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UMH vs. MAA
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

UMH vs. MAA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UMH Properties, Inc. (UMH) and Mid-America Apartment Communities, Inc. (MAA). The values are adjusted to include any dividend payments, if applicable.

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UMH vs. MAA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UMH
UMH Properties, Inc.
-6.80%-11.02%29.59%0.21%-38.67%91.34%-0.73%40.13%-16.21%3.70%
MAA
Mid-America Apartment Communities, Inc.
-10.78%-6.36%19.94%-10.44%-29.75%85.87%-0.64%42.52%-1.06%6.28%

Fundamentals

Market Cap

UMH:

$1.25B

MAA:

$14.35B

EPS

UMH:

$0.06

MAA:

$3.81

PE Ratio

UMH:

229.80

MAA:

32.12

PS Ratio

UMH:

6.40

MAA:

6.50

PB Ratio

UMH:

2.14

MAA:

2.53

Total Revenue (TTM)

UMH:

$194.79M

MAA:

$2.21B

Gross Profit (TTM)

UMH:

$106.45M

MAA:

$703.07M

EBITDA (TTM)

UMH:

$92.14M

MAA:

$1.32B

Returns By Period

In the year-to-date period, UMH achieves a -6.80% return, which is significantly higher than MAA's -10.78% return. Over the past 10 years, UMH has outperformed MAA with an annualized return of 9.28%, while MAA has yielded a comparatively lower 5.51% 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%

MAA

1D
0.35%
1M
-8.62%
YTD
-10.78%
6M
-9.16%
1Y
-23.66%
3Y*
-2.80%
5Y*
0.09%
10Y*
5.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

UMH vs. MAA — Risk / Return Rank

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

UMH
UMH Risk / Return Rank: 1212
Overall Rank
UMH Sharpe Ratio Rank: 88
Sharpe Ratio Rank
UMH Sortino Ratio Rank: 1010
Sortino Ratio Rank
UMH Omega Ratio Rank: 1111
Omega Ratio Rank
UMH Calmar Ratio Rank: 1414
Calmar Ratio Rank
UMH Martin Ratio Rank: 1717
Martin Ratio Rank

MAA
MAA Risk / Return Rank: 55
Overall Rank
MAA Sharpe Ratio Rank: 22
Sharpe Ratio Rank
MAA Sortino Ratio Rank: 44
Sortino Ratio Rank
MAA Omega Ratio Rank: 66
Omega Ratio Rank
MAA Calmar Ratio Rank: 66
Calmar Ratio Rank
MAA Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UMH vs. MAA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UMH Properties, Inc. (UMH) and Mid-America Apartment Communities, Inc. (MAA). 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.


UMHMAADifference

Sharpe ratio

Return per unit of total volatility

-0.83

-1.16

+0.33

Sortino ratio

Return per unit of downside risk

-1.05

-1.59

+0.54

Omega ratio

Gain probability vs. loss probability

0.87

0.81

+0.06

Calmar ratio

Return relative to maximum drawdown

-0.75

-0.92

+0.17

Martin ratio

Return relative to average drawdown

-1.23

-1.52

+0.29

UMH vs. MAA - Sharpe Ratio Comparison

The current UMH Sharpe Ratio is -0.83, which is comparable to the MAA Sharpe Ratio of -1.16. The chart below compares the historical Sharpe Ratios of UMH and MAA, 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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Sharpe Ratios by Period


UMHMAADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.83

-1.16

+0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

0.00

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.23

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.43

-0.11

Correlation

The correlation between UMH and MAA is 0.30, 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. MAA - Dividend Comparison

UMH's dividend yield for the trailing twelve months is around 6.16%, more than MAA's 4.96% yield.


TTM20252024202320222021202020192018201720162015
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%
MAA
Mid-America Apartment Communities, Inc.
4.96%4.36%3.80%4.96%2.98%1.79%3.16%2.91%3.86%3.46%3.35%3.39%

Drawdowns

UMH vs. MAA - Drawdown Comparison

The maximum UMH drawdown since its inception was -62.46%, roughly equal to the maximum MAA drawdown of -60.29%. Use the drawdown chart below to compare losses from any high point for UMH and MAA.


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Drawdown Indicators


UMHMAADifference

Max Drawdown

Largest peak-to-trough decline

-62.46%

-60.29%

-2.17%

Max Drawdown (1Y)

Largest decline over 1 year

-22.89%

-25.74%

+2.85%

Max Drawdown (5Y)

Largest decline over 5 years

-46.98%

-45.01%

-1.97%

Max Drawdown (10Y)

Largest decline over 10 years

-46.98%

-45.01%

-1.97%

Current Drawdown

Current decline from peak

-33.95%

-36.95%

+3.00%

Average Drawdown

Average peak-to-trough decline

-14.46%

-10.27%

-4.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.03%

15.59%

-1.56%

Volatility

UMH vs. MAA - Volatility Comparison

The current volatility for UMH Properties, Inc. (UMH) is 4.20%, while Mid-America Apartment Communities, Inc. (MAA) has a volatility of 4.51%. This indicates that UMH experiences smaller price fluctuations and is considered to be less risky than MAA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UMHMAADifference

Volatility (1M)

Calculated over the trailing 1-month period

4.20%

4.51%

-0.31%

Volatility (6M)

Calculated over the trailing 6-month period

13.45%

12.65%

+0.80%

Volatility (1Y)

Calculated over the trailing 1-year period

20.83%

20.52%

+0.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.28%

22.01%

+3.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.88%

24.11%

+5.77%

Financials

UMH vs. MAA - Financials Comparison

This section allows you to compare key financial metrics between UMH Properties, Inc. and Mid-America Apartment Communities, 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


0.00100.00M200.00M300.00M400.00M500.00M600.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
555.56M
(UMH) Total Revenue
(MAA) Total Revenue
Values in USD except per share items