Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UDR (UDR, Inc.) | 8.65% | -0.89% | 2.51% | -0.69% | 5.10% | 6.74% | 6.21% | … | … |
Data as of 06/04/2026, Common starting date is 03/06/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UDR (UDR, Inc.) | 03/06/1990 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.69 | -0.89 | 2.51 | -0.69 | 5.10 | 6.74 | 6.21 | … | … | 8.65 | -11.75 | 18.29 | 3.12 | -33.44 | 61.12 | -14.54 | 21.49 | 6.41 | 6.92 | 0.25 | 25.99 | 37.21 | 1.97 | -1.93 | 10.27 | 48.81 | 27.16 | -18.77 | -34.61 | 41.80 | -0.31 | 37.37 | 25.36 | 22.25 | 45.02 | 21.29 | 5.41 | -19.95 | -5.27 | 12.11 | 11.01 | 6.65 | 18.51 | 30.24 | 49.33 | -1.94 |
| Sharpe Ratio | NA | -0.47 | -0.04 | -0.16 | 0.08 | NA | NA | … | … | 0.24 | -0.64 | 0.78 | -0.02 | -1.26 | 2.95 | -0.29 | 1.33 | 0.27 | 0.46 | 0.00 | 1.28 | 2.60 | 0.11 | -0.12 | 0.31 | 1.52 | 0.34 | -0.25 | -1.32 | 2.22 | -0.14 | 1.87 | 1.47 | 1.07 | 2.31 | 0.70 | 0.09 | -0.99 | -0.49 | 0.52 | 0.36 | 0.14 | 0.54 | 1.61 | 2.30 | -0.34 |
| Standard Deviation(%) | NA | 19.38 | 21.61 | 22.97 | 25.47 | NA | NA | … | … | 21.59 | 22.79 | 18.79 | 24.37 | 27.74 | 20.70 | 51.28 | 15.06 | 18.95 | 13.73 | 21.90 | 20.21 | 14.33 | 18.37 | 16.43 | 33.05 | 32.06 | 78.67 | 78.75 | 28.76 | 17.41 | 18.98 | 19.45 | 16.73 | 19.66 | 18.83 | 24.46 | 22.47 | 23.68 | 18.29 | 16.25 | 19.44 | 26.32 | 30.00 | 17.05 | 19.66 | 22.97 |
| Draw Down(%) | NA | 18.18 | 26.80 | 44.44 | 44.44 | NA | NA | … | … | 15.56 | 24.66 | 11.52 | 27.96 | 36.30 | 6.22 | 41.02 | 9.23 | 13.83 | 7.91 | 12.66 | 12.70 | 10.30 | 16.31 | 16.05 | 23.47 | 16.20 | 48.51 | 60.70 | 40.03 | 9.79 | 17.23 | 10.46 | 6.19 | 14.64 | 5.04 | 16.20 | 19.61 | 26.27 | 13.43 | 11.60 | 9.88 | 16.70 | 23.70 | 12.57 | 7.81 | 20.08 |
| Yield(%) | 0.00 | 4.19 | 4.14 | 3.32 | 4.41 | 5.31 | 4.68 | … | … | 2.36 | 4.03 | 4.39 | 4.25 | 2.51 | 3.93 | 3.08 | 3.52 | 3.36 | 3.41 | 3.15 | 3.49 | 4.36 | 3.87 | 3.47 | 3.23 | 4.47 | 4.99 | 13.11 | 4.10 | 5.18 | 4.86 | 6.05 | 7.03 | 7.61 | 9.97 | 10.76 | 9.78 | 7.38 | 4.92 | 7.77 | 6.11 | 5.68 | 3.98 | 6.39 | 8.47 | 5.77 |
Data as of 06/04/2026, Common starting date is 03/06/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDR (UDR, Inc.) |
-27.95%
Feb 2006 – Feb 2009 |
-9.93%
Feb 2004 – Feb 2009 |
2.12%
Mar 2016 – Mar 2026 |
3.60%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDR (UDR, Inc.) |
54.08%
Feb 2009 – Feb 2012 |
32.35%
Feb 2009 – Feb 2014 |
23.28%
Feb 2009 – Feb 2019 |
16.72%
Nov 1991 – Nov 2006 |
Annualized Rolling Returns Comparison Chart