UMH vs. AMT
UMH (UMH Properties, Inc.) and AMT (American Tower Corporation) are both stocks. Both are in the Real Estate sector — UMH in REIT - Residential, AMT in REIT - Specialty. Over the past 10 years, UMH returned 8.41%/yr vs 7.71%/yr for AMT. At a 0.23 correlation, their price movements are largely independent.
Performance
UMH vs. AMT - Performance Comparison
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Returns By Period
In the year-to-date period, UMH achieves a -3.14% return, which is significantly lower than AMT's 2.46% return. Over the past 10 years, UMH has outperformed AMT with an annualized return of 8.41%, while AMT has yielded a comparatively lower 7.71% annualized return.
UMH
- 1D
- -0.60%
- 1M
- -2.16%
- YTD
- -3.14%
- 6M
- -2.40%
- 1Y
- -5.24%
- 3Y*
- 4.85%
- 5Y*
- -2.99%
- 10Y*
- 8.41%
AMT
- 1D
- 0.22%
- 1M
- -3.12%
- YTD
- 2.46%
- 6M
- 5.28%
- 1Y
- -15.74%
- 3Y*
- 1.76%
- 5Y*
- -4.83%
- 10Y*
- 7.71%
UMH vs. AMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | -3.14% | -11.02% | 29.59% | 0.21% | -38.67% | 91.34% | -0.73% | 40.13% | -16.21% | 3.70% |
AMT American Tower Corporation | 2.46% | -0.92% | -12.16% | 5.37% | -25.67% | 32.89% | -0.48% | 47.87% | 13.32% | 37.71% |
Correlation
The correlation between UMH and AMT is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jun 5, 1998 | 0.23 |
The correlation between UMH and AMT shifts across timeframes, from 0.23 (all time) to 0.46 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
UMH:
$1.28B
AMT:
$82.36B
UMH:
$0.25
AMT:
$6.14
UMH:
58.92
AMT:
28.71
UMH:
0.74
AMT:
8.19
UMH:
6.36
AMT:
7.64
UMH:
2.24
AMT:
22.55
UMH:
$200.53M
AMT:
$10.82B
UMH:
$74.67M
AMT:
$7.94B
UMH:
$95.11M
AMT:
$6.71B
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Return for Risk
UMH vs. AMT — Risk / Return Rank
UMH
AMT
UMH vs. AMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UMH Properties, Inc. (UMH) and American Tower Corporation (AMT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UMH | AMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.54 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.91 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | -0.59 | +0.29 |
| Martin ratioReturn relative to average drawdown | -0.57 | -0.85 | +0.28 |
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Drawdowns
UMH vs. AMT - Drawdown Comparison
The maximum UMH drawdown since its inception was -62.46%, smaller than the maximum AMT drawdown of -98.70%. Use the drawdown chart below to compare losses from any high point for UMH and AMT.
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Drawdown Indicators
| UMH | AMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -98.70% | +36.24% |
Max Drawdown (1Y)Largest decline over 1 year | -17.43% | -26.67% | +9.24% |
Max Drawdown (3Y)Largest decline over 3 years | -27.28% | -27.54% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -46.98% | -45.34% | -1.64% |
Max Drawdown (10Y)Largest decline over 10 years | -46.98% | -45.34% | -1.64% |
Current DrawdownCurrent decline from peak | -31.36% | -32.06% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -14.56% | -27.02% | +12.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.18% | 18.60% | -9.42% |
Volatility
UMH vs. AMT - Volatility Comparison
The current volatility for UMH Properties, Inc. (UMH) is 6.27%, while American Tower Corporation (AMT) has a volatility of 8.42%. This indicates that UMH experiences smaller price fluctuations and is considered to be less risky than AMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UMH | AMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.27% | 8.42% | -2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 13.57% | 19.69% | -6.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.30% | 24.43% | -5.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.18% | 26.43% | -1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.94% | 26.23% | +3.71% |
Dividends
UMH vs. AMT - Dividend Comparison
UMH's dividend yield for the trailing twelve months is around 6.01%, more than AMT's 3.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMT American Tower Corporation | 3.96% | 3.87% | 3.53% | 2.99% | 2.77% | 1.78% | 2.02% | 1.64% | 1.99% | 1.84% | 2.05% | 1.87% |
UMH UMH Properties, Inc. | 6.01% | 5.59% | 4.50% | 5.35% | 4.97% | 2.78% | 4.86% | 4.58% | 6.08% | 4.83% | 4.78% | 7.11% |
Financials
UMH vs. AMT - Financials Comparison
This section allows you to compare key financial metrics between UMH Properties, Inc. and American Tower Corporation. 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
Frequently Asked Questions
UMH and AMT have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMT has higher volatility (8.42%) compared to UMH (6.27%). In terms of maximum drawdown, UMH dropped -62.46% vs AMT's -98.70%.
UMH currently has the higher Sharpe Ratio (-0.27 vs -0.65), 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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