Performance analysis of UMH Properties (UMH-P-D)
Annual Return
Over the past 3 years, UMH-P-D has had an average annual return of +8.46%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, UMH-P-D has had an average annual return of +3.45%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Jan 18, 2018, UMH-P-D has had an average annual return of +5.50%, underperforming the benchmark SPY, which returned +13.84% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.89% | +2.67% | +8.61% | +8.68% | -8.69% | +11.65% | +5.72% | +19.22% | -3.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.98% | -0.34% | -5.64% | +5.35% | +0.31% | -2.27% | +4.87% | +4.89% | |||||
| 2025 | -0.48% | -0.08% | +0.45% | +1.78% | -3.18% | +0.55% | +2.85% | +0.63% | +2.21% | -0.40% | +0.07% | -1.62% | +2.67% |
| 2024 | +2.27% | +3.89% | -3.70% | -3.62% | +5.80% | +1.46% | +3.91% | +1.09% | +1.43% | -0% | -3.57% | -0.13% | +8.61% |
| 2023 | +3.91% | -0.48% | -3.23% | +0.55% | +2.52% | -0.94% | -1.82% | +3.39% | -3.84% | -3.19% | +10.06% | +2.27% | +8.68% |
| 2022 | -0.39% | -1.67% | +2% | +0.24% | +0.65% | -0.55% | +0.99% | -0.93% | -4.22% | -6.98% | +6.17% | -3.75% | -8.69% |
| 2021 | +0.57% | +0.43% | +1.63% | +2.96% | +2.22% | +1.66% | +0.26% | +1.52% | -0.12% | -0.76% | +1.57% | -0.80% | +11.65% |
| 2020 | -0.03% | -4.69% | -19.90% | +24.42% | +1.47% | +1.16% | +2.55% | +4.10% | +0.48% | +0.24% | +0.84% | +0.04% | +5.72% |
| 2019 | +3.79% | +2.15% | +1.06% | +2.13% | +0.84% | +4.14% | +0.44% | +2.76% | +0.38% | +0.06% | -0% | +0.08% | +19.22% |
| 2018 | -1.06% | -0.95% | -1.47% | -1.66% | +2.02% | +0.82% | +2.34% | +2.22% | -1.24% | -5.28% | +0.62% | +0.45% | -3.40% |
Drawdown analysis of UMH Properties (UMH-P-D)
The maximum drawdown for the UMH-P-D was -50.87%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.
The current UMH-P-D drawdown is -0.18%.
Since Jan 18, 2018 UMH-P-D has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.87% | Feb 18, 2020 | 24 | Mar 23, 2020 | 94 | Aug 5, 2020 | 118 |
| -14.97% | Aug 16, 2022 | 302 | Oct 27, 2023 | 80 | Feb 23, 2024 | 382 |
| -10.01% | Sep 24, 2024 | 137 | Apr 11, 2025 | 91 | Aug 22, 2025 | 228 |
| -9.71% | Aug 31, 2018 | 34 | Oct 19, 2018 | 81 | Feb 20, 2019 | 115 |
| -8.16% | Mar 8, 2024 | 25 | Apr 15, 2024 | 74 | Jul 31, 2024 | 99 |
| -7.84% | Sep 18, 2025 | 133 | Mar 31, 2026 | Ongoing | Ongoing | Ongoing |
| -5.83% | Jan 23, 2018 | 63 | Apr 24, 2018 | 57 | Jul 16, 2018 | 120 |
| -3.93% | Oct 21, 2021 | 161 | Jun 13, 2022 | 18 | Jul 11, 2022 | 179 |
| -3.07% | Aug 22, 2025 | 6 | Sep 2, 2025 | 4 | Sep 8, 2025 | 10 |
| -2.16% | Oct 23, 2019 | 12 | Nov 8, 2019 | 66 | Feb 14, 2020 | 78 |
| -2.04% | Feb 27, 2019 | 1 | Feb 28, 2019 | 24 | Apr 3, 2019 | 25 |
| -2.00% | Feb 29, 2024 | 3 | Mar 5, 2024 | 2 | Mar 7, 2024 | 5 |
| -1.61% | Jun 28, 2019 | 6 | Jul 9, 2019 | 16 | Jul 31, 2019 | 22 |
| -1.60% | Apr 22, 2019 | 3 | Apr 25, 2019 | 14 | May 15, 2019 | 17 |
| -1.55% | Nov 5, 2020 | 1 | Nov 6, 2020 | 56 | Jan 29, 2021 | 57 |
| -1.36% | Jun 21, 2021 | 5 | Jun 28, 2021 | 24 | Aug 2, 2021 | 29 |
| -1.31% | Aug 14, 2024 | 2 | Aug 16, 2024 | 9 | Aug 29, 2024 | 11 |
| -1.28% | Feb 22, 2019 | 1 | Feb 25, 2019 | 2 | Feb 27, 2019 | 3 |
| -1.23% | Aug 23, 2021 | 20 | Sep 21, 2021 | 13 | Oct 8, 2021 | 33 |
| -1.18% | Jul 16, 2018 | 12 | Aug 1, 2018 | 9 | Aug 14, 2018 | 21 |
| -1.15% | Aug 29, 2024 | 5 | Sep 6, 2024 | 2 | Sep 10, 2024 | 7 |
| -1.02% | Aug 5, 2021 | 4 | Aug 11, 2021 | 2 | Aug 13, 2021 | 6 |
| -0.91% | Oct 8, 2021 | 1 | Oct 11, 2021 | 6 | Oct 19, 2021 | 7 |
| -0.85% | Feb 23, 2021 | 2 | Feb 25, 2021 | 5 | Mar 4, 2021 | 7 |
| -0.81% | Sep 16, 2020 | 5 | Sep 23, 2020 | 5 | Sep 30, 2020 | 10 |