UNMA vs. BRK-B

Last updated Apr 2, 2026

Compare and contrast key facts about Unum Group (UNMA) and Berkshire Hathaway Inc. (BRK-B).

Performance

UNMA vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Unum Group (UNMA) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

UNMA vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
UNMA Unum Group	0.75%	4.42%	-0.32%	12.61%	-2.48%	0.24%	8.68%	26.42%	-6.25%
BRK-B Berkshire Hathaway Inc.	-4.80%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	7.27%

Fundamentals

Market Cap UNMA : $3.85B BRK-B : $1.03T
EPS UNMA : $4.28 BRK-B : $31.03
PE Ratio UNMA : 5.35 BRK-B : 15.42
PEG Ratio UNMA : 0.72 BRK-B : 0.60
PS Ratio UNMA : 0.30 BRK-B : 2.78
PB Ratio UNMA : 0.38 BRK-B : 1.44
Total Revenue (TTM) UNMA : $13.00B BRK-B : $371.37B
Gross Profit (TTM) UNMA : $4.69B BRK-B : $116.89B
EBITDA (TTM) UNMA : $538.40M BRK-B : $87.30B

Returns By Period

In the year-to-date period, UNMA achieves a 0.75% return, which is significantly higher than BRK-B's -4.80% return.

UNMA

• 1D: 0.13%
• 1M: -2.18%
• YTD: 0.75%
• 6M: -2.75%
• 1Y: -2.32%
• 3Y*: 3.43%
• 5Y*: 3.20%
• 10Y*: —

BRK-B

• 1D: -0.15%
• 1M: -0.35%
• YTD: -4.80%
• 6M: -3.95%
• 1Y: -10.22%
• 3Y*: 15.72%
• 5Y*: 13.13%
• 10Y*: 12.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

UNMA vs. BRK-B — Risk / Return Rank

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

UNMA

UNMA Risk / Return Rank: 25
UNMA Sharpe Ratio Rank: 28
UNMA Sortino Ratio Rank: 22
UNMA Omega Ratio Rank: 22
UNMA Calmar Ratio Rank: 28
UNMA Martin Ratio Rank: 25

BRK-B

BRK-B Risk / Return Rank: 17
BRK-B Sharpe Ratio Rank: 16
BRK-B Sortino Ratio Rank: 16
BRK-B Omega Ratio Rank: 16
BRK-B Calmar Ratio Rank: 17
BRK-B Martin Ratio Rank: 19

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.

UNMA vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Unum Group (UNMA) and Berkshire Hathaway Inc. (BRK-B). 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.

	UNMA	BRK-B	Difference
Sharpe ratio Return per unit of total volatility	-0.27	-0.56	+0.29
Sortino ratio Return per unit of downside risk	-0.32	-0.65	+0.33
Omega ratio Gain probability vs. loss probability	0.96	0.91	+0.05
Calmar ratio Return relative to maximum drawdown	-0.40	-0.68	+0.28
Martin ratio Return relative to average drawdown	-0.91	-1.16	+0.26
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UNMA vs. BRK-B - Sharpe Ratio Comparison

The current UNMA Sharpe Ratio is -0.27, which is higher than the BRK-B Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of UNMA and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	UNMA	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.27	-0.56	+0.29
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.26	0.77	-0.51
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.66	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.27	0.48	-0.21

Correlation

The correlation between UNMA and BRK-B is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

UNMA vs. BRK-B - Dividend Comparison

UNMA's dividend yield for the trailing twelve months is around 6.82%, while BRK-B has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
UNMA Unum Group	6.82%	6.76%	6.62%	6.19%	6.53%	5.98%	5.65%	5.79%	3.75%
BRK-B Berkshire Hathaway Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

UNMA vs. BRK-B - Drawdown Comparison

The maximum UNMA drawdown since its inception was -41.65%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for UNMA and BRK-B.

Drawdown Indicators

	UNMA	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-41.65%	-53.86%	+12.21%
Max Drawdown (1Y) Largest decline over 1 year	-7.19%	-14.95%	+7.76%
Max Drawdown (5Y) Largest decline over 5 years	-15.18%	-26.58%	+11.40%
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	-3.70%	-11.36%	+7.66%
Average Drawdown Average peak-to-trough decline	-3.40%	-11.07%	+7.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.19%	8.72%	-5.53%

Volatility

UNMA vs. BRK-B - Volatility Comparison

The current volatility for Unum Group (UNMA) is 2.64%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.33%. This indicates that UNMA experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UNMA	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.64%	4.33%	-1.69%
Volatility (6M) Calculated over the trailing 6-month period	5.30%	11.14%	-5.84%
Volatility (1Y) Calculated over the trailing 1-year period	8.65%	18.30%	-9.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.59%	17.20%	-4.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.41%	19.45%	-0.04%

Financials