UMH vs. BRT
UMH (UMH Properties, Inc.) and BRT (BRT Apartments Corp.) are both stocks. Both operate in the REIT - Residential industry within the Real Estate sector. Over the past 10 years, UMH returned 8.58%/yr vs 13.46%/yr for BRT. At a 0.19 correlation, their price movements are largely independent.
Performance
UMH vs. BRT - Performance Comparison
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Returns By Period
In the year-to-date period, UMH achieves a -2.17% return, which is significantly lower than BRT's 3.68% return. Over the past 10 years, UMH has underperformed BRT with an annualized return of 8.58%, while BRT has yielded a comparatively higher 13.46% annualized return.
UMH
- 1D
- -1.37%
- 1M
- -2.33%
- YTD
- -2.17%
- 6M
- -1.98%
- 1Y
- -3.36%
- 3Y*
- 4.32%
- 5Y*
- -3.02%
- 10Y*
- 8.58%
BRT
- 1D
- 0.14%
- 1M
- 2.40%
- YTD
- 3.68%
- 6M
- 5.40%
- 1Y
- 1.31%
- 3Y*
- -2.98%
- 5Y*
- 2.09%
- 10Y*
- 13.46%
UMH vs. BRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | -2.17% | -11.02% | 29.59% | 0.21% | -38.67% | 91.34% | -0.73% | 40.13% | -16.21% | 3.70% |
BRT BRT Apartments Corp. | 3.68% | -13.25% | 2.72% | -0.04% | -14.36% | 65.66% | -3.09% | 57.19% | 3.74% | 48.82% |
Correlation
The correlation between UMH and BRT is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 1993 | 0.19 |
Over the past year, UMH and BRT have become more correlated (0.51) than their long-term average of 0.19, meaning their price movements have been converging.
Fundamentals
UMH:
$1.29B
BRT:
$265.72M
UMH:
$0.25
BRT:
-$0.68
UMH:
6.42
BRT:
2.70
UMH:
2.27
BRT:
1.57
UMH:
$200.53M
BRT:
$98.01M
UMH:
$74.67M
BRT:
$12.37M
UMH:
$95.11M
BRT:
$38.34M
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Return for Risk
UMH vs. BRT — Risk / Return Rank
UMH
BRT
UMH vs. BRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UMH Properties, Inc. (UMH) and BRT Apartments Corp. (BRT). 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 | BRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.03 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 0.08 | -0.28 |
| Martin ratioReturn relative to average drawdown | -0.37 | 0.16 | -0.53 |
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Drawdowns
UMH vs. BRT - Drawdown Comparison
The maximum UMH drawdown since its inception was -62.46%, smaller than the maximum BRT drawdown of -95.37%. Use the drawdown chart below to compare losses from any high point for UMH and BRT.
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Drawdown Indicators
| UMH | BRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -95.37% | +32.91% |
Max Drawdown (1Y)Largest decline over 1 year | -17.43% | -16.00% | -1.43% |
Max Drawdown (3Y)Largest decline over 3 years | -27.28% | -27.60% | +0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -46.98% | -35.28% | -11.70% |
Max Drawdown (10Y)Largest decline over 10 years | -46.98% | -58.76% | +11.78% |
Current DrawdownCurrent decline from peak | -30.67% | -26.70% | -3.97% |
Average DrawdownAverage peak-to-trough decline | -14.57% | -50.88% | +36.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.21% | 8.20% | +1.01% |
Volatility
UMH vs. BRT - Volatility Comparison
UMH Properties, Inc. (UMH) has a higher volatility of 6.46% compared to BRT Apartments Corp. (BRT) at 4.09%. This indicates that UMH's price experiences larger fluctuations and is considered to be riskier than BRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UMH | BRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.46% | 4.09% | +2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 13.53% | 12.73% | +0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.35% | 20.39% | -1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.19% | 29.11% | -3.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.93% | 36.54% | -6.61% |
Dividends
UMH vs. BRT - Dividend Comparison
UMH's dividend yield for the trailing twelve months is around 5.95%, less than BRT's 6.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRT BRT Apartments Corp. | 6.80% | 6.80% | 5.55% | 5.38% | 4.99% | 3.75% | 5.79% | 4.95% | 6.99% | 3.05% | 0.00% | 0.00% |
UMH UMH Properties, Inc. | 5.95% | 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. BRT - Financials Comparison
This section allows you to compare key financial metrics between UMH Properties, Inc. and BRT Apartments Corp.. 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 BRT have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UMH has higher volatility (6.46%) compared to BRT (4.09%). In terms of maximum drawdown, UMH dropped -62.46% vs BRT's -95.37%.
BRT currently has the higher Sharpe Ratio (0.06 vs -0.18), 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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