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UDR return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Nov 4, 2026

Or drag the slider to set start and end dates

1980 to today, log scale
2008 crisisCovid
1990Nov 2016 – Today
Options

Result#

$1,000Nov 4, 2016$1,551Nov 4, 20261.6× 

$1,000 invested in UDR on November 4, 2016 was worth $1,551 on November 4, 2026, with dividends reinvested.

That’s 4.5% a year compounded (CAGR) over 10 years: 1.6 times your money.

Over the same dates the same $1,000 would be worth $4,305 in the S&P 500 and $6,525 in the Nasdaq-100: UDR trailed both the S&P 500 and the Nasdaq-100.

Price only$1,077if dividends were spent
Biggest fall−44.4%Jan 4, 2022 to Nov 1, 2023
At a flat 5% a year$1,629a savings account's rate
Gain$551on $1,000 put in

How this period ranks#

Better than 4% of all 441 periods of 10 years since 1980.

Your dates
−50%0%100%
Worst: 2.3% a year, Mar 2016 to Mar 2026Best: 23.5% a year, Feb 2009 to Feb 2019
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in UDR, November 4, 2016 to November 4, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Highest value$2,076 · Jan 2022$
$1,000$2,000$3,000$4,000$1,551
20182020202220242026

How far UDR was below its previous high. The biggest fall: −44.4% from Jan 4, 2022 to Nov 1, 2023, not back to the high by the end date.

−44.4% from its high
high−44%

Your one buy. $1,000 on November 4, 2016, worth $1,551 on November 4, 2026. Pick Monthly or Yearly to see a plan's buys.

1.6×paid

What $1,000 would be worth on November 4, 2026, by start date#

Each point is the same amount invested that day and held to November 4, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$3,000$10k$30k
1990200020102020

$1,000 invested in UDR, by year#

Started on each year's first close and held to Nov 4, 2026, dividends reinvested.

StartedWorth Nov 4, 2026MultipleA year (CAGR)
2017$1,4911.5×4.1%
2018$1,3631.4×3.6%
2019$1,3061.3×3.5%
2020$1,0551.1×0.8%
2021$1,2711.3×4.2%
2022$7580.76×−5.6%
2023$1,1411.1×3.5%
2024$1,0921.1×3.2%
2025$9510.95×−2.7%
2026$1,0561.1×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. UDR data begins March 17, 1980; values as of November 4, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live UDR chart and fundamentals on the UDR quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in UDR be worth today?
$1,000 invested in UDR on November 4, 2016 would be worth $1,551 on November 4, 2026, with dividends reinvested — 4.5% a year compounded (CAGR).
How far back does the UDR calculator go?
UDR data begins March 17, 1980, with a close every session. Pick any start and end date in that span — 46 years, 8 months of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.