Unum Group (UNM)

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Unum Group (UNM) is up 18.3% since the beginning of the year. At $91 per share, UNM is trading just below its 52-week high of $93. Investors who bought $1,000 worth of UNM shares 5 years ago would now be looking at an investment worth $3,799.

Unum Group (UNM) has returned 18.29% so far this year and 17.00% over the past 12 months. Looking at the last ten years, UNM has achieved an annualized return of 14.63%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.

Based on dividend-adjusted daily data since Nov 6, 1986, UNM's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, an investment would double in approximately 4.8 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2009 with a return of +31.4%, while the worst month was Feb 2000 at -50.0%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.

On a daily basis, UNM closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +26.2%, while the worst single day was Feb 10, 2000 at -36.8%.

Unum Group has an annualized alpha of 4.68%, beta of 1.12, and R2 of 0.29 versus S&P 500 Index. Calculated based on daily prices since November 06, 1986.

• This stock captured 109.99% of S&P 500 Index gains and 109.68% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.29 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

UNM ranks 62 for risk / return — better than 62% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Unum Group provided a 2.03% dividend yield over the last twelve months, with an annual payout of $1.84 per share. The company has been increasing its dividends for 21 consecutive years.

The table displays the monthly dividend distributions for Unum Group. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Unum Group. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Unum Group was 89.38%, occurring on Mar 11, 2003. Recovery took 3463 trading sessions.

The current Unum Group drawdown is 2.32%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Unum Group over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Unum Group is priced in the market compared to other companies in the Insurance - Life industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.