Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMH-PC (UMH Properties Inc) | NA | 8.19% | 8.27% | 7.81% | NA | NA | NA | … | … |
Data as of 07/25/2022, Common starting date is 07/24/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMH-PC (UMH Properties Inc) | 07/24/2017 | 07/25/2022 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.19 | 8.27 | 7.81 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 6.41 | 6.59 | 6.49 | 3.23 | 2.15 | 1.61 | … | … |
Data as of 07/25/2022, Common starting date is 07/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMH-PC (UMH Properties Inc) |
3.91%
Oct 2017 – Oct 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMH-PC (UMH Properties Inc) |
11.99%
Nov 2018 – Nov 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart