Urban Edge Properties (UE) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$13,017
Total Return
30.17%
CAGR
5.42%
Dividends
$1,842.00
Yield on Cost
18.42%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.67% |
| Median | +0.78% |
| Best | +19.06% |
| Worst | -24.96% |
| % of Windows Positive | 55.3% |
1-Year (252 Trading Days)
| Average | +6.73% |
| Median | +8.63% |
| Best | +57.75% |
| Worst | -28.01% |
| % of Windows Positive | 63.3% |
3-Year (756 Trading Days)
| Average | +33.06% |
| Median | +34.44% |
| Best | +83.02% |
| Worst | -6.69% |
| % of Windows Positive | 97.0% |
Risk Metrics
| Maximum Drawdown | -32.79% |
| Average Drawdown | -12.37% |
| Drawdown Duration | 632 Trading Days |
| Sortino Ratio | 0.49 |
| Calmar Ratio | 0.17 |
| CVaR (5%) | -3.50% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +16.37% (+43.26% ann.) | +$1636.69 | $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
about| 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 – June 3, 2026 | +9.15% | +5.27% | +$915.17 | $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 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-14 | $75.80 | $15.16 | $0.12 | 3.0137 |
| 2021-09-14 | $76.24 | $15.25 | $0.12 | 3.3541 |
| 2021-12-14 | $76.75 | $15.35 | $0.12 | 3.4857 |
| 2022-03-14 | $82.42 | $16.49 | $0.13 | 3.6258 |
| 2022-06-14 | $83.01 | $16.60 | $0.13 | 4.4448 |
| 2022-09-14 | $83.71 | $16.75 | $0.13 | 4.3150 |
| 2022-12-14 | $84.41 | $16.89 | $0.14 | 4.4249 |
| 2023-03-14 | $85.11 | $17.02 | $0.14 | 4.8127 |
| 2023-06-14 | $85.89 | $17.17 | $0.14 | 4.5897 |
| 2023-09-14 | $86.61 | $17.32 | $0.14 | 4.1116 |
| 2023-12-14 | $87.28 | $17.45 | $0.14 | 3.7303 |
| 2024-03-14 | $93.37 | $18.67 | $0.15 | 4.5288 |
| 2024-06-14 | $94.13 | $18.82 | $0.15 | 4.1918 |
| 2024-09-13 | $94.85 | $18.97 | $0.15 | 3.5337 |
| 2024-12-13 | $95.45 | $19.09 | $0.15 | 3.4128 |
| 2025-03-14 | $107.32 | $21.46 | $0.17 | 4.6445 |
| 2025-06-13 | $108.21 | $21.64 | $0.17 | 4.7107 |
| 2025-09-15 | $109.10 | $21.82 | $0.18 | 4.2184 |
| 2025-12-15 | $109.91 | $21.98 | $0.18 | 4.4611 |
| 2026-03-13 | $122.41 | $24.48 | $0.20 | 4.7582 |
| Total | $1842.00 | $368.40 | $2.93 | 82.3682 |
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.