Performance analysis of UMH Properties (UMH)
Annual Return
Over the past 3 years, UMH has had an average annual return of +3.57%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, UMH has had an average annual return of -2.71%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, UMH has had an average annual return of +9.29%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, UMH has had an average annual return of +8.82%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.96% | -11.02% | +29.54% | +0.16% | -38.65% | +91.42% | -0.71% | +40.21% | -16.24% | +3.69% | +59% | +14.15% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +9.06% | -2.26% | +18.68% | -1.95% | +29.50% | +55.94% | -44.41% | -17.97% | +3.54% | +7.52% | -1.26% | +33.41% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +18.94% | +38.03% | +25.68% | -5.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.76% | -2.17% | -4.31% | +7.76% | -1.95% | -0.13% | -2.96% | ||||||
| 2025 | -4.71% | +6.52% | -1.21% | -5.51% | -3.73% | +0% | -3.04% | -2.27% | -5.35% | -2.09% | +5.64% | +5.15% | -11.02% |
| 2024 | -1.37% | +3.38% | +5.45% | -1.97% | -3.74% | +5.75% | +11.07% | +10.79% | +1.08% | -5.18% | +4.10% | -1.67% | +29.54% |
| 2023 | +11.30% | -4.00% | -13.05% | +2.77% | +1.36% | +5.06% | +4.19% | -9.03% | -6.22% | -1.50% | +3.69% | +8.50% | +0.16% |
| 2022 | -13.65% | -1.43% | +6.63% | -4.35% | -15.42% | -10.31% | +20.67% | -14.48% | -10.48% | +8.61% | +1.55% | -8.58% | -38.65% |
| 2021 | -0.74% | +17.46% | +12.30% | +12.31% | -0.60% | +2.88% | +6.69% | +2.63% | -3.38% | +4.54% | -2.80% | +18.41% | +91.42% |
| 2020 | +0.45% | -7.16% | -25.15% | +19.61% | -2.34% | +3.61% | -4.87% | +19.79% | -6.88% | +0.66% | +6.47% | +3.35% | -0.71% |
| 2019 | +18.50% | -1.20% | +2.92% | -0.21% | -3.97% | -6.76% | +5.96% | -0.71% | +9.49% | +6.04% | +5.82% | +0.77% | +40.21% |
| 2018 | -10.20% | -11.50% | +14.91% | +0.90% | +10.13% | +4.35% | +0.59% | +4.54% | -2.00% | -8.38% | -7.80% | -9.13% | -16.24% |
| 2017 | -2.66% | +2.61% | +2.42% | +5.33% | +5.35% | +2.10% | -2.99% | -3.23% | -1.71% | -3.92% | +4.24% | -3.18% | +3.69% |
Drawdown analysis of UMH Properties (UMH)
The maximum drawdown for the UMH was -62.52%, occurring on Dec 23, 2008. Recovery took 637 trading sessions.
The current UMH drawdown is -31.27%.
Since Nov 1, 1999 UMH has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.52% | Jan 24, 2007 | 484 | Dec 23, 2008 | 637 | Jul 6, 2011 | 1121 |
| -46.96% | Dec 31, 2021 | 440 | Oct 3, 2023 | Ongoing | Ongoing | Ongoing |
| -44.65% | Jan 23, 2020 | 41 | Mar 23, 2020 | 186 | Dec 15, 2020 | 227 |
| -32.23% | Jun 2, 2017 | 186 | Feb 28, 2018 | 441 | Nov 27, 2019 | 627 |
| -26.39% | Dec 1, 2003 | 115 | May 17, 2004 | 185 | Feb 9, 2005 | 300 |
| -21.44% | Oct 4, 2012 | 28 | Nov 15, 2012 | 588 | Mar 20, 2015 | 616 |
| -21.41% | Jul 6, 2011 | 62 | Oct 3, 2011 | 88 | Feb 8, 2012 | 150 |
| -19.38% | Jan 11, 2000 | 56 | Mar 31, 2000 | 45 | Jun 6, 2000 | 101 |
| -14.64% | Jun 25, 2003 | 28 | Aug 5, 2003 | 52 | Oct 17, 2003 | 80 |
| -14.30% | Mar 30, 2001 | 124 | Oct 2, 2001 | 33 | Nov 16, 2001 | 157 |
| -13.80% | Apr 30, 2012 | 37 | Jun 21, 2012 | 11 | Jul 9, 2012 | 48 |
| -13.24% | Dec 17, 2020 | 10 | Jan 4, 2021 | 26 | Feb 10, 2021 | 36 |
| -12.16% | Sep 8, 2021 | 23 | Oct 11, 2021 | 46 | Dec 15, 2021 | 69 |
| -11.51% | Dec 18, 2015 | 32 | Feb 5, 2016 | 24 | Mar 11, 2016 | 56 |
| -11.31% | Apr 8, 2015 | 108 | Sep 10, 2015 | 27 | Oct 19, 2015 | 135 |
| -9.88% | Oct 3, 2000 | 44 | Dec 5, 2000 | 9 | Dec 18, 2000 | 53 |
| -9.76% | Mar 17, 2016 | 14 | Apr 7, 2016 | 43 | Jun 8, 2016 | 57 |
| -9.54% | Feb 9, 2005 | 76 | May 31, 2005 | 45 | Aug 3, 2005 | 121 |
| -9.34% | Apr 29, 2002 | 60 | Jul 24, 2002 | 26 | Aug 29, 2002 | 86 |
| -9.34% | Oct 22, 2015 | 16 | Nov 13, 2015 | 24 | Dec 18, 2015 | 40 |
| -9.18% | Feb 8, 2012 | 16 | Mar 2, 2012 | 18 | Mar 28, 2012 | 34 |
| -9.15% | Nov 4, 1999 | 29 | Dec 16, 1999 | 17 | Jan 11, 2000 | 46 |
| -8.89% | Sep 27, 2002 | 13 | Oct 16, 2002 | 49 | Dec 26, 2002 | 62 |
| -8.87% | Dec 18, 2000 | 5 | Dec 26, 2000 | 5 | Jan 3, 2001 | 10 |
| -8.19% | Aug 9, 2016 | 44 | Oct 11, 2016 | 23 | Nov 11, 2016 | 67 |