Unum Group (UNMA)

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Unum Group (UNMA) is down 1.9% since the beginning of the year. At $22 per share, UNMA is trading 11.2% below its 52-week high of $25. Investors who bought $1,000 worth of UNMA shares 5 years ago would now be looking at an investment worth $1,117.

Unum Group (UNMA) has returned -1.87% so far this year and -0.02% over the past 12 months.

Based on dividend-adjusted daily data since Jun 19, 2018, UNMA's average daily return is +0.03%, while the average monthly return is +0.45%. At this rate, an investment would double in approximately 12.9 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2022 with a return of +12.1%, while the worst month was Mar 2020 at -11.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, UNMA closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +22.9%, while the worst single day was Mar 18, 2020 at -14.0%.

Unum Group has an annualized alpha of 0.37%, beta of 0.43, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since June 19, 2018.

• This stock participated in 45.35% of S&P 500 Index downside but only 33.08% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.43 may look defensive, but with R2 of 0.19 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.19 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.

UNMA ranks 38 for risk / return — below 38% 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.

Unum Group provided a 7.12% dividend yield over the last twelve months, with an annual payout of $1.56 per share. The company has been increasing its dividends for 3 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 41.65%, occurring on Mar 23, 2020. Recovery took 101 trading sessions.

The current Unum Group drawdown is 6.20%.

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 undefined industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.