UDR, Inc. (UDR) Growth of $10K (Lump Sum & DCA)UDRUDR, Inc.NYSEReal Estate$33.55$-0.40 -1.18%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$14,390+$4,390 · +43.90%
Total invested$10,000
Annualised (CAGR)+3.71%
Max drawdown-43.43%
SIP · Monthly122 contributions
$100 every month
$12,336+$136 · +1.12%
Total invested$12,200
Money-weighted (XIRR)+0.22%
Max drawdown-36.17%
SIP · Biweekly261 contributions
$100 every two weeks
$26,372+$272 · +1.04%
Total invested$26,100
Money-weighted (XIRR)+0.21%
Max drawdown-35.73%
Best 12-month stretch+83.47%Oct 2020 → Oct 2021
Worst 12-month stretch-34.76%Oct 2019 → Oct 2020
Deepest drawdown-43.43%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,449on $10,000, trailing 10 years
Growth of your contributions
It would be worth$26,726after your settings in UDR
Profit+$4,526+20.39% on money in
Annualised return+2.54%Money-weighted (XIRR)
Deepest dip-38.33%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-7.40% | -17.40% | -0.80% | -3.28% | +1.92% p.a. | -5.15% p.a. | +3.71% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +9.09% | +9.11% | +3.45% | +24.39% | -14.15% | +61.12% | -33.44% | +3.12% | +17.39% | -11.05% | -5.23% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,232 | +$932 | +9.05% |
| 2017 | $11,500 | $13,495 | +$1,995 | +17.35% |
| 2018 | $12,800 | $15,306 | +$2,506 | +19.58% |
| 2019 | $14,000 | $20,268 | +$6,268 | +44.77% |
| 2020 | $15,200 | $18,659 | +$3,459 | +22.76% |
| 2021 | $16,400 | $31,560 | +$15,160 | +92.44% |
| 2022 | $17,600 | $21,997 | +$4,397 | +24.98% |
| 2023 | $18,800 | $23,876 | +$5,076 | +27.00% |
| 2024 | $20,100 | $29,440 | +$9,340 | +46.47% |
| 2025 | $21,300 | $27,321 | +$6,021 | +28.27% |
| 2026 (YTD) | $22,200 | $26,726 | +$4,526 | +20.39% |