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 0.29, 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.
Performance
UMH vs. SWPPX - Performance Comparison
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Key characteristics
UMH:
0.68
SWPPX:
0.59
UMH:
0.81
SWPPX:
0.88
UMH:
1.10
SWPPX:
1.13
UMH:
0.27
SWPPX:
0.56
UMH:
1.38
SWPPX:
2.14
UMH:
7.75%
SWPPX:
4.91%
UMH:
22.17%
SWPPX:
19.69%
UMH:
-62.44%
SWPPX:
-55.06%
UMH:
-28.74%
SWPPX:
-5.21%
Returns By Period
In the year-to-date period, UMH achieves a -10.52% return, which is significantly lower than SWPPX's -0.82% return. Over the past 10 years, UMH has underperformed SWPPX with an annualized return of 10.85%, while SWPPX has yielded a comparatively higher 12.39% annualized return.
UMH
-10.52%
-4.45%
-12.20%
14.91%
-1.04%
11.27%
10.85%
SWPPX
-0.82%
8.08%
-2.15%
11.60%
15.48%
16.17%
12.39%
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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.
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Dividends
UMH vs. SWPPX - Dividend Comparison
UMH's dividend yield for the trailing twelve months is around 5.28%, more than SWPPX's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | 5.28% | 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 | 1.24% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% | 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.
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Volatility
UMH vs. SWPPX - Volatility Comparison
UMH Properties, Inc. (UMH) has a higher volatility of 5.53% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.43%. 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.
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