UMH vs. O
Compare and contrast key facts about UMH Properties, Inc. (UMH) and Realty Income Corporation (O).
Performance
UMH vs. O - Performance Comparison
Loading graphics...
UMH vs. O - 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% |
O Realty Income Corporation | 11.21% | 12.20% | -2.11% | -4.55% | -7.38% | 23.95% | -11.60% | 21.27% | 15.94% | 3.67% |
Fundamentals
UMH:
$0.06
O:
$1.75
UMH:
229.80
O:
35.44
UMH:
3.18
O:
7.26
UMH:
6.40
O:
6.53
UMH:
$194.79M
O:
$5.75B
UMH:
$106.45M
O:
-$3.85B
UMH:
$92.14M
O:
$4.22B
Returns By Period
In the year-to-date period, UMH achieves a -6.80% return, which is significantly lower than O's 11.21% return. Over the past 10 years, UMH has outperformed O with an annualized return of 9.28%, while O has yielded a comparatively lower 5.07% 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%
O
- 1D
- 1.14%
- 1M
- -8.00%
- YTD
- 11.21%
- 6M
- 5.16%
- 1Y
- 14.40%
- 3Y*
- 4.90%
- 5Y*
- 4.79%
- 10Y*
- 5.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UMH vs. O — Risk / Return Rank
UMH
O
UMH vs. O - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UMH Properties, Inc. (UMH) and Realty Income Corporation (O). 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 | O | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.83 | 0.86 | -1.69 |
Sortino ratioReturn per unit of downside risk | -1.05 | 1.24 | -2.29 |
Omega ratioGain probability vs. loss probability | 0.87 | 1.15 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.75 | 1.19 | -1.95 |
Martin ratioReturn relative to average drawdown | -1.23 | 3.57 | -4.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| UMH | O | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.83 | 0.86 | -1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.25 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.20 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.49 | -0.17 |
Correlation
The correlation between UMH and O is 0.28, 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. O - Dividend Comparison
UMH's dividend yield for the trailing twelve months is around 6.16%, more than O's 5.22% 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% |
O Realty Income Corporation | 5.22% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
Drawdowns
UMH vs. O - Drawdown Comparison
The maximum UMH drawdown since its inception was -62.46%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for UMH and O.
Loading graphics...
Drawdown Indicators
| UMH | O | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -48.45% | -14.01% |
Max Drawdown (1Y)Largest decline over 1 year | -22.89% | -11.10% | -11.79% |
Max Drawdown (5Y)Largest decline over 5 years | -46.98% | -34.48% | -12.50% |
Max Drawdown (10Y)Largest decline over 10 years | -46.98% | -48.28% | +1.30% |
Current DrawdownCurrent decline from peak | -33.95% | -8.00% | -25.95% |
Average DrawdownAverage peak-to-trough decline | -14.46% | -9.22% | -5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.03% | 3.70% | +10.33% |
Volatility
UMH vs. O - Volatility Comparison
The current volatility for UMH Properties, Inc. (UMH) is 4.20%, while Realty Income Corporation (O) has a volatility of 4.53%. This indicates that UMH experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| UMH | O | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 4.53% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 11.31% | +2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.83% | 16.84% | +3.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.28% | 18.89% | +6.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.88% | 25.69% | +4.19% |
Financials
UMH vs. O - Financials Comparison
This section allows you to compare key financial metrics between UMH Properties, Inc. and Realty Income 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.
Total Revenue: Total amount of money received from sales and other business activities