Performance analysis of United Fire Group (UFCS)
Annual Return
Over the past 3 years, UFCS has had an average annual return of +33.38%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, UFCS has had an average annual return of +19.59%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, UFCS has had an average annual return of +5.12%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, UFCS has had an average annual return of +8.97%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +43.06% | +30.49% | +45.31% | -24.30% | +20.50% | -5.55% | -40.24% | -18.88% | +31.05% | -4.96% | +31.28% | +32.28% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +6.59% | +34.52% | +11.28% | -6.70% | +26.10% | -39.35% | +8.99% | -16.18% | -11.48% | +21.48% | +69.60% | +23.32% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +19.46% | +48.98% | -9.30% | +7.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.13% | +8.70% | -4.63% | +8.80% | +9.95% | +18.82% | -1.79% | +43.06% | |||||
| 2025 | -12.79% | +13.14% | +5.55% | -6.08% | +2.82% | +1.45% | -7.49% | +16.38% | -1.04% | -0.62% | +20.91% | -0.09% | +30.49% |
| 2024 | +11.38% | +3.93% | -5.86% | +1.47% | +1.45% | -3.42% | +4.28% | -7.94% | +2.25% | -6.16% | +56.62% | -7.03% | +45.31% |
| 2023 | +15.10% | -9.37% | -6.42% | +1.32% | -20.15% | +6.27% | +6.09% | -17.10% | -0.10% | +1.98% | +4.52% | -3.69% | -24.30% |
| 2022 | +7.55% | +10.71% | +13.13% | -5.73% | +10.65% | +6.13% | -4.09% | -10.36% | -1.85% | -5.67% | +12.73% | -9.95% | +20.50% |
| 2021 | +9.72% | +6.94% | +18.73% | -13.05% | +1.29% | -9.09% | -10.13% | +4.17% | -10.50% | -11.56% | +2.40% | +11.59% | -5.55% |
| 2020 | +1.21% | -13.38% | -14.20% | -12.30% | -6.19% | +4.45% | -8.44% | -0.75% | -18.18% | +1.08% | +6.48% | +15.52% | -40.24% |
| 2019 | -6.22% | -5.67% | -10.32% | -0.23% | +8.40% | +3.24% | +7.86% | -12.97% | +4.03% | -3.11% | -2.74% | -0.48% | -18.88% |
| 2018 | -4.80% | +2.51% | +8.26% | +5.08% | +7.28% | +1.62% | +10.60% | -13.06% | +2.50% | +6.03% | +0.66% | +2.93% | +31.05% |
| 2017 | -4.01% | -10.02% | +1.30% | +2.88% | -1.06% | +1.87% | +2.41% | -6.16% | +8.94% | +0.59% | +4.88% | -5.16% | -4.96% |
Drawdown analysis of United Fire Group (UFCS)
The maximum drawdown for the UFCS was -69.89%, occurring on Nov 20, 2008. Recovery took 1741 trading sessions.
The current UFCS drawdown is -4.51%.
Since Nov 1, 1999 UFCS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.89% | Nov 11, 2005 | 761 | Nov 20, 2008 | 1741 | Oct 22, 2015 | 2502 |
| -64.48% | Aug 1, 2018 | 570 | Nov 4, 2020 | 1382 | May 8, 2026 | 1952 |
| -31.30% | Jan 7, 2000 | 121 | Jun 30, 2000 | 143 | Jan 25, 2001 | 264 |
| -28.56% | Jun 5, 2001 | 72 | Sep 21, 2001 | 114 | Mar 7, 2002 | 186 |
| -25.31% | Nov 15, 2002 | 56 | Feb 7, 2003 | 133 | Aug 19, 2003 | 189 |
| -20.40% | Dec 12, 2016 | 185 | Sep 7, 2017 | 133 | Mar 20, 2018 | 318 |
| -16.81% | Nov 9, 2004 | 73 | Feb 24, 2005 | 47 | May 3, 2005 | 120 |
| -15.99% | Aug 5, 2004 | 54 | Oct 21, 2004 | 8 | Nov 2, 2004 | 62 |
| -15.53% | Nov 26, 1999 | 15 | Dec 17, 1999 | 14 | Jan 7, 2000 | 29 |
| -15.46% | May 3, 2016 | 129 | Nov 3, 2016 | 10 | Nov 17, 2016 | 139 |
| -15.01% | Jun 24, 2002 | 20 | Jul 23, 2002 | 81 | Nov 14, 2002 | 101 |
| -14.96% | Jan 25, 2001 | 42 | Mar 27, 2001 | 17 | Apr 20, 2001 | 59 |
| -14.93% | Jul 25, 2005 | 40 | Sep 20, 2005 | 37 | Nov 10, 2005 | 77 |
| -12.24% | May 18, 2026 | 11 | Jun 3, 2026 | 13 | Jun 23, 2026 | 24 |
| -11.06% | Sep 3, 2003 | 17 | Sep 26, 2003 | 29 | Nov 6, 2003 | 46 |
| -9.96% | Nov 9, 2015 | 48 | Jan 20, 2016 | 22 | Feb 22, 2016 | 70 |
| -9.16% | Jul 2, 2026 | 8 | Jul 15, 2026 | Ongoing | Ongoing | Ongoing |
| -8.82% | Mar 7, 2002 | 3 | Mar 12, 2002 | 4 | Mar 18, 2002 | 7 |
| -7.36% | Apr 16, 2002 | 12 | May 2, 2002 | 26 | Jun 10, 2002 | 38 |
| -6.84% | Jun 16, 2005 | 1 | Jun 17, 2005 | 3 | Jun 22, 2005 | 4 |
| -6.77% | Jul 11, 2005 | 5 | Jul 18, 2005 | 5 | Jul 25, 2005 | 10 |
| -6.54% | May 22, 2001 | 2 | May 24, 2001 | 1 | May 25, 2001 | 3 |
| -5.94% | Nov 18, 1999 | 3 | Nov 23, 1999 | 2 | Nov 26, 1999 | 5 |
| -5.93% | Jan 16, 2004 | 9 | Jan 30, 2004 | 49 | Apr 12, 2004 | 58 |
| -5.68% | Jun 22, 2005 | 2 | Jun 24, 2005 | 2 | Jun 28, 2005 | 4 |