UMH vs AAT
Comparison between UMH Properties Inc (UMH, Company) and American Assets Trust Inc (AAT, Company).
Both UMH and AAT are from the Real Estate sector.
5-Year PerformanceUMH has outperformed AAT, delivering a return of -2.2% compared to -4.6%
UMH vs AAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UMH vs AAT - Historical Returns
Returns include dividend reinvestment.
UMH vs AAT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UMH | AAT |
|---|---|---|
| 2026 | +7.39% | +26.15% |
| 2025 | -11.11% | -22.31% |
| 2024 | +30.82% | +21.08% |
| 2023 | +0.35% | -9.67% |
| 2022 | -36.85% | -26.61% |
| 2021 | +97.56% | +41.32% |
| 2020 | +1.29% | -33.63% |
| 2019 | +45.37% | +19.71% |
| 2018 | -14.17% | +8.38% |
| 2017 | +4.25% | -8.82% |
| 2016 | +64.52% | +17.47% |
| 2015 | +13.55% | -2.69% |
| 2014 | +11.43% | +30.62% |
| 2013 | -5.90% | +13.20% |
| 2012 | +14.49% | +38.13% |
| 2011 | -6.44% | +0.41% |
| 2010 | +29.20% | N/A |
| 2009 | +52.10% | N/A |
| 2008 | -44.13% | N/A |
| 2007 | -18.34% | N/A |
| 2006 | +4.46% | N/A |
| 2005 | +6.50% | N/A |
| 2004 | -1.20% | N/A |
| 2003 | +34.80% | N/A |
| 2002 | +19.92% | N/A |
| 2001 | +36.30% | N/A |
| 2000 | +24.77% | N/A |
| 1999 | -5.05% | N/A |
UMH vs AAT Drawdown Comparison
The maximum drawdown for UMH was -62.52%, occurring on Dec 23, 2008. Recovery took 1121 trading sessions.
The maximum drawdown for AAT was -61.78%, occurring on Mar 23, 2023. This drawdown has not yet recovered.
The current UMH drawdown is -23.98%. The current AAT drawdown is -34.84%.
| Rank | UMH | AAT |
|---|---|---|
| #1 | -62.52% Jan 24, 2007 - Jul 6, 2011 | -61.78% Oct 31, 2019 - Mar 23, 2023 |
| #2 | -46.96% Dec 31, 2021 - Oct 3, 2023 | -28.27% Aug 10, 2016 - Feb 4, 2019 |
| #3 | -44.65% Jan 23, 2020 - Dec 15, 2020 | -25.47% Jul 8, 2011 - Feb 1, 2012 |
| #4 | -32.23% Jun 2, 2017 - Nov 27, 2019 | -21.30% Jan 29, 2015 - Jul 11, 2016 |
| #5 | -26.39% Dec 1, 2003 - Feb 9, 2005 | -18.00% May 8, 2013 - May 2, 2014 |
| #6 | -21.44% Oct 4, 2012 - Mar 20, 2015 | -8.38% Oct 18, 2012 - Jan 2, 2013 |
| #7 | -21.41% Jul 6, 2011 - Feb 8, 2012 | -8.01% May 2, 2012 - Jun 29, 2012 |
| #8 | -19.38% Jan 11, 2000 - Jun 6, 2000 | -8.01% Feb 3, 2012 - Mar 23, 2012 |
| #9 | -14.64% Jun 25, 2003 - Oct 17, 2003 | -7.24% Jul 28, 2014 - Oct 20, 2014 |
| #10 | -14.30% Mar 30, 2001 - Nov 16, 2001 | -6.59% Apr 5, 2019 - Jun 14, 2019 |
| #11 | -13.81% Apr 30, 2012 - Jul 9, 2012 | -5.78% Apr 2, 2012 - Apr 27, 2012 |
| #12 | -13.24% Dec 17, 2020 - Feb 10, 2021 | -5.47% Jul 10, 2019 - Oct 30, 2019 |
| #13 | -12.16% Sep 8, 2021 - Dec 15, 2021 | -4.89% Jun 20, 2019 - Jul 10, 2019 |
| #14 | -11.51% Dec 18, 2015 - Mar 11, 2016 | -4.57% Sep 17, 2012 - Oct 16, 2012 |
| #15 | -11.30% Apr 8, 2015 - Oct 19, 2015 | -4.49% Jul 30, 2012 - Aug 20, 2012 |
Correlation
Correlation between UMH and AAT is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
UMH vs AAT dividend yield comparison.
| Year | UMH | AAT |
|---|---|---|
| 2026 | 2.71% | 2.96% |
| 2025 | 5.59% | 7.18% |
| 2024 | 4.50% | 5.10% |
| 2023 | 5.35% | 5.86% |
| 2022 | 4.97% | 4.83% |
| 2021 | 2.78% | 3.09% |
| 2020 | 4.86% | 3.46% |
| 2019 | 4.58% | 2.48% |
| 2018 | 6.08% | 2.71% |
| 2017 | 4.83% | 2.75% |
| 2016 | 4.78% | 2.34% |
| 2015 | 7.11% | 2.47% |
| 2014 | 7.54% | 2.24% |
| 2013 | 7.64% | 2.70% |
| 2012 | 6.97% | 3.01% |
| 2011 | 7.73% | 3.90% |
| 2010 | 7.06% | 0.00% |
| 2009 | 8.49% | 0.00% |
| 2008 | 13.28% | 0.00% |
| 2007 | 8.50% | 0.00% |
| 2006 | 6.38% | 0.00% |
| 2005 | 6.15% | 0.00% |
| 2004 | 6.00% | 0.00% |
| 2003 | 5.32% | 0.00% |
| 2002 | 6.39% | 0.00% |
| 2001 | 6.59% | 0.00% |
| 2000 | 8.00% | 0.00% |
| 1999 | 2.30% | 0.00% |
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