Over the latest trailing 12-month period, total return cagr is +1.81%. The comparable SPY value is +16.10%. Year-to-date total return is +11.35%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UDR
$144,959
(14.5x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$194,133
(19.4x return)
Invested on Jul 29, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+11.3%
1-Year Total Return
+1.8%
Current Dividend Yield
4.34%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (2.2%) | +1.8% | +4.0% |
| 3 Years | (0.4%) | +3.8% | +4.3% |
| 5 Years | (6.5%) | (2.8%) | +3.7% |
| 10 Years | +0.7% | +4.3% | +3.7% |
| 15 Years | +2.8% | +6.5% | +3.8% |
| 20 Years |
| +1.7% |
| +6.3% |
| +4.5% |
