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UMH vs. ABR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UMH and ABR is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

UMH vs. ABR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UMH Properties, Inc. (UMH) and Arbor Realty Trust, Inc. (ABR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

UMH:

0.48

ABR:

-0.68

Sortino Ratio

UMH:

0.65

ABR:

-0.74

Omega Ratio

UMH:

1.08

ABR:

0.89

Calmar Ratio

UMH:

0.20

ABR:

-0.71

Martin Ratio

UMH:

1.04

ABR:

-1.90

Ulcer Index

UMH:

7.67%

ABR:

13.66%

Daily Std Dev

UMH:

22.20%

ABR:

37.39%

Max Drawdown

UMH:

-62.44%

ABR:

-97.75%

Current Drawdown

UMH:

-28.78%

ABR:

-36.39%

Fundamentals

Market Cap

UMH:

$1.43B

ABR:

$1.92B

EPS

UMH:

$0.12

ABR:

$1.03

PE Ratio

UMH:

142.00

ABR:

9.72

PEG Ratio

UMH:

-14.50

ABR:

1.20

PS Ratio

UMH:

5.88

ABR:

3.14

PB Ratio

UMH:

2.44

ABR:

0.81

Total Revenue (TTM)

UMH:

$244.10M

ABR:

$490.88M

Gross Profit (TTM)

UMH:

$134.13M

ABR:

$444.85M

EBITDA (TTM)

UMH:

$115.78M

ABR:

$475.21M

Returns By Period

In the year-to-date period, UMH achieves a -10.58% return, which is significantly higher than ABR's -30.13% return. Over the past 10 years, UMH has underperformed ABR with an annualized return of 10.78%, while ABR has yielded a comparatively higher 13.33% annualized return.


UMH

YTD

-10.58%

1M

-2.04%

6M

-11.84%

1Y

10.65%

3Y*

-0.40%

5Y*

11.26%

10Y*

10.78%

ABR

YTD

-30.13%

1M

-13.85%

6M

-33.76%

1Y

-25.45%

3Y*

-6.03%

5Y*

15.14%

10Y*

13.33%

*Annualized

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UMH Properties, Inc.

Arbor Realty Trust, Inc.

Risk-Adjusted Performance

UMH vs. ABR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UMH
The Risk-Adjusted Performance Rank of UMH is 6161
Overall Rank
The Sharpe Ratio Rank of UMH is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of UMH is 5656
Sortino Ratio Rank
The Omega Ratio Rank of UMH is 5454
Omega Ratio Rank
The Calmar Ratio Rank of UMH is 6161
Calmar Ratio Rank
The Martin Ratio Rank of UMH is 6464
Martin Ratio Rank

ABR
The Risk-Adjusted Performance Rank of ABR is 1111
Overall Rank
The Sharpe Ratio Rank of ABR is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of ABR is 1717
Sortino Ratio Rank
The Omega Ratio Rank of ABR is 1515
Omega Ratio Rank
The Calmar Ratio Rank of ABR is 88
Calmar Ratio Rank
The Martin Ratio Rank of ABR is 11
Martin 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.

UMH vs. ABR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for UMH Properties, Inc. (UMH) and Arbor Realty Trust, Inc. (ABR). 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.


The current UMH Sharpe Ratio is 0.48, which is higher than the ABR Sharpe Ratio of -0.68. The chart below compares the historical Sharpe Ratios of UMH and ABR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

UMH vs. ABR - Dividend Comparison

UMH's dividend yield for the trailing twelve months is around 5.29%, less than ABR's 17.51% yield.


TTM20242023202220212020201920182017201620152014
UMH
UMH Properties, Inc.
5.29%4.50%5.35%4.97%2.78%4.86%4.58%6.08%4.83%4.78%7.11%7.54%
ABR
Arbor Realty Trust, Inc.
17.51%12.42%11.07%11.68%7.53%8.67%7.94%10.03%8.33%8.31%8.11%7.68%

Drawdowns

UMH vs. ABR - Drawdown Comparison

The maximum UMH drawdown since its inception was -62.44%, smaller than the maximum ABR drawdown of -97.75%. Use the drawdown chart below to compare losses from any high point for UMH and ABR. For additional features, visit the drawdowns tool.


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Volatility

UMH vs. ABR - Volatility Comparison

The current volatility for UMH Properties, Inc. (UMH) is 5.63%, while Arbor Realty Trust, Inc. (ABR) has a volatility of 14.03%. This indicates that UMH experiences smaller price fluctuations and is considered to be less risky than ABR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

UMH vs. ABR - Financials Comparison

This section allows you to compare key financial metrics between UMH Properties, Inc. and Arbor Realty Trust, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


50.00M100.00M150.00M200.00M20212022202320242025
61.23M
25.60M
(UMH) Total Revenue
(ABR) Total Revenue
Values in USD except per share items