UDR vs. AVB
UDR (UDR, Inc.) and AVB (AvalonBay Communities, Inc.) are both stocks. Both operate in the REIT - Residential industry within the Real Estate sector. Over the past 10 years, UDR returned 4.50%/yr vs 4.03%/yr for AVB. A 0.69 correlation means they provide meaningful diversification when combined.
Performance
UDR vs. AVB - Performance Comparison
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Returns By Period
In the year-to-date period, UDR achieves a 2.90% return, which is significantly higher than AVB's 2.27% return. Over the past 10 years, UDR has outperformed AVB with an annualized return of 4.50%, while AVB has yielded a comparatively lower 4.03% annualized return.
UDR
- 1D
- 0.66%
- 1M
- 1.24%
- YTD
- 2.90%
- 6M
- 4.00%
- 1Y
- -6.78%
- 3Y*
- 0.69%
- 5Y*
- -1.78%
- 10Y*
- 4.50%
AVB
- 1D
- 0.28%
- 1M
- -0.04%
- YTD
- 2.27%
- 6M
- 3.35%
- 1Y
- -8.02%
- 3Y*
- 4.04%
- 5Y*
- 0.41%
- 10Y*
- 4.03%
UDR vs. AVB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UDR UDR, Inc. | 2.90% | -11.75% | 18.29% | 3.12% | -33.44% | 61.12% | -14.54% | 21.48% | 6.40% | 9.11% |
AVB AvalonBay Communities, Inc. | 2.27% | -14.60% | 21.44% | 20.34% | -33.92% | 62.17% | -20.27% | 24.10% | 1.00% | 3.89% |
Correlation
The correlation between UDR and AVB is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Mar 14, 1994 | 0.69 |
The correlation between UDR and AVB shifts across timeframes, from 0.69 (all time) to 0.89 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
UDR:
$12.17B
AVB:
$25.82B
UDR:
$1.45
AVB:
$8.02
UDR:
25.42
AVB:
22.87
UDR:
0.16
AVB:
13.15
UDR:
7.25
AVB:
8.53
UDR:
3.70
AVB:
2.20
UDR:
$1.72B
AVB:
$3.06B
UDR:
$812.64M
AVB:
$2.08B
UDR:
$1.05B
AVB:
$1.99B
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Return for Risk
UDR vs. AVB — Risk / Return Rank
UDR
AVB
UDR vs. AVB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UDR, Inc. (UDR) and AvalonBay Communities, Inc. (AVB). 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.
| UDR | AVB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.35 | -0.40 | +0.05 |
Sortino ratioReturn per unit of downside risk | -0.37 | -0.43 | +0.06 |
Omega ratioGain probability vs. loss probability | 0.96 | 0.95 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.38 | -0.38 | 0.00 |
Martin ratioReturn relative to average drawdown | -0.68 | -0.72 | +0.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UDR | AVB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | -0.40 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.02 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.16 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.42 | -0.07 |
Drawdowns
UDR vs. AVB - Drawdown Comparison
The maximum UDR drawdown since its inception was -74.67%, which is greater than AVB's maximum drawdown of -70.04%. Use the drawdown chart below to compare losses from any high point for UDR and AVB.
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Drawdown Indicators
| UDR | AVB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.67% | -70.04% | -4.63% |
Max Drawdown (1Y)Largest decline over 1 year | -18.18% | -20.87% | +2.69% |
Max Drawdown (3Y)Largest decline over 3 years | -26.80% | -29.40% | +2.60% |
Max Drawdown (5Y)Largest decline over 5 years | -44.44% | -38.36% | -6.08% |
Max Drawdown (10Y)Largest decline over 10 years | -44.44% | -46.91% | +2.47% |
Current DrawdownCurrent decline from peak | -27.25% | -18.59% | -8.66% |
Average DrawdownAverage peak-to-trough decline | -11.90% | -11.74% | -0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.09% | 10.91% | -0.82% |
Volatility
UDR vs. AVB - Volatility Comparison
The current volatility for UDR, Inc. (UDR) is 4.50%, while AvalonBay Communities, Inc. (AVB) has a volatility of 4.99%. This indicates that UDR experiences smaller price fluctuations and is considered to be less risky than AVB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UDR | AVB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 4.99% | -0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 14.61% | 14.91% | -0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.37% | 19.96% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.94% | 22.16% | +0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.36% | 24.68% | +0.68% |
Dividends
UDR vs. AVB - Dividend Comparison
UDR's dividend yield for the trailing twelve months is around 4.68%, more than AVB's 3.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVB AvalonBay Communities, Inc. | 3.83% | 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. | 4.68% | 4.68% | 3.90% | 4.28% | 3.88% | 2.41% | 3.70% | 2.89% | 3.22% | 3.18% | 3.19% | 2.91% |
Financials
UDR vs. AVB - Financials Comparison
This section allows you to compare key financial metrics between UDR, Inc. and AvalonBay Communities, 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
UDR vs. AVB - Profitability Comparison
UDR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UDR, Inc. reported a gross profit of 285.26M and revenue of 425.85M. Therefore, the gross margin over that period was 67.0%.
AVB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AvalonBay Communities, Inc. reported a gross profit of 521.68M and revenue of 770.28M. Therefore, the gross margin over that period was 67.7%.
UDR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UDR, Inc. reported an operating income of 229.81M and revenue of 425.85M, resulting in an operating margin of 54.0%.
AVB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AvalonBay Communities, Inc. reported an operating income of 218.54M and revenue of 770.28M, resulting in an operating margin of 28.4%.
UDR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UDR, Inc. reported a net income of 188.61M and revenue of 425.85M, resulting in a net margin of 44.3%.
AVB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AvalonBay Communities, Inc. reported a net income of 325.73M and revenue of 770.28M, resulting in a net margin of 42.3%.
Frequently Asked Questions
UDR and AVB have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVB has higher volatility (4.99%) compared to UDR (4.50%). In terms of maximum drawdown, UDR dropped -74.67% vs AVB's -70.04%.
UDR currently has the higher Sharpe Ratio (-0.35 vs -0.40), 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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