UMH Properties, Inc. (UMH) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$8,887
Total Return
-11.13%
CAGR
-2.33%
Dividends
$2,135.33
Yield on Cost
21.35%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.06% |
| Median | +0.35% |
| Best | +21.98% |
| Worst | -23.84% |
| % of Windows Positive | 51.9% |
1-Year (252 Trading Days)
| Average | -3.73% |
| Median | -9.65% |
| Best | +49.26% |
| Worst | -41.49% |
| % of Windows Positive | 35.7% |
3-Year (756 Trading Days)
| Average | -6.77% |
| Median | -7.91% |
| Best | +19.69% |
| Worst | -27.13% |
| % of Windows Positive | 23.4% |
Risk Metrics
| Maximum Drawdown | -47.78% |
| Average Drawdown | -28.06% |
| Drawdown Duration | 1077 Trading Days (Unrecovered) |
| Sortino Ratio | 0.05 |
| Calmar Ratio | -0.05 |
| CVaR (5%) | -3.51% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -0.79% (-2.58% ann.) | $79.02 | $141.42 | $28.28 | $0.23 |
| 2025 | -11.98% | $1198.26 | $478.81 | $95.76 | $0.77 |
| 2024 | +28.25% | +$2825.14 | $563.99 | $112.80 | $0.90 |
| 2023 | -0.87% | $86.55 | $516.80 | $103.36 | $0.83 |
| 2022 | -39.15% | $3914.75 | $296.08 | $59.22 | $0.47 |
| 2021 | +90.02% | +$9001.73 | $519.40 | $103.88 | $0.83 |
| 2020 | -1.76% | $176.01 | $465.03 | $93.01 | $0.74 |
| 2019 | +38.71% | +$3870.50 | $618.18 | $123.64 | $0.99 |
| 2018 | -17.12% | $1711.98 | $491.12 | $98.22 | $0.79 |
| 2017 | +2.74% | +$273.54 | $485.11 | $97.02 | $0.78 |
| 2016 | +56.88% | +$5688.29 | $727.23 | $145.45 | $1.16 |
| 2015 | +12.46% | +$1246.28 | $770.92 | $154.18 | $1.23 |
| 2014 | +7.48% | +$747.95 | $781.52 | $156.30 | $1.25 |
| 2013 | -3.61% | $360.52 | $711.47 | $142.29 | $1.14 |
| 2012 | +17.09% | +$1708.76 | $788.85 | $157.77 | $1.26 |
| 2011 | -3.34% | $334.35 | $720.88 | $144.18 | $1.15 |
| 2010 | +27.60% | +$2760.27 | $869.63 | $173.93 | $1.39 |
| 2009 | +53.16% | +$5315.80 | $1244.42 | $248.88 | $1.99 |
| 2008 | -45.46% | $4545.80 | $687.38 | $137.48 | $1.10 |
| 2007 | -19.16% | $1916.36 | $660.92 | $132.18 | $1.06 |
| 2006 | +2.22% | +$221.58 | $631.57 | $126.31 | $1.01 |
| 2005 | +6.19% | +$618.57 | $632.99 | $126.60 | $1.01 |
| 2004 | -2.53% | $253.18 | $566.83 | $113.36 | $0.91 |
| 2003 | +31.82% | +$3182.10 | $682.16 | $136.43 | $1.09 |
| 2002 | +17.34% | +$1734.46 | $725.96 | $145.19 | $1.16 |
| 2001 | +36.01% | +$3600.75 | $864.86 | $172.97 | $1.38 |
| 2000 | +21.35% | +$2134.92 | $698.49 | $139.70 | $1.12 |
| 1999 | -17.14% | $1714.04 | $724.75 | $144.95 | $1.16 |
| 1998 | -4.63% | $463.25 | $641.08 | $128.22 | $1.02 |
| 1997 | +8.20% | +$820.02 | $626.25 | $125.25 | $1.00 |
| 1996 | +21.70% | +$2169.59 | $625.24 | $125.05 | $1.00 |
| 1995 | +38.75% | +$3875.23 | $725.91 | $145.18 | $1.16 |
| 1994 | +6.58% | +$658.26 | $596.75 | $119.35 | $0.95 |
| 1993 | +59.00% | +$5900.45 | $696.15 | $139.23 | $1.11 |
| 1992 | +58.98% | +$5897.55 | $733.46 | $146.70 | $1.17 |
| 1991 | +39.91% | +$3991.02 | $862.70 | $172.54 | $1.38 |
| 1990 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 1989 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 1988 | +5.56% | +$555.56 | $0.00 | $0.00 | $0.00 |
| 1987 | +20.00% | +$2000.00 | $0.00 | $0.00 | $0.00 |
| 1986 | +15.38% | +$1538.47 | $0.00 | $0.00 | $0.00 |
| 1985 partial | +44.44% (+53.38% ann.) | +$4444.44 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +16.99% | +3.48% | +$1698.55 | $4230.37 | $846.07 | $6.77 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +85.15% | +27.04% | +$8515.47 | $2439.30 | $487.86 | $3.90 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +35.56% | +6.28% | +$3555.88 | $4203.06 | $840.61 | $6.72 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -55.62% | -43.73% | $5561.99 | $959.24 | $191.85 | $1.53 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +162.55% | +33.10% | +$16255.35 | $4936.64 | $987.33 | $7.90 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +112.09% | +10.45% | +$11208.60 | $6145.03 | $1229.01 | $9.83 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -43.59% | -99.85% | $4359.13 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +52.23% | +96.63% | +$5222.97 | $389.24 | $77.85 | $0.62 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +70.22% | +65.64% | +$7021.72 | $675.37 | $135.07 | $1.08 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -25.49% | -26.84% | $2549.31 | $261.90 | $52.38 | $0.42 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +17.34% | +9.01% | +$1733.81 | $937.65 | $187.53 | $1.50 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -16.07% | -10.45% | $1607.42 | $688.29 | $137.66 | $1.10 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1991-02-11 | $0.0500 | 2.11% |
| 1991-05-09 | $0.0500 | 1.90% |
| 1991-08-09 | $0.0500 | 2.00% |
| 1991-11-08 | $0.0500 | 1.74% |
| 1992-02-10 | $0.0500 | 1.48% |
| 1992-05-11 | $0.0500 | 1.38% |
| 1992-08-10 | $0.0500 | 1.21% |
| 1992-11-09 | $0.0750 | 1.46% |
| 1993-02-08 | $0.0750 | 1.50% |
| 1993-05-10 | $0.0750 | 1.22% |
| 1993-08-10 | $0.0750 | 1.25% |
| 1993-11-08 | $0.1000 | 1.33% |
| 1994-02-09 | $0.1000 | 1.43% |
| 1994-05-10 | $0.1000 | 1.40% |
| 1994-08-09 | $0.1000 | 1.38% |
| 1994-11-08 | $0.1250 | 1.67% |
| 1995-02-09 | $0.1250 | 1.64% |
| 1995-05-09 | $0.1250 | 1.52% |
| 1995-08-11 | $0.1250 | 1.45% |
| 1995-11-13 | $0.1500 | 1.48% |
| 1996-02-13 | $0.1500 | 1.35% |
| 1996-05-13 | $0.1500 | 1.26% |
| 1996-08-13 | $0.1500 | 1.40% |
| 1996-11-13 | $0.1500 | 1.25% |
| 1997-02-12 | $0.1750 | 1.44% |
| 1997-05-13 | $0.1750 | 1.47% |
| 1997-08-13 | $0.1750 | 1.41% |
| 1997-11-13 | $0.1750 | 1.49% |
| 1998-02-12 | $0.1750 | 1.40% |
| 1998-05-13 | $0.1880 | 1.68% |
| 1998-08-13 | $0.1880 | 1.76% |
| 1998-11-12 | $0.1880 | 1.77% |
| 1999-02-10 | $0.1880 | 1.83% |
| 1999-05-13 | $0.1880 | 1.94% |
| 1999-08-12 | $0.1880 | 2.09% |
| 1999-11-10 | $0.1880 | 2.09% |
| 2000-02-11 | $0.1880 | 2.16% |
| 2000-05-11 | $0.1880 | 2.21% |
| 2000-08-11 | $0.1900 | 2.17% |
| 2001-02-13 | $0.1950 | 1.91% |
| 2001-05-11 | $0.1980 | 1.80% |
| 2001-08-13 | $0.2000 | 1.74% |
| 2001-11-13 | $0.2100 | 1.84% |
| 2002-02-13 | $0.2130 | 1.75% |
| 2002-05-13 | $0.2150 | 1.65% |
| 2002-08-13 | $0.2180 | 1.64% |
| 2002-11-13 | $0.2200 | 1.69% |
| 2003-02-13 | $0.2230 | 1.73% |
| 2003-05-13 | $0.2250 | 1.51% |
| 2003-08-13 | $0.2280 | 1.48% |
| 2003-11-13 | $0.2300 | 1.38% |
| 2004-02-12 | $0.2330 | 1.35% |
| 2004-05-13 | $0.2350 | 1.76% |
| 2004-08-12 | $0.2380 | 1.64% |
| 2004-11-10 | $0.2400 | 1.62% |
| 2005-02-11 | $0.2430 | 1.48% |
| 2005-05-12 | $0.2450 | 1.57% |
| 2005-08-11 | $0.2450 | 1.55% |
| 2005-11-10 | $0.2450 | 1.61% |
| 2006-02-13 | $0.2450 | 1.55% |
| 2006-05-11 | $0.2450 | 1.64% |
| 2006-08-11 | $0.2450 | 1.58% |
| 2006-11-13 | $0.2500 | 1.60% |
| 2007-02-13 | $0.2500 | 1.62% |
| 2007-05-11 | $0.2500 | 1.65% |
| 2007-08-13 | $0.2500 | 1.92% |
| 2007-11-13 | $0.2500 | 2.21% |
| 2008-02-13 | $0.2500 | 2.15% |
| 2008-06-12 | $0.1800 | 2.03% |
| 2008-08-13 | $0.1800 | 2.29% |
| 2008-11-13 | $0.1800 | 2.93% |
| 2009-02-12 | $0.1800 | 2.40% |
| 2009-05-28 | $0.1800 | 2.29% |
| 2009-08-13 | $0.1800 | 2.03% |
| 2009-11-12 | $0.1800 | 2.21% |
| 2010-02-11 | $0.1800 | 2.20% |
| 2010-05-13 | $0.1800 | 1.76% |
| 2010-08-12 | $0.1800 | 1.60% |
| 2010-11-10 | $0.1800 | 1.68% |
| 2011-02-11 | $0.1800 | 1.69% |
| 2011-05-12 | $0.1800 | 1.73% |
| 2011-08-11 | $0.1800 | 1.94% |
| 2011-11-10 | $0.1800 | 1.80% |
| 2012-02-13 | $0.1800 | 1.67% |
| 2012-05-11 | $0.1800 | 1.59% |
| 2012-08-13 | $0.1800 | 1.61% |
| 2012-11-13 | $0.1800 | 1.80% |
| 2013-02-13 | $0.1800 | 1.72% |
| 2013-05-13 | $0.1800 | 1.61% |
| 2013-08-13 | $0.1800 | 1.67% |
| 2013-11-13 | $0.1800 | 1.82% |
| 2014-02-13 | $0.1800 | 1.87% |
| 2014-05-13 | $0.1800 | 1.81% |
| 2014-08-13 | $0.1800 | 1.75% |
| 2014-11-13 | $0.1800 | 1.81% |
| 2015-02-12 | $0.1800 | 1.86% |
| 2015-05-13 | $0.1800 | 1.77% |
| 2015-08-13 | $0.1800 | 1.90% |
| 2015-11-12 | $0.1800 | 1.86% |
| 2016-02-11 | $0.1800 | 1.95% |
| 2016-05-12 | $0.1800 | 1.80% |
| 2016-08-11 | $0.1800 | 1.45% |
| 2016-11-10 | $0.1800 | 1.47% |
| 2017-02-13 | $0.1800 | 1.20% |
| 2017-05-11 | $0.1800 | 1.06% |
| 2017-08-11 | $0.1800 | 1.16% |
| 2017-11-14 | $0.1800 | 1.19% |
| 2018-02-14 | $0.1800 | 1.45% |
| 2018-05-14 | $0.1800 | 1.27% |
| 2018-08-14 | $0.1800 | 1.16% |
| 2018-11-14 | $0.1800 | 1.39% |
| 2019-02-14 | $0.1800 | 1.29% |
| 2019-05-14 | $0.1800 | 1.36% |
| 2019-08-14 | $0.1800 | 1.46% |
| 2019-11-14 | $0.1800 | 1.19% |
| 2020-02-14 | $0.1800 | 1.10% |
| 2020-05-14 | $0.1800 | 1.59% |
| 2020-08-14 | $0.1800 | 1.31% |
| 2020-11-13 | $0.1800 | 1.27% |
| 2021-02-12 | $0.1900 | 1.10% |
| 2021-05-14 | $0.1900 | 0.90% |
| 2021-08-13 | $0.1900 | 0.81% |
| 2021-11-12 | $0.1900 | 0.79% |
| 2022-02-14 | $0.2000 | 0.85% |
| 2022-05-13 | $0.2000 | 1.03% |
| 2022-08-12 | $0.2000 | 1.02% |
| 2022-11-14 | $0.2000 | 1.11% |
| 2023-02-14 | $0.2050 | 1.12% |
| 2023-05-12 | $0.2050 | 1.28% |
| 2023-08-14 | $0.2050 | 1.29% |
| 2023-11-14 | $0.2050 | 1.45% |
| 2024-02-14 | $0.2050 | 1.43% |
| 2024-05-14 | $0.2150 | 1.37% |
| 2024-08-15 | $0.2150 | 1.10% |
| 2024-11-15 | $0.2150 | 1.10% |
| 2025-02-18 | $0.2150 | 1.19% |
| 2025-05-15 | $0.2250 | 1.33% |
| 2025-08-15 | $0.2250 | 1.39% |
| 2025-11-17 | $0.2250 | 1.49% |
| 2026-02-17 | $0.2250 | 1.40% |
| Total | 140 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-14 | $89.62 | $17.92 | $0.14 | 3.3784 |
| 2021-08-13 | $90.26 | $18.05 | $0.14 | 3.0745 |
| 2021-11-12 | $90.85 | $18.17 | $0.15 | 3.1373 |
| 2022-02-14 | $96.26 | $19.25 | $0.15 | 3.3692 |
| 2022-05-13 | $96.93 | $19.39 | $0.16 | 4.0078 |
| 2022-08-12 | $97.73 | $19.55 | $0.16 | 3.9730 |
| 2022-11-14 | $98.53 | $19.71 | $0.16 | 4.5235 |
| 2023-02-14 | $101.92 | $20.38 | $0.16 | 4.5156 |
| 2023-05-12 | $102.84 | $20.57 | $0.16 | 5.1772 |
| 2023-08-14 | $103.91 | $20.78 | $0.17 | 5.3281 |
| 2023-11-14 | $105.00 | $21.00 | $0.17 | 5.7694 |
| 2024-02-14 | $106.18 | $21.24 | $0.17 | 5.9407 |
| 2024-05-14 | $112.64 | $22.53 | $0.18 | 5.6453 |
| 2024-08-15 | $113.85 | $22.77 | $0.18 | 4.7000 |
| 2024-11-15 | $114.86 | $22.97 | $0.18 | 4.7863 |
| 2025-02-18 | $115.89 | $23.18 | $0.19 | 5.2812 |
| 2025-05-15 | $122.47 | $24.49 | $0.20 | 5.7382 |
| 2025-08-15 | $123.76 | $24.75 | $0.20 | 6.1872 |
| 2025-11-17 | $125.15 | $25.03 | $0.20 | 6.7697 |
| 2026-02-17 | $126.68 | $25.34 | $0.20 | 6.2857 |
| Total | $2135.33 | $427.07 | $3.42 | 97.5886 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.