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UNB vs. ABBV
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

UNB vs. ABBV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Union Bankshares, Inc. (UNB) and AbbVie Inc. (ABBV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UNB achieves a 3.78% return, which is significantly higher than ABBV's 2.32% return. Over the past 10 years, UNB has underperformed ABBV with an annualized return of -0.09%, while ABBV has yielded a comparatively higher 19.22% annualized return.


UNB

1D
0.93%
1M
0.55%
YTD
3.78%
6M
3.52%
1Y
-2.34%
3Y*
6.84%
5Y*
-2.35%
10Y*
-0.09%

ABBV

1D
6.25%
1M
6.63%
YTD
2.32%
6M
2.58%
1Y
28.17%
3Y*
23.52%
5Y*
19.47%
10Y*
19.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UNB vs. ABBV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UNB
Union Bankshares, Inc.
3.78%-13.84%-0.67%35.30%-15.44%21.05%-25.20%-21.52%-7.67%19.60%
ABBV
AbbVie Inc.
2.32%33.08%18.86%-0.23%24.01%32.43%27.72%1.47%-0.96%60.07%

Correlation

The correlation between UNB and ABBV is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.03

Correlation (3Y)
Calculated over the trailing 3-year period

0.03

Correlation (5Y)
Calculated over the trailing 5-year period

0.01

Correlation (10Y)
Calculated over the trailing 10-year period

0.09

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2013

0.06

Fundamentals

Market Cap

UNB:

$110.30M

ABBV:

$408.04B

EPS

UNB:

$2.53

ABBV:

$2.05

PE Ratio

UNB:

9.45

ABBV:

112.07

PS Ratio

UNB:

1.24

ABBV:

6.49

PB Ratio

UNB:

1.37

ABBV:

14.84

Total Revenue (TTM)

UNB:

$88.45M

ABBV:

$62.82B

Gross Profit (TTM)

UNB:

$55.26M

ABBV:

$46.15B

EBITDA (TTM)

UNB:

$13.53M

ABBV:

$17.96B

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Return for Risk

UNB vs. ABBV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UNB
UNB Risk / Return Rank: 3737
Overall Rank
UNB Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
UNB Sortino Ratio Rank: 3434
Sortino Ratio Rank
UNB Omega Ratio Rank: 3434
Omega Ratio Rank
UNB Calmar Ratio Rank: 3939
Calmar Ratio Rank
UNB Martin Ratio Rank: 3939
Martin Ratio Rank

ABBV
ABBV Risk / Return Rank: 7171
Overall Rank
ABBV Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
ABBV Sortino Ratio Rank: 7171
Sortino Ratio Rank
ABBV Omega Ratio Rank: 6969
Omega Ratio Rank
ABBV Calmar Ratio Rank: 7171
Calmar Ratio Rank
ABBV Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UNB vs. ABBV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Union Bankshares, Inc. (UNB) and AbbVie Inc. (ABBV). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


UNBABBVDifference
Sharpe ratioReturn per unit of total volatility

-1.20

Sortino ratioReturn per unit of downside risk

-1.61

Omega ratioGain probability vs. loss probability

1.01

1.21

-0.20

Calmar ratioReturn relative to maximum drawdown

-0.10

1.63

-1.74

Martin ratioReturn relative to average drawdown

-0.19

3.63

-3.82

UNB vs. ABBV - Sharpe Ratio Comparison

The current UNB Sharpe Ratio is -0.08, which is lower than the ABBV Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of UNB and ABBV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

UNB vs. ABBV - Drawdown Comparison

The maximum UNB drawdown since its inception was -66.38%, which is greater than ABBV's maximum drawdown of -45.09%. Use the drawdown chart below to compare losses from any high point for UNB and ABBV.


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Drawdown Indicators


UNBABBVDifference

Max Drawdown

Largest peak-to-trough decline

-66.38%

-45.09%

-21.29%

Max Drawdown (1Y)

Largest decline over 1 year

-23.33%

-17.32%

-6.01%

Max Drawdown (3Y)

Largest decline over 3 years

-40.14%

-20.74%

-19.40%

Max Drawdown (5Y)

Largest decline over 5 years

-40.78%

-21.92%

-18.86%

Max Drawdown (10Y)

Largest decline over 10 years

-66.38%

-45.09%

-21.29%

Current Drawdown

Current decline from peak

-35.82%

-3.65%

-32.17%

Average Drawdown

Average peak-to-trough decline

-17.88%

-10.71%

-7.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.66%

7.78%

+4.88%

Volatility

UNB vs. ABBV - Volatility Comparison

The current volatility for Union Bankshares, Inc. (UNB) is 4.78%, while AbbVie Inc. (ABBV) has a volatility of 9.13%. This indicates that UNB experiences smaller price fluctuations and is considered to be less risky than ABBV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UNBABBVDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.78%

9.13%

-4.35%

Volatility (6M)

Calculated over the trailing 6-month period

19.87%

19.02%

+0.85%

Volatility (1Y)

Calculated over the trailing 1-year period

30.40%

25.21%

+5.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.53%

23.11%

+11.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.91%

25.83%

+14.08%

Dividends

UNB vs. ABBV - Dividend Comparison

UNB's dividend yield for the trailing twelve months is around 6.02%, more than ABBV's 2.93% yield.


PositionTTM20252024202320222021202020192018201720162015
ABBV
AbbVie Inc.
2.93%2.87%3.49%3.82%3.49%3.84%4.41%4.83%3.89%2.65%3.64%3.41%
UNB
Union Bankshares, Inc.
6.02%6.07%4.98%4.70%5.83%4.43%4.98%3.42%2.51%2.19%2.44%3.87%

Financials

UNB vs. ABBV - Financials Comparison

This section allows you to compare key financial metrics between Union Bankshares, Inc. and AbbVie Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20222023202420252026
22.00M
15.00B
(UNB) Total Revenue
(ABBV) Total Revenue
Values in USD except per share items

UNB vs. ABBV - Profitability Comparison

The chart below illustrates the profitability comparison between Union Bankshares, Inc. and AbbVie Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%20222023202420252026
64.2%
83.5%
Portfolio components
UNB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Union Bankshares, Inc. reported a gross profit of 14.13M and revenue of 22.00M. Therefore, the gross margin over that period was 64.2%.

ABBV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AbbVie Inc. reported a gross profit of 12.53B and revenue of 15.00B. Therefore, the gross margin over that period was 83.5%.

UNB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Union Bankshares, Inc. reported an operating income of 3.33M and revenue of 22.00M, resulting in an operating margin of 15.1%.

ABBV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AbbVie Inc. reported an operating income of 4.73B and revenue of 15.00B, resulting in an operating margin of 31.6%.

UNB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Union Bankshares, Inc. reported a net income of 3.00M and revenue of 22.00M, resulting in a net margin of 13.6%.

ABBV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AbbVie Inc. reported a net income of 699.00M and revenue of 15.00B, resulting in a net margin of 4.7%.


Frequently Asked Questions


UNB and ABBV have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ABBV has higher volatility (9.13%) compared to UNB (4.78%). In terms of maximum drawdown, UNB dropped -66.38% vs ABBV's -45.09%.

ABBV currently has the higher Sharpe Ratio (1.12 vs -0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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