AVB vs. UDR
AVB (AvalonBay Communities, Inc.) and UDR (UDR, Inc.) are both stocks. Both operate in the REIT - Residential industry within the Real Estate sector. Over the past 10 years, AVB returned 3.51%/yr vs 3.97%/yr for UDR. Their 0.69 correlation means they have sometimes moved together and sometimes differently.
Performance
AVB vs. UDR - Performance Comparison
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Returns By Period
In the year-to-date period, AVB achieves a 4.48% return, which is significantly lower than UDR's 6.97% return. Over the past 10 years, AVB has underperformed UDR with an annualized return of 3.51%, while UDR has yielded a comparatively higher 3.97% annualized return.
AVB
- 1D
- -1.16%
- 1M
- -4.31%
- 6M
- 6.62%
- YTD
- 4.48%
- 1Y
- 4.63%
- 3Y*
- 3.22%
- 5Y*
- -0.65%
- 10Y*
- 3.51%
- ALL TIME*
- 11.75%
UDR
- 1D
- -0.37%
- 1M
- -6.80%
- 6M
- 4.38%
- YTD
- 6.97%
- 1Y
- 2.68%
- 3Y*
- 2.22%
- 5Y*
- -3.39%
- 10Y*
- 3.97%
- ALL TIME*
- 10.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $134.99M | $151.41M | $196.85M | |
UDR UDR, Inc. | $153.23M | $127.93M | $166.23M |
AVB vs. UDR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVB AvalonBay Communities, Inc. | 4.48% | -14.60% | 21.44% | 20.34% | -33.92% | 62.17% | -20.27% | 24.10% | 1.00% | 3.89% |
UDR UDR, Inc. | 6.97% | -11.75% | 18.29% | 3.12% | -33.44% | 61.12% | -14.54% | 21.48% | 6.40% | 9.11% |
Correlation
The correlation between AVB and UDR is 0.80, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Mar 11, 1994 | 0.69 |
The correlation between AVB and UDR shifts across timeframes, from 0.69 (all time) to 0.88 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
AVB:
$26.37B
UDR:
$12.40B
AVB:
$7.24
UDR:
$1.55
AVB:
25.63
UDR:
24.69
AVB:
14.74
UDR:
0.16
AVB:
8.56
UDR:
7.48
AVB:
2.19
UDR:
4.23
AVB:
$3.08B
UDR:
$1.72B
AVB:
$1.62B
UDR:
$989.02M
AVB:
$1.89B
UDR:
$1.14B
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Return for Risk
AVB vs. UDR — Risk / Return Rank
AVB
UDR
AVB vs. UDR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AvalonBay Communities, Inc. (AVB) and UDR, Inc. (UDR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVB | UDR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.03 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.07 | +0.15 |
| Martin ratioReturn relative to average drawdown | 0.51 | 0.15 | +0.37 |
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Drawdowns
AVB vs. UDR - Drawdown Comparison
The maximum AVB drawdown since its inception was -70.04%, smaller than the maximum UDR drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for AVB and UDR.
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Drawdown Indicators
| AVB | UDR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.04% | -74.67% | +4.63% |
Max Drawdown (1Y)Largest decline over 1 year | -16.77% | -15.56% | -1.21% |
Max Drawdown (3Y)Largest decline over 3 years | -29.40% | -24.91% | -4.49% |
Max Drawdown (5Y)Largest decline over 5 years | -38.36% | -44.44% | +6.08% |
Max Drawdown (10Y)Largest decline over 10 years | -46.91% | -44.44% | -2.47% |
Current DrawdownCurrent decline from peak | -16.83% | -24.37% | +7.54% |
Average DrawdownAverage peak-to-trough decline | -11.76% | -11.94% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.04% | 7.34% | -0.30% |
Volatility
AVB vs. UDR - Volatility Comparison
AvalonBay Communities, Inc. (AVB) and UDR, Inc. (UDR) have volatilities of 6.71% and 6.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVB | UDR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 6.82% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 15.66% | 15.77% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.86% | 20.73% | +0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.32% | 23.16% | -0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.76% | 25.44% | -0.68% |
Dividends
AVB vs. UDR - Dividend Comparison
AVB's dividend yield for the trailing twelve months is around 3.80%, which matches UDR's 3.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVB AvalonBay Communities, Inc. | 3.80% | 3.86% | 3.09% | 3.53% | 3.94% | 2.52% | 3.96% | 2.90% | 3.38% | 3.18% | 3.05% | 2.72% |
UDR UDR, Inc. | 3.77% | 4.68% | 3.90% | 4.28% | 3.88% | 2.41% | 3.70% | 2.89% | 3.22% | 3.18% | 3.19% | 2.91% |
Financials
AVB vs. UDR - Financials Comparison
This section allows you to compare key financial metrics between AvalonBay Communities, Inc. and UDR, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AVB vs. UDR - Profitability Comparison
AVB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, AvalonBay Communities, Inc. reported a gross profit of 25.94M and revenue of 777.77M. Therefore, the gross margin over that period was 3.3%.
UDR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, UDR, Inc. reported a gross profit of 315.40M and revenue of 425.40M. Therefore, the gross margin over that period was 74.1%.
AVB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, AvalonBay Communities, Inc. reported an operating income of 211.80M and revenue of 777.77M, resulting in an operating margin of 27.2%.
UDR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, UDR, Inc. reported an operating income of 115.86M and revenue of 425.40M, resulting in an operating margin of 27.2%.
AVB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, AvalonBay Communities, Inc. reported a net income of 155.72M and revenue of 777.77M, resulting in a net margin of 20.0%.
UDR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, UDR, Inc. reported a net income of 66.59M and revenue of 425.40M, resulting in a net margin of 15.7%.
Frequently Asked Questions
AVB and UDR have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UDR has higher volatility (6.82%) compared to AVB (6.71%). In terms of maximum drawdown, AVB dropped -70.04% vs UDR's -74.67%.
AVB currently has the higher Sharpe Ratio (0.18 vs 0.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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