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UMH
$15.38+1.85%
as of close, Oct 20, 2026
☾ AH $15.38 +1.85%
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UMH return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 20, 2026

Or drag the slider to set start and end dates

1985 to today, log scale
2008 crisisCovid
1990Oct 2016 – Today
Options

Result#

$1,000Oct 20, 2016$2,037Oct 20, 20262.0× 

$1,000 invested in UMH on October 20, 2016 was worth $2,037 on October 20, 2026, with dividends reinvested.

That’s 7.4% a year compounded (CAGR) over 10 years: 2.0 times your money.

Over the same dates the same $1,000 would be worth $4,210 in the S&P 500 and $6,533 in the Nasdaq-100: UMH trailed both the S&P 500 and the Nasdaq-100.

Price only$1,240if dividends were spent
Biggest fall−47.0%Dec 31, 2021 to Oct 3, 2023
At a flat 5% a year$1,629a savings account's rate
Gain$1,037on $1,000 put in

How this period ranks#

Better than 26% of all 381 periods of 10 years since 1985.

Your dates
−40%0%90%
Worst: 1.1% a year, Feb 1999 to Feb 2009Best: 24.3% a year, Feb 1986 to Feb 1996
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in UMH, October 20, 2016 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$878 · Mar 2020Highest value$2,849 · Dec 2021$
$1,000$3,000$4,000$2,037
20182020202220242026

How far UMH was below its previous high. The biggest fall: −47.0% from Dec 31, 2021 to Oct 3, 2023, not back to the high by the end date.

−47.0% from its high
high−47%

Your one buy. $1,000 on October 20, 2016, worth $2,037 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

2.0×paid

What $1,000 would be worth on October 20, 2026, by start date#

Each point is the same amount invested that day and held to October 20, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$3,000$10k$30k$100k
19901995200020052010201520202025

$1,000 invested in UMH, by year#

Started on each year's first close and held to Oct 20, 2026, dividends reinvested.

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2017$1,6631.7×5.3%
2018$1,6341.6×5.7%
2019$1,9732.0×9.1%
2020$1,3851.4×4.9%
2021$1,4121.4×6.1%
2022$7360.74×−6.2%
2023$1,1681.2×4.2%
2024$1,1751.2×5.9%
2025$8970.90×−5.9%
2026$1,0101.0×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. UMH data begins February 21, 1985; values as of October 20, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live UMH chart and fundamentals on the UMH quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in UMH be worth today?
$1,000 invested in UMH on October 20, 2016 would be worth $2,037 on October 20, 2026, with dividends reinvested — 7.4% a year compounded (CAGR).
How far back does the UMH calculator go?
UMH data begins February 21, 1985, with a close every session. Pick any start and end date in that span — 41 years, 8 months of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.