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Unum Group (UNMA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US91529Y6014

CUSIP

91529Y601

Sector

Industry

IPO Date

Jun 19, 2018

Highlights

Market Cap

$5.50B

PE Ratio

5.05

Total Revenue (TTM)

$12.77B

Gross Profit (TTM)

$12.86B

EBITDA (TTM)

-$362.00M

Year Range

$22.77 - $25.33

Share Price Chart


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Compare to other instruments

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Popular comparisons:
UNMA vs. BRK-B
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Performance

Performance Chart


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Returns By Period

Unum Group (UNMA) returned 4.64% year-to-date (YTD) and 3.70% over the past 12 months.


UNMA

YTD

4.64%

1M

-0.25%

6M

-0.69%

1Y

3.70%

5Y*

6.96%

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of UNMA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.61%5.61%0.96%-2.78%-0.65%4.64%
2024-0.28%-0.47%1.79%-0.96%0.90%4.46%-3.96%2.06%1.49%-1.78%3.59%-6.60%-0.32%
20235.01%-3.98%5.86%-1.11%-2.79%-0.00%1.26%-3.53%-2.54%0.63%6.96%7.13%12.64%
2022-0.15%0.16%3.30%-4.36%-1.58%-2.44%8.40%-5.15%2.88%-10.15%12.14%-3.55%-2.47%
2021-3.07%-0.21%1.25%-0.26%3.10%-0.44%1.45%-0.07%0.52%0.96%-2.57%-0.27%0.24%
20202.67%-5.80%-11.19%5.51%1.90%2.36%6.34%2.21%-1.92%1.69%4.42%1.58%8.68%
201911.87%0.45%4.19%-0.08%0.87%1.39%3.19%2.68%0.62%-0.72%-2.35%2.23%26.42%
2018-0.32%0.96%2.35%-0.24%-0.79%-3.01%-5.19%-6.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UNMA is 63, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of UNMA is 6363
Overall Rank
The Sharpe Ratio Rank of UNMA is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of UNMA is 5656
Sortino Ratio Rank
The Omega Ratio Rank of UNMA is 5454
Omega Ratio Rank
The Calmar Ratio Rank of UNMA is 7171
Calmar Ratio Rank
The Martin Ratio Rank of UNMA is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Unum Group (UNMA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Unum Group Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: 0.40
  • 5-Year: 0.51
  • All Time: 0.29

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Unum Group compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Unum Group provided a 6.43% dividend yield over the last twelve months, with an annual payout of $1.56 per share. The company has been increasing its dividends for 4 consecutive years.


3.50%4.00%4.50%5.00%5.50%6.00%6.50%7.00%$0.00$0.50$1.00$1.502018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018
Dividend$1.56$1.56$1.56$1.56$1.56$1.56$1.56$0.85

Dividend yield

6.43%6.62%6.20%6.54%5.98%5.66%5.79%3.75%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.39$0.00$0.00$0.00$0.39
2024$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$1.56
2023$0.00$0.00$0.39$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$1.56
2022$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$1.56
2021$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$1.56
2020$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$1.56
2019$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$1.56
2018$0.46$0.00$0.00$0.39$0.00$0.85

Drawdowns

Drawdowns Chart

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.


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Worst Drawdowns

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 41.65%, occurring on Mar 23, 2020. Recovery took 101 trading sessions.

The current Unum Group drawdown is 3.45%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.65%Feb 11, 202029Mar 23, 2020101Aug 14, 2020130
-15.17%Nov 5, 2021251Nov 3, 2022272Dec 5, 2023523
-11.96%Aug 31, 201881Dec 27, 201810Jan 11, 201991
-8.97%Sep 24, 202476Jan 13, 202548Mar 24, 2025124
-5.78%Jan 6, 20215Jan 12, 202195May 28, 2021100

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

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.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Unum Group, comparing actual results with analytics estimates.


0.000.501.001.50AprilMayJuneJulyAugustSeptemberOctoberNovemberDecember2021FebruaryMarchAprilMayJune
1.60
0
Actual
Estimate

Valuation

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


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for UNMA, comparing it with other companies in the undefined industry. Currently, UNMA has a P/E ratio of 5.0. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for UNMA relative to other companies in the undefined industry. Currently, UNMA has a P/S ratio of 0.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for UNMA in comparison with other companies in the undefined industry. Currently, UNMA has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items