UMH Properties, Inc. (UMH)

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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.

UMH Properties, Inc. (UMH) has returned -8.02% so far this year and -18.35% over the past 12 months. Over the last ten years, UMH has returned 9.13% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Dec 6, 1993, UMH's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, your investment would double in approximately 6.3 years.

Historically, 54% of months were positive and 46% were negative. The best month was May 2009 with a return of +27.9%, while the worst month was Mar 2020 at -25.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, UMH closed higher 45% of trading days. The best single day was Mar 26, 2020 with a return of +15.7%, while the worst single day was Mar 9, 2020 at -21.6%.

UMH Properties, Inc. has an annualized alpha of 7.55%, beta of 0.48, and R² of 0.11 versus S&P 500 Index. Calculated based on daily prices since December 07, 1993.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (65.86%) than losses (59.91%) — typical of diversified or defensive assets.
• Beta of 0.48 may look defensive, but with R² of 0.11 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.11 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

UMH ranks 10 for risk / return — in the bottom 10% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for UMH Properties, Inc. (UMH) and compare them to a chosen benchmark (S&P 500 Index).

UMH Properties, Inc. provided a 6.24% dividend yield over the last twelve months, with an annual payout of $0.90 per share. The company has been increasing its dividends for 16 consecutive years.

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.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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 62.46%, occurring on Dec 23, 2008. Recovery took 637 trading sessions.

The current UMH Properties, Inc. drawdown is 34.81%.

The chart below shows the rolling one-month volatility.

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.

The Valuation section provides an overview of how UMH Properties, Inc. is priced in the market compared to other companies in the REIT - Residential industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.