UMH vs. SWPPX
Compare and contrast key facts about UMH Properties, Inc. (UMH) and Schwab S&P 500 Index Fund (SWPPX).
SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UMH or SWPPX.
Correlation
The correlation between UMH and SWPPX 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.
Performance
UMH vs. SWPPX - Performance Comparison
Key characteristics
UMH:
1.14
SWPPX:
1.87
UMH:
1.74
SWPPX:
2.52
UMH:
1.22
SWPPX:
1.34
UMH:
0.62
SWPPX:
2.82
UMH:
4.61
SWPPX:
11.68
UMH:
5.71%
SWPPX:
2.04%
UMH:
23.16%
SWPPX:
12.76%
UMH:
-62.44%
SWPPX:
-55.06%
UMH:
-24.69%
SWPPX:
-0.41%
Returns By Period
In the year-to-date period, UMH achieves a -5.44% return, which is significantly lower than SWPPX's 4.20% return. Over the past 10 years, UMH has underperformed SWPPX with an annualized return of 12.02%, while SWPPX has yielded a comparatively higher 13.00% annualized return.
UMH
-5.44%
-3.76%
-7.05%
27.54%
6.83%
12.02%
SWPPX
4.20%
1.25%
10.53%
24.42%
14.68%
13.00%
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Risk-Adjusted Performance
UMH vs. SWPPX — Risk-Adjusted Performance Rank
UMH
SWPPX
UMH vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UMH Properties, Inc. (UMH) and Schwab S&P 500 Index Fund (SWPPX). 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.
Dividends
UMH vs. SWPPX - Dividend Comparison
UMH's dividend yield for the trailing twelve months is around 4.88%, more than SWPPX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | 4.88% | 4.50% | 5.35% | 4.97% | 2.78% | 4.86% | 4.58% | 6.08% | 4.83% | 4.78% | 7.11% | 7.54% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
UMH vs. SWPPX - Drawdown Comparison
The maximum UMH drawdown since its inception was -62.44%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for UMH and SWPPX. For additional features, visit the drawdowns tool.
Volatility
UMH vs. SWPPX - Volatility Comparison
UMH Properties, Inc. (UMH) has a higher volatility of 4.99% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.01%. This indicates that UMH's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.