Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMH-PD (UMH Properties Inc) | 4.48% | 8.78% | 8.77% | 3.93% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMH-PD (UMH Properties Inc) | 01/19/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.09 | 8.78 | 8.77 | 3.93 | NA | NA | NA | … | … | 4.48 | 2.68 | 10.51 | 8.76 | -8.69 | 11.69 | 6.90 | 19.26 | -3.33 |
| Sharpe Ratio | NA | 0.41 | 0.34 | 0.09 | NA | NA | NA | … | … | 0.39 | -0.02 | 0.53 | 0.36 | -0.84 | 2.22 | 0.11 | 2.44 | -0.39 |
| Standard Deviation(%) | NA | 8.40 | 11.69 | 11.47 | NA | NA | NA | … | … | 8.52 | 9.38 | 12.96 | 14.28 | 12.15 | 5.25 | 60.26 | 7.28 | 12.72 |
| Draw Down(%) | NA | 7.83 | 10.01 | 14.93 | NA | NA | NA | … | … | 6.36 | 7.08 | 8.16 | 9.17 | 12.49 | 2.69 | 50.87 | 2.15 | 9.70 |
| Yield(%) | 0.00 | 7.34 | 8.03 | 6.44 | 5.71 | 3.80 | 2.85 | … | … | 3.63 | 6.91 | 8.79 | 7.18 | 6.13 | 6.44 | 7.46 | 7.13 | 5.62 |
Data as of 06/05/2026, Common starting date is 01/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMH-PD (UMH Properties Inc) |
-0.21%
Oct 2020 – Oct 2023 |
3.50%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMH-PD (UMH Properties Inc) |
12.97%
Nov 2018 – Nov 2021 |
11.14%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart