Urban Edge Properties (UE) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$14,180
Total Return
41.80%
CAGR
7.24%
Dividends
$2,092.61
Yield on Cost
20.93%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.66% |
| Median | +0.79% |
| Best | +19.06% |
| Worst | -24.96% |
| % of Windows Positive | 55.2% |
1-Year (252 Trading Days)
| Average | +5.99% |
| Median | +7.14% |
| Best | +57.75% |
| Worst | -28.01% |
| % of Windows Positive | 61.9% |
3-Year (756 Trading Days)
| Average | +28.26% |
| Median | +30.81% |
| Best | +70.48% |
| Worst | -6.69% |
| % of Windows Positive | 92.4% |
Risk Metrics
| Maximum Drawdown | -32.79% |
| Average Drawdown | -12.32% |
| Drawdown Duration | 632 Trading Days |
| Sortino Ratio | 0.58 |
| Calmar Ratio | 0.22 |
| CVaR (5%) | -3.52% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +11.59% (+46.96% ann.) | +$1158.61 | $109.43 | $21.89 | $0.18 |
| 2025 | -7.89% | $789.46 | $357.80 | $71.56 | $0.57 |
| 2024 | +20.84% | +$2083.78 | $375.89 | $75.18 | $0.59 |
| 2023 | +34.09% | +$3408.95 | $460.14 | $92.02 | $0.74 |
| 2022 | -23.42% | $2342.23 | $340.78 | $68.16 | $0.54 |
| 2021 | +50.69% | +$5068.81 | $468.16 | $93.62 | $0.73 |
| 2020 | -29.73% | $2973.34 | $357.55 | $71.51 | $0.57 |
| 2019 | +19.78% | +$1978.17 | $537.06 | $107.40 | $0.86 |
| 2018 | -32.58% | $3258.23 | $349.44 | $69.89 | $0.56 |
| 2017 | -4.73% | $473.13 | $323.25 | $64.65 | $0.52 |
| 2016 | +20.19% | +$2019.47 | $352.98 | $70.60 | $0.57 |
| 2015 partial | +0.65% (+0.68% ann.) | +$64.51 | $337.17 | $67.43 | $0.54 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | January 16, 2015 – February 19, 2020 | -11.40% | -2.35% | $1139.78 | $1903.46 | $380.70 | $3.05 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -60.24% | -100.00% | $6023.92 | $118.66 | $23.73 | $0.19 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +8.73% | +14.41% | +$872.65 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +50.65% | +47.52% | +$5065.25 | $763.25 | $152.64 | $1.21 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -14.79% | -15.63% | $1478.99 | $369.66 | $73.93 | $0.57 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +50.40% | +24.63% | +$5040.46 | $897.54 | $179.50 | $1.44 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +4.67% | +2.95% | +$466.74 | $547.06 | $109.42 | $0.87 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2015-03-12 | $0.2000 | 0.84% |
| 2015-06-11 | $0.2000 | 0.91% |
| 2015-09-11 | $0.2000 | 0.99% |
| 2015-12-11 | $0.2000 | 0.87% |
| 2016-03-11 | $0.2000 | 0.81% |
| 2016-06-13 | $0.2000 | 0.71% |
| 2016-09-15 | $0.2000 | 0.74% |
| 2016-12-13 | $0.2200 | 0.78% |
| 2017-03-13 | $0.2200 | 0.88% |
| 2017-06-13 | $0.2200 | 0.89% |
| 2017-09-14 | $0.2200 | 0.88% |
| 2017-12-14 | $0.2200 | 0.87% |
| 2018-03-14 | $0.2200 | 1.02% |
| 2018-06-14 | $0.2200 | 0.99% |
| 2018-09-13 | $0.2200 | 0.98% |
| 2018-12-13 | $0.2200 | 1.18% |
| 2019-03-14 | $0.2200 | 1.16% |
| 2019-06-13 | $0.2200 | 1.25% |
| 2019-09-12 | $0.2200 | 1.09% |
| 2019-12-13 | $0.2200 | 1.14% |
| 2020-03-13 | $0.2200 | 1.66% |
| 2020-12-30 | $0.4600 | 3.40% |
| 2021-03-12 | $0.1500 | 0.85% |
| 2021-06-14 | $0.1500 | 0.74% |
| 2021-09-14 | $0.1500 | 0.82% |
| 2021-12-14 | $0.1500 | 0.84% |
| 2022-03-14 | $0.1600 | 0.87% |
| 2022-06-14 | $0.1600 | 1.04% |
| 2022-09-14 | $0.1600 | 1.01% |
| 2022-12-14 | $0.1600 | 1.05% |
| 2023-03-14 | $0.1600 | 1.14% |
| 2023-06-14 | $0.1600 | 1.07% |
| 2023-09-14 | $0.1600 | 0.98% |
| 2023-12-14 | $0.1600 | 0.88% |
| 2024-03-14 | $0.1700 | 1.01% |
| 2024-06-14 | $0.1700 | 0.94% |
| 2024-09-13 | $0.1700 | 0.80% |
| 2024-12-13 | $0.1700 | 0.76% |
| 2025-03-14 | $0.1900 | 1.04% |
| 2025-06-13 | $0.1900 | 1.01% |
| 2025-09-15 | $0.1900 | 0.90% |
| 2025-12-15 | $0.1900 | 0.97% |
| 2026-03-13 | $0.2100 | 1.02% |
| Total | 43 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-14 | $86.11 | $17.22 | $0.14 | 3.4237 |
| 2021-09-14 | $86.62 | $17.32 | $0.14 | 3.8104 |
| 2021-12-14 | $87.19 | $17.43 | $0.14 | 3.9599 |
| 2022-03-14 | $93.64 | $18.73 | $0.15 | 4.1191 |
| 2022-06-14 | $94.30 | $18.86 | $0.15 | 5.0495 |
| 2022-09-14 | $95.10 | $19.03 | $0.15 | 4.9021 |
| 2022-12-14 | $95.89 | $19.18 | $0.16 | 5.0269 |
| 2023-03-14 | $96.69 | $19.34 | $0.16 | 5.4675 |
| 2023-06-14 | $97.57 | $19.51 | $0.16 | 5.2142 |
| 2023-09-14 | $98.40 | $19.68 | $0.16 | 4.6710 |
| 2023-12-14 | $99.15 | $19.83 | $0.16 | 4.2378 |
| 2024-03-14 | $106.07 | $21.21 | $0.17 | 5.1449 |
| 2024-06-14 | $106.94 | $21.38 | $0.17 | 4.7621 |
| 2024-09-13 | $107.75 | $21.55 | $0.17 | 4.0145 |
| 2024-12-13 | $108.43 | $21.69 | $0.17 | 3.8771 |
| 2025-03-14 | $121.93 | $24.39 | $0.19 | 5.2763 |
| 2025-06-13 | $122.93 | $24.59 | $0.19 | 5.3516 |
| 2025-09-15 | $123.95 | $24.79 | $0.20 | 4.7923 |
| 2025-12-15 | $124.86 | $24.97 | $0.20 | 5.0680 |
| 2026-03-13 | $139.07 | $27.82 | $0.23 | 5.4056 |
| Total | $2092.61 | $418.52 | $3.33 | 93.5744 |
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.