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.
Key characteristics
| UMH | SWPPX | |
|---|---|---|
| YTD Return | 1.71% | 7.98% |
| 1Y Return | 5.98% | 28.19% |
| 3Y Return (Ann) | -6.94% | 8.85% |
| 5Y Return (Ann) | 6.85% | 13.59% |
| 10Y Return (Ann) | 10.34% | 12.67% |
| Sharpe Ratio | 0.30 | 2.31 |
| Daily Std Dev | 25.07% | 11.81% |
| Max Drawdown | -62.44% | -55.06% |
| Current Drawdown | -37.49% | -2.33% |
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
In the year-to-date period, UMH achieves a 1.71% return, which is significantly lower than SWPPX's 7.98% return. Over the past 10 years, UMH has underperformed SWPPX with an annualized return of 10.34%, while SWPPX has yielded a comparatively higher 12.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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 5.34%, more than SWPPX's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | 5.34% | 5.35% | 4.97% | 2.68% | 4.86% | 4.58% | 6.08% | 4.83% | 4.78% | 7.11% | 7.54% | 7.64% |
SWPPX Schwab S&P 500 Index Fund | 1.33% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.66% | 1.78% | 2.55% | 3.17% | 1.80% | 1.67% |
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 9.57% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.10%. 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.