UMH vs. SPY
Compare and contrast key facts about UMH Properties, Inc. (UMH) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UMH or SPY.
Correlation
The correlation between UMH and SPY is 0.27, 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.
Performance
UMH vs. SPY - Performance Comparison
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Key characteristics
UMH:
0.48
SPY:
0.57
UMH:
0.69
SPY:
0.93
UMH:
1.09
SPY:
1.14
UMH:
0.22
SPY:
0.61
UMH:
1.12
SPY:
2.33
UMH:
7.69%
SPY:
4.90%
UMH:
22.17%
SPY:
20.34%
UMH:
-62.44%
SPY:
-55.19%
UMH:
-29.13%
SPY:
-4.58%
Returns By Period
In the year-to-date period, UMH achieves a -11.01% return, which is significantly lower than SPY's -0.21% return. Over the past 10 years, UMH has underperformed SPY with an annualized return of 10.73%, while SPY has yielded a comparatively higher 12.52% annualized return.
UMH
-11.01%
-3.93%
-12.90%
10.53%
-1.12%
11.15%
10.73%
SPY
-0.21%
10.59%
-1.16%
11.45%
15.35%
16.25%
12.52%
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Risk-Adjusted Performance
UMH vs. SPY — Risk-Adjusted Performance Rank
UMH
SPY
UMH vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UMH Properties, Inc. (UMH) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
UMH vs. SPY - Dividend Comparison
UMH's dividend yield for the trailing twelve months is around 5.31%, more than SPY's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | 5.31% | 4.50% | 5.35% | 4.97% | 2.78% | 4.86% | 4.58% | 6.08% | 4.83% | 4.78% | 7.11% | 7.54% |
SPY SPDR S&P 500 ETF | 1.23% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
UMH vs. SPY - Drawdown Comparison
The maximum UMH drawdown since its inception was -62.44%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for UMH and SPY. For additional features, visit the drawdowns tool.
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Volatility
UMH vs. SPY - Volatility Comparison
UMH Properties, Inc. (UMH) has a higher volatility of 5.47% compared to SPDR S&P 500 ETF (SPY) at 4.68%. This indicates that UMH's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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