UNM vs. AFG
Compare and contrast key facts about Unum Group (UNM) and American Financial Group, Inc. (AFG).
Performance
UNM vs. AFG - Performance Comparison
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UNM vs. AFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UNM Unum Group | -5.20% | 8.56% | 66.31% | 13.72% | 73.56% | 11.87% | -16.22% | 2.63% | -45.22% | 27.19% |
AFG American Financial Group, Inc. | -4.83% | 5.45% | 23.79% | -7.61% | 10.91% | 93.83% | -16.18% | 27.10% | -13.04% | 29.20% |
Fundamentals
UNM:
$12.27B
AFG:
$10.65B
UNM:
$4.32
AFG:
$10.09
UNM:
16.91
AFG:
12.65
UNM:
1.18
AFG:
0.39
UNM:
0.98
AFG:
1.31
UNM:
1.20
AFG:
2.21
UNM:
$12.76B
AFG:
$8.14B
UNM:
$4.69B
AFG:
$968.00M
UNM:
$1.15B
AFG:
$1.22B
Returns By Period
In the year-to-date period, UNM achieves a -5.20% return, which is significantly lower than AFG's -4.83% return. Over the past 10 years, UNM has underperformed AFG with an annualized return of 12.43%, while AFG has yielded a comparatively higher 14.07% annualized return.
UNM
- 1D
- 0.05%
- 1M
- 1.81%
- YTD
- -5.20%
- 6M
- -4.97%
- 1Y
- -8.25%
- 3Y*
- 26.05%
- 5Y*
- 24.95%
- 10Y*
- 12.43%
AFG
- 1D
- 0.45%
- 1M
- -3.96%
- YTD
- -4.83%
- 6M
- -8.89%
- 1Y
- 2.35%
- 3Y*
- 7.83%
- 5Y*
- 13.54%
- 10Y*
- 14.07%
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Return for Risk
UNM vs. AFG — Risk / Return Rank
UNM
AFG
UNM vs. AFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Unum Group (UNM) and American Financial Group, Inc. (AFG). 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.
| UNM | AFG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.28 | 0.10 | -0.39 |
Sortino ratioReturn per unit of downside risk | -0.19 | 0.30 | -0.49 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.04 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | -0.40 | 0.26 | -0.66 |
Martin ratioReturn relative to average drawdown | -0.82 | 0.50 | -1.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UNM | AFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.28 | 0.10 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.59 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.47 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.34 | -0.11 |
Correlation
The correlation between UNM and AFG is 0.43, 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
UNM vs. AFG - Dividend Comparison
UNM's dividend yield for the trailing twelve months is around 2.46%, less than AFG's 5.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNM Unum Group | 2.46% | 2.27% | 2.15% | 3.07% | 3.07% | 4.76% | 4.97% | 3.74% | 3.34% | 1.57% | 1.75% | 2.10% |
AFG American Financial Group, Inc. | 5.37% | 5.33% | 6.89% | 6.81% | 10.42% | 20.43% | 4.39% | 4.51% | 4.92% | 4.41% | 2.44% | 2.82% |
Drawdowns
UNM vs. AFG - Drawdown Comparison
The maximum UNM drawdown since its inception was -89.38%, which is greater than AFG's maximum drawdown of -62.94%. Use the drawdown chart below to compare losses from any high point for UNM and AFG.
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Drawdown Indicators
| UNM | AFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.38% | -62.94% | -26.44% |
Max Drawdown (1Y)Largest decline over 1 year | -16.40% | -13.19% | -3.21% |
Max Drawdown (5Y)Largest decline over 5 years | -28.28% | -23.85% | -4.43% |
Max Drawdown (10Y)Largest decline over 10 years | -81.06% | -58.98% | -22.08% |
Current DrawdownCurrent decline from peak | -10.32% | -10.72% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -32.82% | -16.79% | -16.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.98% | 6.78% | +1.20% |
Volatility
UNM vs. AFG - Volatility Comparison
Unum Group (UNM) has a higher volatility of 6.90% compared to American Financial Group, Inc. (AFG) at 5.65%. This indicates that UNM's price experiences larger fluctuations and is considered to be riskier than AFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNM | AFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 5.65% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 16.17% | 14.46% | +1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.23% | 23.01% | +6.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.47% | 23.03% | +7.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.64% | 30.26% | +7.38% |
Financials
UNM vs. AFG - Financials Comparison
This section allows you to compare key financial metrics between Unum Group and American Financial Group, 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.
Total Revenue: Total amount of money received from sales and other business activities