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UMH Properties, Inc. (UMH)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS9030021037
CUSIP903002103
SectorReal Estate
IndustryREIT—Residential

Highlights

Market Cap$1.07B
EPS-$0.15
PE Ratio10.89
PEG Ratio-14.50
Revenue (TTM)$220.12M
Gross Profit (TTM)$101.88M
EBITDA (TTM)$92.36M
Year Range$12.88 - $16.61
Target Price$18.50
Short %1.99%
Short Ratio3.07

Share Price Chart


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UMH Properties, Inc.

Popular comparisons: UMH vs. O, UMH vs. ABR, UMH vs. QQQX, UMH vs. COLD, UMH vs. SPY, UMH vs. MAA, UMH vs. SWPPX, UMH vs. VOO, UMH vs. BRT

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in UMH Properties, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
17.04%
22.58%
UMH (UMH Properties, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

UMH Properties, Inc. had a return of 3.90% year-to-date (YTD) and 12.30% in the last 12 months. Over the past 10 years, UMH Properties, Inc. had an annualized return of 10.63%, while the S&P 500 benchmark had an annualized return of 10.55%, indicating that UMH Properties, Inc. performed slightly bigger than the benchmark.


PeriodReturnBenchmark
Year-To-Date3.90%6.33%
1 month-1.20%-2.81%
6 months17.64%21.13%
1 year12.30%24.56%
5 years (annualized)6.96%11.55%
10 years (annualized)10.63%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.37%3.40%5.45%
2023-6.22%-1.50%3.75%8.50%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UMH is 61, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of UMH is 6161
UMH Properties, Inc.(UMH)
The Sharpe Ratio Rank of UMH is 6565Sharpe Ratio Rank
The Sortino Ratio Rank of UMH is 5959Sortino Ratio Rank
The Omega Ratio Rank of UMH is 5656Omega Ratio Rank
The Calmar Ratio Rank of UMH is 6060Calmar Ratio Rank
The Martin Ratio Rank of UMH is 6464Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for UMH Properties, Inc. (UMH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


UMH
Sharpe ratio
The chart of Sharpe ratio for UMH, currently valued at 0.43, compared to the broader market-2.00-1.000.001.002.003.000.43
Sortino ratio
The chart of Sortino ratio for UMH, currently valued at 0.83, compared to the broader market-4.00-2.000.002.004.006.000.83
Omega ratio
The chart of Omega ratio for UMH, currently valued at 1.09, compared to the broader market0.501.001.501.09
Calmar ratio
The chart of Calmar ratio for UMH, currently valued at 0.23, compared to the broader market0.001.002.003.004.005.006.000.23
Martin ratio
The chart of Martin ratio for UMH, currently valued at 1.25, compared to the broader market0.0010.0020.0030.001.25
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-2.00-1.000.001.002.003.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-4.00-2.000.002.004.006.002.77
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.46, compared to the broader market0.001.002.003.004.005.006.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.007.61

Sharpe Ratio

The current UMH Properties, Inc. Sharpe ratio is 0.43. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
0.43
1.91
UMH (UMH Properties, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

UMH Properties, Inc. granted a 5.23% dividend yield in the last twelve months. The annual payout for that period amounted to $0.82 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.82$0.82$0.80$0.73$0.72$0.72$0.72$0.72$0.72$0.72$0.72$0.72

Dividend yield

5.23%5.35%4.97%2.68%4.86%4.58%6.08%4.83%4.78%7.11%7.54%7.64%

Monthly Dividends

The table displays the monthly dividend distributions for UMH Properties, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.21$0.00
2023$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00
2022$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00
2021$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2020$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2019$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2018$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2017$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2016$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2015$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2014$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2013$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-36.15%
-3.48%
UMH (UMH Properties, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the UMH Properties, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the UMH Properties, Inc. was 62.44%, occurring on Dec 23, 2008. Recovery took 637 trading sessions.

The current UMH Properties, Inc. drawdown is 36.15%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.44%Jan 25, 2007484Dec 23, 2008637Jul 6, 20111121
-52.64%Apr 16, 1987346Oct 16, 1990141Sep 30, 1991487
-46.99%Jan 3, 2022440Oct 3, 2023
-44.65%Jan 24, 202041Mar 23, 2020186Dec 15, 2020227
-34.93%Jan 21, 1997786Mar 31, 2000170Jan 3, 2001956

Volatility

Volatility Chart

The current UMH Properties, Inc. volatility is 9.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2024FebruaryMarchApril
9.00%
3.59%
UMH (UMH Properties, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of UMH Properties, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items