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Performance analysis of UDR (UDR)

Annual Return

Over the past 3 years, UDR has had an average annual return of +1.22%, underperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, UDR has had an average annual return of -2.45%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, UDR has had an average annual return of +4.33%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, UDR has had an average annual return of +10.30%, outperforming the benchmark SPY, which returned +8.49% annual.

202620252024202320222021202020192018201720162015
+10.93%-11.71%+18.26%+3.05%-33.40%+61.10%-14.63%+21.48%+6.41%+9.12%+0.27%+25.96%
201420132012201120102009200820072006200520042003
+37.17%+1.98%-1.93%+10.23%+48.70%+27.53%-19.36%-34.62%+41.79%-0.30%+37.37%+25.33%
2002200120001999
+22.31%+44.92%+21.16%-10.67%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.48%+0.94%-9.92%+8.92%+1.54%+8.18%-0.52%+10.93%
2025-2.83%+8.24%-0.02%-6.27%-1.07%-1.45%-2.75%+0.71%-5.84%-8.49%+8.10%+0.71%-11.71%
2024-4.89%-1.44%+5.38%+2.93%+1.42%+6.55%-1.61%+11.08%+1.86%-6.04%+8.70%-5.34%+18.26%
2023+11.05%+0.59%-4.15%+1.70%-4.02%+8.29%-3.90%-2.40%-10.60%-9.78%+5%+14.64%+3.05%
2022-4.66%-3.47%+4.56%-6.65%-10.17%-3.68%+6.02%-7.29%-7.04%-3.72%+4.30%-6.61%-33.40%
2021+1.02%+7.07%+6.53%+6.78%+2.54%+2.83%+13.05%-1.76%-1.93%+5.52%+2.16%+5.75%+61.10%
2020+3.36%-6.12%-18.76%+3.50%-1.31%+1.08%-2.19%-3.84%-6.32%-3.24%+23.14%-0.10%-14.63%
2019+11.33%+1.53%+2.34%-0.37%-0.38%+0.25%+3.36%+4.60%+0.62%+4.38%-4.38%-2.81%+21.48%
2018-4.37%-7.97%+5.95%+2.40%+0.89%+2.93%+3.39%+3.87%+1.15%-2.29%+8.75%-7.04%+6.41%
2017-3.42%+4.44%-0.66%+3.86%+3.40%+0.93%+1.12%-0.69%-2.03%+2.83%+1.39%-2.06%+9.12%

Drawdown analysis of UDR (UDR)

The maximum drawdown for the UDR was -74.83%, occurring on Mar 20, 2009. Recovery took 529 trading sessions.

The current UDR drawdown is -21.56%.

Since Nov 1, 1999 UDR has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 3 times
  • 30% or more: 3 times
  • 20% or more: 4 times
  • 10% or more: 19 times
DepthStartTo BottomBottomTo RecoverEndTotal
-74.83%Feb 20, 2007525Mar 20, 2009529Apr 26, 20111054
-44.44%Jan 4, 2022459Nov 1, 2023OngoingOngoingOngoing
-41.02%Feb 21, 202021Mar 23, 2020300Jun 1, 2021321
-23.47%Jul 22, 201150Oct 3, 2011124Mar 30, 2012174
-17.21%Aug 2, 200550Oct 12, 200573Jan 27, 2006123
-17.11%Nov 8, 201762Feb 8, 2018122Aug 3, 2018184
-16.31%May 21, 201372Sep 3, 2013111Feb 11, 2014183
-16.21%Jul 21, 200085Nov 20, 200030Jan 4, 2001115
-16.06%Jul 17, 201284Nov 15, 2012123May 15, 2013207
-15.65%Nov 5, 199926Dec 14, 199997May 3, 2000123
-15.56%Dec 31, 200459Mar 29, 200567Jul 1, 2005126
-14.61%Apr 12, 200268Jul 19, 200228Aug 28, 200296
-14.34%Aug 30, 200227Oct 9, 200257Dec 31, 200284
-12.70%Aug 18, 20155Aug 25, 201532Oct 9, 201537
-12.65%Apr 4, 201644Jun 6, 2016223Apr 25, 2017267
-11.84%Dec 29, 201530Feb 11, 201624Mar 17, 201654
-10.53%Dec 6, 201817Jan 2, 201917Jan 28, 201934
-10.44%Apr 1, 20048Apr 14, 200430May 26, 200438
-10.30%Sep 8, 201413Sep 25, 201426Oct 31, 201439
-9.80%Mar 29, 200638May 23, 200651Aug 4, 200689
-9.46%Mar 23, 201554Jun 9, 201544Aug 11, 201598
-9.23%Oct 30, 201933Dec 17, 201940Feb 14, 202073
-9.09%Aug 31, 200415Sep 22, 200426Oct 28, 200441
-8.71%Dec 4, 200622Jan 8, 200720Feb 6, 200742
-8.41%Jan 27, 201521Feb 26, 201516Mar 20, 201537