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Unum Group (UNM)

Equity · Currency in USD
Sector
Financial Services
Industry
Insurance—Life
ISIN
US91529Y1064
CUSIP
91529Y106

UNMPrice Chart


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UNMPerformance

The chart shows the growth of $10,000 invested in Unum Group on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $19,349 for a total return of roughly 93.49%. All prices are adjusted for splits and dividends.


UNM (Unum Group)
Benchmark (S&P 500)

UNMReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD14.37%-2.17%
1M18.07%0.62%
6M4.12%6.95%
1Y19.95%22.39%
5Y-5.55%15.44%
10Y5.34%13.73%

UNMMonthly Returns Heatmap


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UNMSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Unum Group Sharpe ratio is 0.70. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


UNM (Unum Group)
Benchmark (S&P 500)

UNMDividends

Unum Group granted a 4.16% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $1.17 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.17$1.17$1.14$1.09$0.98$0.86$0.77$0.70$0.62$0.55$0.47$0.40$0.35

Dividend yield

4.16%4.76%5.19%4.16%3.84%1.84%2.10%2.58%2.23%2.00%2.94%2.50%1.95%

UNMDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


UNM (Unum Group)
Benchmark (S&P 500)

UNMWorst Drawdowns

The table below shows the maximum drawdowns of the Unum Group. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Unum Group is 81.06%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.06%Jan 16, 2018550Mar 23, 2020
-34.95%Jul 30, 2015136Feb 11, 201674May 27, 2016210
-30.54%May 20, 2011297Jul 24, 2012153Mar 6, 2013450
-25.82%Apr 15, 201094Aug 26, 2010113Feb 7, 2011207
-18.77%Jun 1, 201619Jun 27, 201675Oct 12, 201694
-14.8%Sep 3, 2014102Jan 28, 201592Jun 10, 2015194
-13.11%Jan 20, 201014Feb 8, 201017Mar 4, 201031
-12.26%Dec 27, 201325Feb 3, 201420Mar 4, 201445
-11.78%Mar 2, 201767Jun 6, 201737Jul 28, 2017104
-11.15%Aug 2, 201318Aug 27, 201352Nov 8, 201370

UNMVolatility Chart

Current Unum Group volatility is 28.99%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


UNM (Unum Group)
Benchmark (S&P 500)

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