | $66.18 | $0.53 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +54.49% | +51.08% | +$5448.51 | $383.81 | $76.76 | $0.61 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -32.13% | -33.73% | $3212.85 | $267.09 | $53.42 | $0.43 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +20.90% | +10.78% | +$2090.50 | $733.53 | $146.71 | $1.17 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -13.35% | -8.06% | $1334.74 | $667.45 | $133.49 | $1.07 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-10-09 | $0.1300 | 1.42% |
| 1988-01-11 | $0.1300 | 1.52% |
| 1988-04-04 | $0.1350 | 1.50% |
| 1988-07-11 | $0.1350 | 1.54% |
| 1988-10-07 | $0.1450 | 1.61% |
| 1989-01-09 | $0.1450 | 1.60% |
| 1989-04-10 | $0.1500 | 1.68% |
| 1989-07-10 | $0.1500 | 1.64% |
| 1989-10-06 | $0.1550 | 1.64% |
| 1990-01-08 | $0.1550 | 1.73% |
| 1990-04-06 | $0.1550 | 1.92% |
| 1990-07-09 | $0.1550 | 1.91% |
| 1990-10-05 | $0.1550 | 2.28% |
| 1991-01-07 | $0.0775 | 1.05% |
| 1991-04-08 | $0.0775 | 0.89% |
| 1991-07-15 | $0.0775 | 0.87% |
| 1991-10-07 | $0.0800 | 0.85% |
| 1992-01-06 | $0.1600 | 1.55% |
| 1992-04-10 | $0.1650 | 1.65% |
| 1992-07-13 | $0.1650 | 1.53% |
| 1992-10-09 | $0.1650 | 1.43% |
| 1993-01-11 | $0.0825 | 0.65% |
| 1993-04-12 | $0.0875 | 0.63% |
| 1993-07-19 | $0.1750 | 1.24% |
| 1993-10-08 | $0.1750 | 1.07% |
| 1994-01-10 | $0.1750 | 1.31% |
| 1994-04-11 | $0.1950 | 1.33% |
| 1994-07-11 | $0.1950 | 1.38% |
| 1994-10-07 | $0.1950 | 1.50% |
| 1995-01-09 | $0.1950 | 1.37% |
| 1995-04-07 | $0.2250 | 1.65% |
| 1995-07-12 | $0.2250 | 1.53% |
| 1995-10-11 | $0.2250 | 1.59% |
| 1996-01-10 | $0.2250 | 1.51% |
| 1996-04-10 | $0.2400 | 1.66% |
| 1996-07-10 | $0.2400 | 1.67% |
| 1996-10-09 | $0.2400 | 1.70% |
| 1996-12-26 | $0.2400 | 1.55% |
| 1997-04-09 | $0.2520 | 1.77% |
| 1997-07-09 | $0.2520 | 1.70% |
| 1997-10-15 | $0.2520 | 1.69% |
| 1998-01-14 | $0.2520 | 1.72% |
| 1998-04-07 | $0.2620 | 1.81% |
| 1998-07-15 | $0.2620 | 1.90% |
| 1998-10-14 | $0.2620 | 2.37% |
| 1999-01-13 | $0.2620 | 2.38% |
| 1999-04-14 | $0.2650 | 2.55% |
| 1999-07-14 | $0.2660 | 2.25% |
| 1999-10-13 | $0.2650 | 2.30% |
| 2000-01-12 | $0.2650 | 2.57% |
| 2000-04-12 | $0.2680 | 2.63% |
| 2000-07-12 | $0.2680 | 2.31% |
| 2000-10-11 | $0.2680 | 2.60% |
| 2001-01-10 | $0.2680 | 2.44% |
| 2001-04-10 | $0.2700 | 2.18% |
| 2001-07-11 | $0.2700 | 1.93% |
| 2001-10-10 | $0.2700 | 1.89% |
| 2002-01-11 | $0.2700 | 1.87% |
| 2002-04-10 | $0.2780 | 1.70% |
| 2002-07-10 | $0.2780 | 1.79% |
| 2002-10-09 | $0.2780 | 1.91% |
| 2003-01-15 | $0.2780 | 1.71% |
| 2003-04-09 | $0.2850 | 1.72% |
| 2003-07-16 | $0.2850 | 1.58% |
| 2003-10-15 | $0.2850 | 1.52% |
| 2004-01-14 | $0.2850 | 1.54% |
| 2004-04-14 | $0.2930 | 1.62% |
| 2004-07-14 | $0.2930 | 1.49% |
| 2004-10-13 | $0.2930 | 1.46% |
| 2005-01-12 | $0.2930 | 1.29% |
| 2005-04-13 | $0.3000 | 1.40% |
| 2005-07-13 | $0.3000 | 1.21% |
| 2005-10-12 | $0.3000 | 1.39% |
| 2006-01-11 | $0.3000 | 1.20% |
| 2006-04-11 | $0.3130 | 1.14% |
| 2006-07-12 | $0.3130 | 1.10% |
| 2006-10-11 | $0.3130 | 1.00% |
| 2007-01-10 | $0.3130 | 1.01% |
| 2007-04-11 | $0.3300 | 1.07% |
| 2007-07-11 | $0.3300 | 1.22% |
| 2007-10-10 | $0.3300 | 1.28% |
| 2008-01-09 | $0.3300 | 1.70% |
| 2008-04-09 | $0.3300 | 1.32% |
| 2008-07-09 | $0.3300 | 1.38% |
| 2008-10-15 | $0.3300 | 1.75% |
| 2008-12-05 | $1.2900 | 8.93% |
| 2009-04-07 | $0.3050 | 3.41% |
| 2009-07-08 | $0.1800 | 1.79% |
| 2009-10-14 | $0.1800 | 1.17% |
| 2010-01-13 | $0.1800 | 1.15% |
| 2010-04-08 | $0.1800 | 0.98% |
| 2010-07-08 | $0.1800 | 0.93% |
| 2010-10-13 | $0.1850 | 0.85% |
| 2011-01-12 | $0.1850 | 0.81% |
| 2011-04-07 | $0.1850 | 0.76% |
| 2011-07-07 | $0.2000 | 0.78% |
| 2011-10-12 | $0.2000 | 0.90% |
| 2012-01-09 | $0.2150 | 0.87% |
| 2012-04-04 | $0.2200 | 0.82% |
| 2012-07-06 | $0.2200 | 0.84% |
| 2012-10-05 | $0.2200 | 0.91% |
| 2013-01-08 | $0.2200 | 0.91% |
| 2013-04-05 | $0.2350 | 0.95% |
| 2013-07-08 | $0.2350 | 0.91% |
| 2013-10-08 | $0.2350 | 0.99% |
| 2014-01-08 | $0.2350 | 0.99% |
| 2014-04-07 | $0.2600 | 1.01% |
| 2014-07-08 | $0.2600 | 0.91% |
| 2014-10-08 | $0.2600 | 0.95% |
| 2015-01-08 | $0.2600 | 0.81% |
| 2015-04-14 | $0.2780 | 0.85% |
| 2015-07-08 | $0.2780 | 0.83% |
| 2015-10-07 | $0.2780 | 0.79% |
| 2016-01-07 | $0.2780 | 0.75% |
| 2016-04-07 | $0.2950 | 0.77% |
| 2016-07-07 | $0.2950 | 0.79% |
| 2016-10-06 | $0.2950 | 0.87% |
| 2017-01-06 | $0.2950 | 0.81% |
| 2017-04-06 | $0.3100 | 0.86% |
| 2017-07-06 | $0.3100 | 0.79% |
| 2017-10-06 | $0.3100 | 0.80% |
| 2018-01-09 | $0.3100 | 0.82% |
| 2018-04-06 | $0.3230 | 0.90% |
| 2018-07-09 | $0.3230 | 0.86% |
| 2018-10-09 | $0.3230 | 0.80% |
| 2019-01-09 | $0.3230 | 0.82% |
| 2019-04-08 | $0.3430 | 0.75% |
| 2019-07-09 | $0.3430 | 0.74% |
| 2019-10-09 | $0.3430 | 0.70% |
| 2020-01-09 | $0.3430 | 0.75% |
| 2020-04-08 | $0.3600 | 1.01% |
| 2020-07-09 | $0.3600 | 0.99% |
| 2020-10-08 | $0.3600 | 1.02% |
| 2021-01-08 | $0.3600 | 0.96% |
| 2021-04-08 | $0.3630 | 0.81% |
| 2021-07-09 | $0.3630 | 0.71% |
| 2021-10-07 | $0.3630 | 0.67% |
| 2022-01-07 | $0.3630 | 0.61% |
| 2022-04-08 | $0.3800 | 0.64% |
| 2022-07-08 | $0.3800 | 0.83% |
| 2022-10-07 | $0.3800 | 0.96% |
| 2023-01-06 | $0.3800 | 1.01% |
| 2023-04-06 | $0.4200 | 1.04% |
| 2023-07-07 | $0.4200 | 0.97% |
| 2023-10-06 | $0.4200 | 1.18% |
| 2024-01-09 | $0.4200 | 1.09% |
| 2024-04-09 | $0.4250 | 1.13% |
| 2024-07-10 | $0.4250 | 1.04% |
| 2024-10-10 | $0.4250 | 0.96% |
| 2025-01-10 | $0.4250 | 1.03% |
| 2025-04-10 | $0.4300 | 1.05% |
| 2025-07-10 | $0.4300 | 1.06% |
| 2025-10-09 | $0.4300 | 1.19% |
| 2026-01-12 | $0.4300 | 1.17% |
| 2026-04-15 | $0.4350 | 1.24% |
| Total | 155 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-09 | $74.01 | $14.80 | $0.12 | 1.1372 |
| 2021-10-07 | $74.42 | $14.88 | $0.12 | 1.1098 |
| 2022-01-07 | $74.82 | $14.96 | $0.12 | 1.0262 |
| 2022-04-08 | $78.72 | $15.74 | $0.13 | 1.0699 |
| 2022-07-08 | $79.12 | $15.82 | $0.13 | 1.4098 |
| 2022-10-07 | $79.66 | $15.93 | $0.13 | 1.6719 |
| 2023-01-06 | $80.29 | $16.06 | $0.13 | 1.6565 |
| 2023-04-06 | $89.44 | $17.89 | $0.14 | 1.7554 |
| 2023-07-07 | $90.18 | $18.04 | $0.14 | 1.6881 |
| 2023-10-06 | $90.89 | $18.18 | $0.15 | 2.0275 |
| 2024-01-09 | $91.74 | $18.35 | $0.15 | 1.9209 |
| 2024-04-09 | $93.65 | $18.73 | $0.15 | 1.9743 |
| 2024-07-10 | $94.49 | $18.90 | $0.15 | 1.8558 |
| 2024-10-10 | $95.28 | $19.06 | $0.15 | 1.7523 |
| 2025-01-10 | $96.02 | $19.20 | $0.15 | 1.9123 |
| 2025-04-10 | $97.97 | $19.59 | $0.16 | 1.9848 |
| 2025-07-10 | $98.83 | $19.77 | $0.16 | 1.9487 |
| 2025-10-09 | $99.66 | $19.93 | $0.16 | 2.2233 |
| 2026-01-12 | $100.62 | $20.12 | $0.16 | 2.2192 |
| 2026-04-15 | $102.75 | $20.55 | $0.16 | 2.3534 |
| Total | $1782.54 | $356.51 | $2.85 | 34.6972 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.