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

Correlation

The correlation between UMH and MAA is 0.29, 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.


-0.50.00.51.00.3

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.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-6.72%
5.03%
UMH
MAA

Key characteristics

Sharpe Ratio

UMH:

1.24

MAA:

1.56

Sortino Ratio

UMH:

1.87

MAA:

2.30

Omega Ratio

UMH:

1.24

MAA:

1.27

Calmar Ratio

UMH:

0.68

MAA:

0.75

Martin Ratio

UMH:

5.13

MAA:

6.95

Ulcer Index

UMH:

5.62%

MAA:

4.50%

Daily Std Dev

UMH:

23.21%

MAA:

19.80%

Max Drawdown

UMH:

-62.44%

MAA:

-60.29%

Current Drawdown

UMH:

-25.21%

MAA:

-22.84%

Fundamentals

Market Cap

UMH:

$1.50B

MAA:

$18.90B

EPS

UMH:

$0.13

MAA:

$4.49

PE Ratio

UMH:

146.69

MAA:

35.09

PEG Ratio

UMH:

-14.50

MAA:

10.19

Total Revenue (TTM)

UMH:

$126.74M

MAA:

$2.19B

Gross Profit (TTM)

UMH:

$39.68M

MAA:

$455.71M

EBITDA (TTM)

UMH:

$87.36M

MAA:

$1.32B

Returns By Period

In the year-to-date period, UMH achieves a -6.08% return, which is significantly lower than MAA's 2.96% return. Both investments have delivered pretty close results over the past 10 years, with UMH having a 11.99% annualized return and MAA not far behind at 11.70%.


UMH

YTD

-6.08%

1M

-3.00%

6M

-6.33%

1Y

25.46%

5Y*

6.50%

10Y*

11.99%

MAA

YTD

2.96%

1M

4.68%

6M

4.96%

1Y

27.13%

5Y*

4.96%

10Y*

11.70%

*Annualized

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Risk-Adjusted Performance

UMH vs. MAA — 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 7777
Overall Rank
The Sharpe Ratio Rank of UMH is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of UMH is 7777
Sortino Ratio Rank
The Omega Ratio Rank of UMH is 7474
Omega Ratio Rank
The Calmar Ratio Rank of UMH is 7171
Calmar Ratio Rank
The Martin Ratio Rank of UMH is 8181
Martin Ratio Rank

MAA
The Risk-Adjusted Performance Rank of MAA is 8181
Overall Rank
The Sharpe Ratio Rank of MAA is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of MAA is 8383
Sortino Ratio Rank
The Omega Ratio Rank of MAA is 7979
Omega Ratio Rank
The Calmar Ratio Rank of MAA is 7373
Calmar Ratio Rank
The Martin Ratio Rank of MAA is 8585
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. MAA - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for UMH, currently valued at 1.24, compared to the broader market-2.000.002.004.001.241.56
The chart of Sortino ratio for UMH, currently valued at 1.87, compared to the broader market-6.00-4.00-2.000.002.004.006.001.872.30
The chart of Omega ratio for UMH, currently valued at 1.24, compared to the broader market0.501.001.502.001.241.27
The chart of Calmar ratio for UMH, currently valued at 0.68, compared to the broader market0.002.004.006.000.680.75
The chart of Martin ratio for UMH, currently valued at 5.13, compared to the broader market0.0010.0020.0030.005.136.95
UMH
MAA

The current UMH Sharpe Ratio is 1.24, which is comparable to the MAA Sharpe Ratio of 1.56. 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.


Rolling 12-month Sharpe Ratio0.501.001.502.00SeptemberOctoberNovemberDecember2025February
1.24
1.56
UMH
MAA

Dividends

UMH vs. MAA - Dividend Comparison

UMH's dividend yield for the trailing twelve months is around 4.91%, more than MAA's 3.76% yield.


TTM20242023202220212020201920182017201620152014
UMH
UMH Properties, Inc.
4.91%4.50%5.35%4.97%2.78%4.86%4.58%6.08%4.83%4.78%7.11%7.54%
MAA
Mid-America Apartment Communities, Inc.
3.76%3.80%4.16%2.98%2.25%3.16%2.91%3.86%3.46%3.35%3.39%3.91%

Drawdowns

UMH vs. MAA - Drawdown Comparison

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


-30.00%-25.00%-20.00%-15.00%SeptemberOctoberNovemberDecember2025February
-25.21%
-22.84%
UMH
MAA

Volatility

UMH vs. MAA - Volatility Comparison

The current volatility for UMH Properties, Inc. (UMH) is 5.18%, while Mid-America Apartment Communities, Inc. (MAA) has a volatility of 6.10%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
5.18%
6.10%
UMH
MAA

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


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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