UNMA vs. BRK-B
UNMA (Unum Group) and BRK-B (Berkshire Hathaway Inc.) are both stocks. Over the past 5 years, UNMA returned 2.61%/yr vs 10.78%/yr for BRK-B. At a 0.16 correlation, their price movements are largely independent.
Performance
UNMA vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, UNMA achieves a -0.26% return, which is significantly higher than BRK-B's -2.89% return.
UNMA
- 1D
- -0.58%
- 1M
- -3.42%
- YTD
- -0.26%
- 6M
- -2.78%
- 1Y
- -1.79%
- 3Y*
- 4.31%
- 5Y*
- 2.61%
- 10Y*
- —
BRK-B
- 1D
- 1.98%
- 1M
- 3.90%
- YTD
- -2.89%
- 6M
- -3.21%
- 1Y
- -0.12%
- 3Y*
- 13.55%
- 5Y*
- 10.78%
- 10Y*
- 13.19%
UNMA vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UNMA Unum Group | -0.26% | 4.42% | -0.32% | 12.61% | -2.48% | 0.24% | 8.68% | 26.42% | -6.25% |
BRK-B Berkshire Hathaway Inc. | -2.89% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 7.27% |
Correlation
The correlation between UNMA and BRK-B is -0.08, 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 | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 2018 | 0.16 |
The correlation between UNMA and BRK-B shifts across timeframes, from -0.08 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.
Fundamentals
UNMA:
$3.67B
BRK-B:
$1.05T
UNMA:
$4.61
BRK-B:
$33.62
UNMA:
4.83
BRK-B:
14.52
UNMA:
0.34
BRK-B:
0.56
UNMA:
0.28
BRK-B:
2.81
UNMA:
0.34
BRK-B:
1.45
UNMA:
$13.30B
BRK-B:
$375.39B
UNMA:
$4.51B
BRK-B:
$94.36B
UNMA:
$1.24B
BRK-B:
$71.92B
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Return for Risk
UNMA vs. BRK-B — Risk / Return Rank
UNMA
BRK-B
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 ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.01 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | -0.01 | -0.32 |
| Martin ratioReturn relative to average drawdown | -0.68 | -0.03 | -0.66 |
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
| UNMA | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.23 | -0.01 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.63 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.48 | -0.22 |
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.
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Drawdown Indicators
| UNMA | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.65% | -53.86% | +12.21% |
Max Drawdown (1Y)Largest decline over 1 year | -5.34% | -9.42% | +4.08% |
Max Drawdown (3Y)Largest decline over 3 years | -8.97% | -14.95% | +5.98% |
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 DrawdownCurrent decline from peak | -4.66% | -9.57% | +4.91% |
Average DrawdownAverage peak-to-trough decline | -3.37% | -11.07% | +7.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 4.47% | -1.75% |
Volatility
UNMA vs. BRK-B - Volatility Comparison
The current volatility for Unum Group (UNMA) is 1.75%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.08%. 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.
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Volatility by Period
| UNMA | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.75% | 4.08% | -2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 4.65% | 10.87% | -6.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.89% | 14.39% | -6.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.56% | 17.13% | -4.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.22% | 19.43% | -0.21% |
Dividends
UNMA vs. BRK-B - Dividend Comparison
UNMA's dividend yield for the trailing twelve months is around 7.01%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UNMA Unum Group | 7.01% | 6.76% | 6.62% | 6.19% | 6.53% | 5.98% | 5.65% | 5.79% | 3.75% |
Financials
UNMA vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Unum Group and Berkshire Hathaway 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
UNMA vs. BRK-B - Profitability Comparison
UNMA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Unum Group reported a gross profit of 1.35B and revenue of 3.36B. Therefore, the gross margin over that period was 40.3%.
BRK-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a gross profit of 26.98B and revenue of 93.68B. Therefore, the gross margin over that period was 28.8%.
UNMA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Unum Group reported an operating income of 302.70M and revenue of 3.36B, resulting in an operating margin of 9.0%.
BRK-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported an operating income of 15.05B and revenue of 93.68B, resulting in an operating margin of 16.1%.
UNMA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Unum Group reported a net income of 232.00M and revenue of 3.36B, resulting in a net margin of 6.9%.
BRK-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a net income of 10.18B and revenue of 93.68B, resulting in a net margin of 10.9%.
Frequently Asked Questions
UNMA and BRK-B have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRK-B has higher volatility (4.08%) compared to UNMA (1.75%). In terms of maximum drawdown, UNMA dropped -41.65% vs BRK-B's -53.86%.
BRK-B currently has the higher Sharpe Ratio (-0.01 vs -0.23), 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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