AFL vs. UNM
Compare and contrast key facts about Aflac Incorporated (AFL) and Unum Group (UNM).
Performance
AFL vs. UNM - Performance Comparison
Loading graphics...
AFL vs. UNM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFL Aflac Incorporated | -0.04% | 8.94% | 28.08% | 17.36% | 26.41% | 34.55% | -13.60% | 18.55% | 6.20% | 29.02% |
UNM Unum Group | -4.12% | 8.56% | 66.31% | 13.72% | 73.56% | 11.87% | -16.22% | 2.63% | -45.22% | 27.19% |
Fundamentals
AFL:
$58.33B
UNM:
$12.41B
AFL:
$6.83
UNM:
$4.32
AFL:
16.06
UNM:
17.10
AFL:
4.16
UNM:
1.20
AFL:
3.37
UNM:
0.99
AFL:
1.98
UNM:
1.22
AFL:
$17.36B
UNM:
$12.76B
AFL:
$6.71B
UNM:
$4.69B
AFL:
$5.53B
UNM:
$1.15B
Returns By Period
In the year-to-date period, AFL achieves a -0.04% return, which is significantly higher than UNM's -4.12% return. Over the past 10 years, AFL has outperformed UNM with an annualized return of 15.75%, while UNM has yielded a comparatively lower 12.56% annualized return.
AFL
- 1D
- -0.06%
- 1M
- -3.27%
- YTD
- -0.04%
- 6M
- 0.04%
- 1Y
- -0.38%
- 3Y*
- 21.97%
- 5Y*
- 19.05%
- 10Y*
- 15.75%
UNM
- 1D
- 1.14%
- 1M
- 2.43%
- YTD
- -4.12%
- 6M
- -4.47%
- 1Y
- -7.82%
- 3Y*
- 26.52%
- 5Y*
- 25.23%
- 10Y*
- 12.56%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AFL vs. UNM — Risk / Return Rank
AFL
UNM
AFL vs. UNM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aflac Incorporated (AFL) and Unum Group (UNM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AFL | UNM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | -0.27 | +0.25 |
Sortino ratioReturn per unit of downside risk | 0.11 | -0.17 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.02 | 0.97 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.06 | -0.44 | +0.50 |
Martin ratioReturn relative to average drawdown | 0.13 | -0.90 | +1.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AFL | UNM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | -0.27 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.83 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.33 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.22 | +0.25 |
Correlation
The correlation between AFL and UNM is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AFL vs. UNM - Dividend Comparison
AFL's dividend yield for the trailing twelve months is around 2.14%, less than UNM's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFL Aflac Incorporated | 2.14% | 2.10% | 1.93% | 2.04% | 2.22% | 2.26% | 2.52% | 2.04% | 2.28% | 1.98% | 2.39% | 2.64% |
UNM Unum Group | 2.44% | 2.27% | 2.15% | 3.07% | 3.07% | 4.76% | 4.97% | 3.74% | 3.34% | 1.57% | 1.75% | 2.10% |
Drawdowns
AFL vs. UNM - Drawdown Comparison
The maximum AFL drawdown since its inception was -82.71%, smaller than the maximum UNM drawdown of -89.38%. Use the drawdown chart below to compare losses from any high point for AFL and UNM.
Loading graphics...
Drawdown Indicators
| AFL | UNM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.71% | -89.38% | +6.67% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -16.40% | +4.25% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -28.28% | +8.42% |
Max Drawdown (10Y)Largest decline over 10 years | -54.89% | -81.06% | +26.17% |
Current DrawdownCurrent decline from peak | -6.17% | -9.30% | +3.13% |
Average DrawdownAverage peak-to-trough decline | -11.70% | -32.82% | +21.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.68% | 8.00% | -2.32% |
Volatility
AFL vs. UNM - Volatility Comparison
The current volatility for Aflac Incorporated (AFL) is 4.26%, while Unum Group (UNM) has a volatility of 6.61%. This indicates that AFL experiences smaller price fluctuations and is considered to be less risky than UNM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AFL | UNM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 6.61% | -2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 11.79% | 16.20% | -4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.41% | 29.19% | -8.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.86% | 30.47% | -9.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.70% | 37.63% | -11.93% |
Financials
AFL vs. UNM - Financials Comparison
This section allows you to compare key financial metrics between Aflac Incorporated and Unum Group. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities