UMH vs. BRT
Compare and contrast key facts about UMH Properties, Inc. (UMH) and BRT Apartments Corp. (BRT).
Performance
UMH vs. BRT - Performance Comparison
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UMH vs. BRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | -6.80% | -11.02% | 29.59% | 0.21% | -38.67% | 91.34% | -0.73% | 40.13% | -16.21% | 3.70% |
BRT BRT Apartments Corp. | -6.44% | -13.25% | 2.72% | -0.04% | -14.36% | 65.66% | -3.09% | 57.19% | 3.74% | 48.82% |
Fundamentals
UMH:
$1.25B
BRT:
$243.12M
UMH:
$0.06
BRT:
-$0.66
UMH:
6.40
BRT:
2.54
UMH:
2.14
BRT:
1.37
UMH:
$194.79M
BRT:
$95.59M
UMH:
$106.45M
BRT:
$38.60M
UMH:
$92.14M
BRT:
$38.05M
Returns By Period
In the year-to-date period, UMH achieves a -6.80% return, which is significantly lower than BRT's -6.44% return. Over the past 10 years, UMH has underperformed BRT with an annualized return of 9.28%, while BRT has yielded a comparatively higher 12.23% annualized return.
UMH
- 1D
- 1.32%
- 1M
- -3.75%
- YTD
- -6.80%
- 6M
- 2.32%
- 1Y
- -17.24%
- 3Y*
- 5.04%
- 5Y*
- -1.08%
- 10Y*
- 9.28%
BRT
- 1D
- 1.20%
- 1M
- -7.08%
- YTD
- -6.44%
- 6M
- -11.06%
- 1Y
- -13.08%
- 3Y*
- -6.45%
- 5Y*
- 0.40%
- 10Y*
- 12.23%
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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.
| UMH | BRT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.83 | -0.56 | -0.28 |
Sortino ratioReturn per unit of downside risk | -1.05 | -0.68 | -0.38 |
Omega ratioGain probability vs. loss probability | 0.87 | 0.92 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.75 | -0.94 | +0.19 |
Martin ratioReturn relative to average drawdown | -1.23 | -1.94 | +0.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UMH | BRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.83 | -0.56 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.01 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.34 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.04 | +0.28 |
Correlation
The correlation between UMH and BRT is 0.18, 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.
Dividends
UMH vs. BRT - Dividend Comparison
UMH's dividend yield for the trailing twelve months is around 6.16%, less than BRT's 7.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | 6.16% | 5.59% | 4.50% | 5.35% | 4.97% | 2.78% | 4.86% | 4.58% | 6.08% | 4.83% | 4.78% | 7.11% |
BRT BRT Apartments Corp. | 7.41% | 6.80% | 5.55% | 5.38% | 4.99% | 3.75% | 5.79% | 4.95% | 6.99% | 3.05% | 0.00% | 0.00% |
Drawdowns
UMH vs. BRT - Drawdown Comparison
The maximum UMH drawdown since its inception was -62.46%, smaller than the maximum BRT drawdown of -95.38%. 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% | -95.38% | +32.92% |
Max Drawdown (1Y)Largest decline over 1 year | -22.89% | -16.00% | -6.89% |
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 | -33.95% | -33.86% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -14.46% | -50.97% | +36.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.03% | 7.81% | +6.22% |
Volatility
UMH vs. BRT - Volatility Comparison
The current volatility for UMH Properties, Inc. (UMH) is 4.20%, while BRT Apartments Corp. (BRT) has a volatility of 6.53%. This indicates that UMH experiences smaller price fluctuations and is considered to be less risky 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 | 4.20% | 6.53% | -2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 14.76% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.83% | 23.76% | -2.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.28% | 30.37% | -5.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.88% | 36.48% | -6.60% |
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