Performance analysis of Unilever (UL)
Annual Return
Over the past 3 years, UL has had an average annual return of +5.23%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, UL has had an average annual return of +2.27%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, UL has had an average annual return of +5.15%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, UL has had an average annual return of +7.42%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.56% | +5.93% | +20.91% | -0.15% | -2.77% | -7.61% | +9.05% | +12.87% | -2.37% | +40.12% | -2.61% | +9.66% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +2.80% | +10.10% | +19.66% | +12.88% | +0.64% | +47.54% | -36.31% | +38.66% | +31% | +5.24% | +9.39% | +1.40% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +17.72% | -1.24% | +15.29% | -17.15% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.53% | +8.70% | -22.75% | +3.53% | -3.36% | +6.50% | +3.13% | -3.56% | |||||
| 2025 | +1.20% | -0.54% | +5.21% | +6.72% | +1.30% | -4.18% | -4.48% | +9.09% | -6.20% | +1.54% | +1.53% | -4.15% | +5.93% |
| 2024 | +0.43% | +1.48% | +2.49% | +3.31% | +6.48% | +0.44% | +11.66% | +6.35% | +0.26% | -6.24% | -0.96% | -5.25% | +20.91% |
| 2023 | +1.49% | -1.41% | +4% | +6.93% | -9.27% | +4.38% | +3.07% | -4.18% | -3.17% | -4.15% | +1.70% | +1.64% | -0.15% |
| 2022 | -4.46% | -1.21% | -9.35% | +1.51% | +5.58% | -5.17% | +6.17% | -5.88% | -3.41% | +3.81% | +11.67% | -0.06% | -2.77% |
| 2021 | -3.35% | -9.91% | +7.24% | +5.18% | +3% | -2.45% | -1.66% | -2.36% | -2.62% | -1.18% | -4.20% | +5.78% | -7.61% |
| 2020 | +4.55% | -9.09% | -6.23% | +2.57% | +5.11% | +1.53% | +10.21% | -0.72% | +3.53% | -7.09% | +7.44% | -1.15% | +9.05% |
| 2019 | +0.67% | +2.02% | +8.43% | +5.34% | +0.96% | +1.74% | -2.98% | +5.91% | -4.87% | +0.77% | -1.03% | -3.90% | +12.87% |
| 2018 | +2.04% | -7.87% | +7.67% | +0.74% | -0.35% | +0% | +3.13% | +0.55% | -3.34% | -3.62% | +3.33% | -3.76% | -2.37% |
| 2017 | +1.01% | +16.43% | +3.92% | +4.05% | +9.13% | -2.70% | +5.30% | +2.88% | -0.43% | -2.26% | +0.46% | -2.02% | +40.12% |
Drawdown analysis of Unilever (UL)
The maximum drawdown for the UL was -53.52%, occurring on Mar 9, 2009. Recovery took 539 trading sessions.
The current UL drawdown is -15.44%.
Since Nov 1, 1999 UL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 7 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.52% | Dec 28, 2007 | 299 | Mar 9, 2009 | 539 | Apr 27, 2011 | 838 |
| -40.94% | Nov 2, 1999 | 91 | Mar 14, 2000 | 532 | Apr 30, 2002 | 623 |
| -30.13% | Sep 4, 2019 | 138 | Mar 23, 2020 | 136 | Oct 5, 2020 | 274 |
| -27.64% | Nov 11, 2020 | 382 | May 19, 2022 | 512 | Jun 4, 2024 | 894 |
| -25.10% | Feb 13, 2026 | 33 | Apr 2, 2026 | Ongoing | Ongoing | Ongoing |
| -22.89% | Feb 19, 2004 | 164 | Oct 13, 2004 | 153 | May 23, 2005 | 317 |
| -21.64% | May 13, 2002 | 49 | Jul 23, 2002 | 71 | Oct 31, 2002 | 120 |
| -19.59% | Sep 2, 2016 | 54 | Nov 18, 2016 | 61 | Feb 17, 2017 | 115 |
| -18.87% | Apr 15, 2003 | 62 | Jul 15, 2003 | 123 | Jan 8, 2004 | 185 |
| -15.90% | Sep 9, 2024 | 88 | Jan 15, 2025 | 66 | Apr 22, 2025 | 154 |
| -15.79% | Nov 11, 2002 | 82 | Mar 12, 2003 | 24 | Apr 15, 2003 | 106 |
| -15.17% | Aug 10, 2015 | 32 | Sep 24, 2015 | 127 | Mar 29, 2016 | 159 |
| -14.26% | May 19, 2014 | 111 | Oct 24, 2014 | 118 | Apr 16, 2015 | 229 |
| -14.21% | Sep 4, 2025 | 66 | Dec 8, 2025 | 44 | Feb 11, 2026 | 110 |
| -13.19% | Oct 13, 2017 | 94 | Mar 1, 2018 | 264 | Mar 20, 2019 | 358 |
| -13.03% | Jul 19, 2007 | 20 | Aug 16, 2007 | 51 | Oct 29, 2007 | 71 |
| -12.92% | May 2, 2006 | 29 | Jun 13, 2006 | 32 | Jul 28, 2006 | 61 |
| -12.72% | May 15, 2013 | 102 | Oct 9, 2013 | 117 | Mar 28, 2014 | 219 |
| -11.75% | Aug 17, 2011 | 25 | Sep 22, 2011 | 70 | Jan 3, 2012 | 95 |
| -9.95% | Apr 22, 2025 | 69 | Jul 31, 2025 | 24 | Sep 4, 2025 | 93 |
| -9.80% | Apr 26, 2012 | 25 | Jun 1, 2012 | 38 | Jul 26, 2012 | 63 |
| -9.67% | Oct 14, 2020 | 12 | Oct 30, 2020 | 8 | Nov 11, 2020 | 20 |
| -8.80% | May 9, 2007 | 20 | Jun 7, 2007 | 22 | Jul 10, 2007 | 42 |
| -8.06% | Jan 3, 2007 | 41 | Mar 5, 2007 | 8 | Mar 15, 2007 | 49 |
| -8.01% | Jul 3, 2019 | 22 | Aug 5, 2019 | 20 | Sep 3, 2019 | 42 |