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

Correlation

The correlation between UMH and AMT is 0.23, 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.


-0.50.00.51.00.2

Performance

UMH vs. AMT - Performance Comparison

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

-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
-7.05%
-11.18%
UMH
AMT

Key characteristics

Sharpe Ratio

UMH:

1.14

AMT:

0.24

Sortino Ratio

UMH:

1.74

AMT:

0.51

Omega Ratio

UMH:

1.22

AMT:

1.07

Calmar Ratio

UMH:

0.62

AMT:

0.16

Martin Ratio

UMH:

4.61

AMT:

0.51

Ulcer Index

UMH:

5.71%

AMT:

12.42%

Daily Std Dev

UMH:

23.16%

AMT:

25.76%

Max Drawdown

UMH:

-62.44%

AMT:

-98.70%

Current Drawdown

UMH:

-24.69%

AMT:

-29.80%

Fundamentals

Market Cap

UMH:

$1.50B

AMT:

$88.11B

EPS

UMH:

$0.13

AMT:

$4.15

PE Ratio

UMH:

146.69

AMT:

45.44

PEG Ratio

UMH:

-14.50

AMT:

1.18

Total Revenue (TTM)

UMH:

$126.74M

AMT:

$8.26B

Gross Profit (TTM)

UMH:

$39.68M

AMT:

$4.88B

EBITDA (TTM)

UMH:

$87.36M

AMT:

$5.35B

Returns By Period

In the year-to-date period, UMH achieves a -5.44% return, which is significantly lower than AMT's 4.89% return. Over the past 10 years, UMH has outperformed AMT with an annualized return of 12.02%, while AMT has yielded a comparatively lower 9.57% annualized return.


UMH

YTD

-5.44%

1M

-3.76%

6M

-7.05%

1Y

27.54%

5Y*

6.83%

10Y*

12.02%

AMT

YTD

4.89%

1M

1.29%

6M

-11.18%

1Y

5.67%

5Y*

-2.35%

10Y*

9.57%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

UMH vs. AMT — 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 7676
Overall Rank
The Sharpe Ratio Rank of UMH is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of UMH is 7676
Sortino Ratio Rank
The Omega Ratio Rank of UMH is 7373
Omega Ratio Rank
The Calmar Ratio Rank of UMH is 7171
Calmar Ratio Rank
The Martin Ratio Rank of UMH is 7979
Martin Ratio Rank

AMT
The Risk-Adjusted Performance Rank of AMT is 5151
Overall Rank
The Sharpe Ratio Rank of AMT is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of AMT is 4646
Sortino Ratio Rank
The Omega Ratio Rank of AMT is 4545
Omega Ratio Rank
The Calmar Ratio Rank of AMT is 5454
Calmar Ratio Rank
The Martin Ratio Rank of AMT is 5353
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. AMT - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for UMH, currently valued at 1.14, compared to the broader market-2.000.002.001.140.24
The chart of Sortino ratio for UMH, currently valued at 1.74, compared to the broader market-4.00-2.000.002.004.006.001.740.51
The chart of Omega ratio for UMH, currently valued at 1.22, compared to the broader market0.501.001.502.001.221.07
The chart of Calmar ratio for UMH, currently valued at 0.62, compared to the broader market0.002.004.006.000.620.16
The chart of Martin ratio for UMH, currently valued at 4.61, compared to the broader market-10.000.0010.0020.0030.004.610.51
UMH
AMT

The current UMH Sharpe Ratio is 1.14, which is higher than the AMT Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of UMH and AMT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00SeptemberOctoberNovemberDecember2025February
1.14
0.24
UMH
AMT

Dividends

UMH vs. AMT - Dividend Comparison

UMH's dividend yield for the trailing twelve months is around 4.88%, more than AMT's 3.37% yield.


TTM20242023202220212020201920182017201620152014
UMH
UMH Properties, Inc.
4.88%4.50%5.35%4.97%2.78%4.86%4.58%6.08%4.83%4.78%7.11%7.54%
AMT
American Tower Corporation
3.37%3.53%2.99%2.77%1.78%2.02%1.64%1.99%1.84%2.05%1.87%1.42%

Drawdowns

UMH vs. AMT - Drawdown Comparison

The maximum UMH drawdown since its inception was -62.44%, 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. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%SeptemberOctoberNovemberDecember2025February
-24.69%
-29.80%
UMH
AMT

Volatility

UMH vs. AMT - Volatility Comparison

The current volatility for UMH Properties, Inc. (UMH) is 4.99%, while American Tower Corporation (AMT) has a volatility of 7.27%. 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.


4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
4.99%
7.27%
UMH
AMT

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.


Quarterly
Annual

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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