Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMH (UMH Properties, Inc.) | -1.26% | -3.46% | 4.39% | -2.88% | 9.50% | 8.95% | 6.62% | … | … |
Data as of 06/05/2026, Common starting date is 02/20/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMH (UMH Properties, Inc.) | 02/20/1985 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.60 | -3.46 | 4.39 | -2.88 | 9.50 | 8.95 | 6.62 | … | … | -1.26 | -11.02 | 29.59 | 0.21 | -38.67 | 91.38 | -0.65 | 40.14 | -16.24 | 3.69 | 59.00 | 14.15 | 9.06 | -2.26 | 18.68 | -1.95 | 29.50 | 55.94 | -44.41 | -17.97 | 3.54 | 7.52 | -1.26 | 33.42 | 18.94 | 38.03 | 22.95 | -22.35 | -9.57 | 3.30 | 16.67 | 32.20 | 1.72 | 52.63 | 52.00 | 31.58 | 0.00 | 0.00 | 5.56 | 20.00 | 15.38 | 44.44 |
| Sharpe Ratio | NA | -0.31 | 0.05 | -0.19 | 0.26 | NA | NA | … | … | -0.27 | -0.65 | 1.09 | -0.14 | -1.29 | 3.48 | -0.01 | 1.72 | -0.73 | 0.15 | 2.44 | 0.80 | 0.67 | -0.12 | 0.72 | -0.06 | 0.85 | 1.51 | -1.23 | -0.99 | 0.01 | 0.35 | -0.13 | 1.55 | 0.91 | 1.19 | 0.63 | -0.94 | -0.56 | -0.02 | 0.43 | 1.37 | -0.04 | 1.19 | 1.12 | 0.98 | -0.15 | -0.20 | 0.02 | 0.36 | 0.21 | 1.18 |
| Standard Deviation(%) | NA | 19.44 | 22.24 | 25.26 | 30.22 | NA | NA | … | … | 19.83 | 21.45 | 23.74 | 25.44 | 31.12 | 26.24 | 61.24 | 22.52 | 24.38 | 20.00 | 24.05 | 17.60 | 13.43 | 18.76 | 26.00 | 35.07 | 34.61 | 36.94 | 36.65 | 21.47 | 12.82 | 15.08 | 17.69 | 21.06 | 19.47 | 30.42 | 29.55 | 27.36 | 23.11 | 22.96 | 30.13 | 20.64 | 30.61 | 42.15 | 43.81 | 28.00 | 37.56 | 29.37 | 28.45 | 43.52 | 53.38 | 40.51 |
| Draw Down(%) | NA | 17.43 | 27.28 | 46.98 | 46.98 | NA | NA | … | … | 13.61 | 23.34 | 10.82 | 26.25 | 42.74 | 12.16 | 44.62 | 14.62 | 30.93 | 19.19 | 9.77 | 11.30 | 10.79 | 16.74 | 21.44 | 21.41 | 19.71 | 30.83 | 51.97 | 28.78 | 4.81 | 9.54 | 26.22 | 14.64 | 9.35 | 14.29 | 19.36 | 26.01 | 22.50 | 17.59 | 23.85 | 7.14 | 17.65 | 16.67 | 15.62 | 20.00 | 42.86 | 25.00 | 15.00 | 40.74 | 31.58 | 16.67 |
| Yield(%) | 0.00 | 5.37 | 5.50 | 3.73 | 7.71 | 7.66 | 5.22 | … | … | 2.83 | 4.71 | 5.60 | 5.10 | 3.01 | 5.30 | 4.67 | 6.30 | 4.95 | 4.81 | 7.36 | 7.50 | 7.81 | 6.71 | 7.46 | 6.74 | 8.47 | 11.80 | 6.75 | 6.45 | 6.25 | 6.15 | 5.56 | 6.76 | 7.17 | 8.34 | 6.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/20/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMH (UMH Properties, Inc.) |
-24.45%
Feb 2006 – Feb 2009 |
-14.68%
Feb 2004 – Feb 2009 |
0.18%
Oct 1998 – Oct 2008 |
1.94%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMH (UMH Properties, Inc.) |
64.62%
Oct 1990 – Oct 1993 |
43.82%
Oct 1990 – Oct 1995 |
23.62%
Feb 1986 – Feb 1996 |
19.09%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart