Unum Group (UNM)

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The chart shows the growth of an initial investment of $10,000 in Unum Group, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Unum Group (UNM) has returned -5.20% so far this year and -8.25% over the past 12 months. Over the last decade, UNM has posted an annualized return of 12.43%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Nov 6, 1986, UNM's average daily return is +0.06%, while the average monthly return is +1.16%. At this rate, your investment would double in approximately 5.0 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 4.49%, beta of 1.12, and R² of 0.29 versus S&P 500 Index. Calculated based on daily prices since November 07, 1986.

• This stock participated in 110.84% of S&P 500 Index downside but only 110.36% of its upside — more exposed to losses than it benefited from rallies.
• 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 26 for risk / return — below 26% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Unum Group (UNM) and compare them to a chosen benchmark (S&P 500 Index).

Unum Group provided a 2.46% dividend yield over the last twelve months, with an annual payout of $1.80 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 10.32%.

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.