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UDR vs AGNC

Comparison between UDR Inc (UDR, Company) and AGNC Investment Corp (AGNC, Company).

Both UDR and AGNC are from the Real Estate sector.

5-Year PerformanceAGNC has outperformed UDR, delivering a return of +2.7% compared to -0.4%

UDR vs AGNC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UDR
$12B
AGNC
$12B
Max Drawdown
Winner
UDR
79.09%
AGNC
81.08%
Sharpe Ratio
UDR
-0.48
Winner
AGNC
1.49
5Y Beta
Winner
UDR
0.55
AGNC
0.67
Industry
UDR
Reit - Residential
AGNC
Reit - Mortgage
P/E Ratio
UDR
25.08
Winner
AGNC
7.88
Forward P/E
UDR
54.95
Winner
AGNC
6.87
PEG Ratio
UDR
0.08
Winner
AGNC
0.05
Dividend Yield
UDR
4.62%
Winner
AGNC
13.30%
5Y Dividends CAGR
Winner
UDR
3.64%
AGNC
1.61%
5Y EPS CAGR
Winner
UDR
48.13%
AGNC
-25.22%
Debt to Equity
UDR
172.36%
Winner
AGNC
0.00%
Free Cash Flow Yield
Winner
UDR
7.15%
AGNC
6.95%

UDR vs AGNC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UDR
+7.65%
AGNC
+0.23%
3M
Winner
UDR
-0.75%
AGNC
-3.98%
6M
UDR
+10.31%
Winner
AGNC
+11.07%
1Y
UDR
-4.97%
Winner
AGNC
+35.66%
5Y(CAGR)
UDR
-0.41%
Winner
AGNC
+2.67%
10Y(CAGR)
UDR
+4.01%
Winner
AGNC
+6.54%
Max(CAGR)
UDR
+10.13%
Winner
AGNC
+11.43%

UDR vs AGNC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUDRAGNC
2026+4.27%+0.85%
2025-9.88%+33.83%
2024+17.19%+10.58%
2023+3.43%+8.86%
2022-33.30%-23.81%
2021+68.00%+6.67%
2020-13.56%-2.19%
2019+25.37%+12.74%
2018+7.69%-1.28%
2017+10.72%+20.77%
2016+1.89%+15.72%
2015+23.76%-11.87%
2014+37.65%+26.43%
2013+1.38%-25.71%
2012-2.32%+19.74%
2011+8.62%+18.83%
2010+50.81%+31.30%
2009+32.03%+56.39%
2008-19.88%+25.51%
2007-34.66%N/A
2006+38.89%N/A
2005+0.76%N/A
2004+37.01%N/A
2003+27.20%N/A
2002+21.38%N/A
2001+44.92%N/A
2000+20.43%N/A
1999-10.67%N/A

UDR vs AGNC Drawdown Comparison

The maximum drawdown for UDR was -74.83%, occurring on Mar 20, 2009. Recovery took 1054 trading sessions.

The maximum drawdown for AGNC was -54.54%, occurring on Oct 10, 2022. Recovery took 1109 trading sessions.

The current UDR drawdown is -26.25%. The current AGNC drawdown is -9.43%.

RankUDRAGNC
#1-74.83%
Feb 20, 2007 - Apr 26, 2011
-54.54%
Jun 8, 2021 - Nov 5, 2025
#2-44.44%
Jan 4, 2022 - Nov 1, 2023
-51.76%
Feb 20, 2020 - Apr 16, 2021
#3-41.02%
Feb 21, 2020 - Jun 1, 2021
-37.29%
Apr 30, 2013 - Apr 4, 2017
#4-23.47%
Jul 22, 2011 - Mar 30, 2012
-31.04%
Dec 31, 2008 - Jun 9, 2009
#5-17.21%
Aug 2, 2005 - Jan 27, 2006
-28.81%
May 16, 2008 - Sep 8, 2008
#6-17.11%
Nov 8, 2017 - Aug 3, 2018
-22.42%
Sep 8, 2008 - Nov 4, 2008
#7-16.31%
May 21, 2013 - Feb 11, 2014
-18.99%
Sep 17, 2012 - Mar 28, 2013
#8-16.21%
Jul 21, 2000 - Jan 4, 2001
-18.68%
Jan 27, 2026 - Mar 27, 2026
#9-16.06%
Jul 17, 2012 - May 15, 2013
-15.90%
Oct 17, 2017 - Nov 7, 2019
#10-15.65%
Nov 5, 1999 - May 3, 2000
-15.36%
Sep 23, 2009 - Mar 22, 2010
#11-15.56%
Dec 31, 2004 - Jul 1, 2005
-11.69%
Jul 6, 2011 - Dec 6, 2011
#12-14.61%
Apr 12, 2002 - Aug 28, 2002
-11.06%
Nov 5, 2008 - Nov 25, 2008
#13-14.34%
Aug 30, 2002 - Dec 31, 2002
-10.94%
Apr 29, 2010 - Jun 14, 2010
#14-12.70%
Aug 18, 2015 - Oct 9, 2015
-10.17%
Dec 3, 2008 - Dec 19, 2008
#15-12.65%
Apr 4, 2016 - Apr 25, 2017
-7.92%
Apr 27, 2017 - Jun 9, 2017

Correlation

Correlation between UDR and AGNC is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2000 - 2026)

UDR vs AGNC dividend yield comparison.

YearUDRAGNC
20262.32%4.55%
20254.68%13.43%
20243.90%15.64%
20234.28%14.68%
20223.88%13.91%
20212.41%9.57%
20203.70%10.00%
20192.89%11.31%
20183.22%12.31%
20173.18%10.70%
20163.19%12.69%
20152.91%14.30%
20143.29%11.96%
20133.96%19.44%
20123.68%17.30%
20113.07%19.94%
20103.08%19.49%
20094.05%19.40%
200818.93%11.75%
20076.56%0.00%
20063.89%0.00%
20055.09%0.00%
20044.69%0.00%
20035.90%0.00%
20026.74%0.00%
20017.48%0.00%
20009.99%0.00%

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