Performance analysis of Union Bankshares (UNB)
Annual Return
Over the past 3 years, UNB has had an average annual return of +6.92%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, UNB has had an average annual return of -2.96%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, UNB has had an average annual return of +0.61%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 1, 1999, UNB has had an average annual return of +6.71%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.95% | -13.80% | -0.76% | +35.38% | -15.42% | +21.03% | -25.13% | -21.50% | -7.66% | +19.58% | +68.82% | +22.37% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +7.72% | +23.38% | +7.98% | +10.25% | +13.39% | +8.11% | -13.11% | -4.17% | +3.06% | +1.07% | -6.00% | +65.87% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +11.88% | +42.93% | +14.53% | -25.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.41% | -6.59% | +4.60% | +2.99% | -6.44% | -1.12% | -0.95% | ||||||
| 2025 | +11.63% | -8.46% | +7.77% | +6.20% | -10.85% | -9.73% | +3.52% | -3.82% | -5.39% | -6.50% | +1.36% | +2.59% | -13.80% |
| 2024 | -1.04% | +1.27% | +0.49% | -13.00% | -14.85% | -3.72% | +14.21% | +7.44% | -0.27% | +13.16% | +18.70% | -15.96% | -0.76% |
| 2023 | +11.06% | -4.18% | -12.30% | +1.35% | -1.36% | +6.89% | +0.30% | -2.92% | -3.72% | +25.56% | +8.01% | +6.76% | +35.38% |
| 2022 | +5.93% | -1.41% | +0.93% | -0.79% | -6.52% | -8.28% | -2.27% | +1.15% | -11.29% | +10.49% | +0.77% | -3.38% | -15.42% |
| 2021 | +7.08% | +1.18% | +9.01% | +11.07% | +1.52% | +8.06% | -10.28% | +3.11% | -3.53% | +1.10% | -2.32% | -4.57% | +21.03% |
| 2020 | -6.43% | -10.83% | -24.95% | +8.32% | -18.44% | -4.49% | -1.37% | +6.66% | +4.70% | +3.99% | +27.33% | -2.83% | -25.13% |
| 2019 | +0.45% | -2.41% | -2.73% | -11.93% | -16.68% | +12.42% | -9.52% | -17.33% | +15.02% | +6.33% | +2.23% | +6.71% | -21.50% |
| 2018 | +2.65% | -5.09% | -0.98% | +0.98% | -0.49% | +2.27% | +2.42% | -0.66% | +1.24% | -10.13% | -5.16% | +6.11% | -7.66% |
| 2017 | -8.06% | -0.24% | +3.74% | -1.41% | -4.99% | +18.90% | -7.10% | -1.60% | +12.17% | +2.25% | +3.05% | +4.44% | +19.58% |
Drawdown analysis of Union Bankshares (UNB)
The maximum drawdown for the UNB was -66.36%, occurring on Jul 10, 2020. This drawdown has not yet recovered.
The current UNB drawdown is -38.64%.
Since Nov 1, 1999 UNB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.36% | Dec 18, 2017 | 643 | Jul 10, 2020 | Ongoing | Ongoing | Ongoing |
| -37.08% | Sep 30, 2003 | 1438 | Jun 17, 2009 | 481 | May 13, 2011 | 1919 |
| -32.90% | Nov 1, 1999 | 160 | Jun 20, 2000 | 275 | Jul 24, 2001 | 435 |
| -17.52% | Dec 5, 2016 | 30 | Jan 19, 2017 | 108 | Jun 23, 2017 | 138 |
| -15.28% | Jun 27, 2017 | 38 | Aug 21, 2017 | 26 | Sep 27, 2017 | 64 |
| -14.33% | Feb 11, 2003 | 10 | Feb 26, 2003 | 67 | Jun 3, 2003 | 77 |
| -10.62% | Jan 22, 2014 | 8 | Feb 3, 2014 | 97 | Jun 23, 2014 | 105 |
| -10.52% | Jun 24, 2016 | 83 | Oct 21, 2016 | 14 | Nov 10, 2016 | 97 |
| -10.23% | Jul 7, 2014 | 71 | Oct 15, 2014 | 61 | Jan 13, 2015 | 132 |
| -10.20% | Jan 13, 2015 | 7 | Jan 23, 2015 | 61 | Apr 22, 2015 | 68 |
| -9.52% | Jul 3, 2012 | 4 | Jul 10, 2012 | 133 | Jan 22, 2013 | 137 |
| -9.49% | May 8, 2002 | 111 | Oct 15, 2002 | 33 | Dec 2, 2002 | 144 |
| -9.15% | Oct 3, 2017 | 12 | Oct 19, 2017 | 10 | Nov 2, 2017 | 22 |
| -9.12% | Apr 23, 2015 | 57 | Jul 15, 2015 | 79 | Nov 4, 2015 | 136 |
| -9.00% | Aug 30, 2001 | 13 | Sep 25, 2001 | 24 | Oct 29, 2001 | 37 |
| -8.54% | Dec 21, 2001 | 49 | Mar 6, 2002 | 25 | Apr 11, 2002 | 74 |
| -7.41% | Dec 23, 2002 | 2 | Dec 26, 2002 | 7 | Jan 7, 2003 | 9 |
| -6.65% | Jul 24, 2003 | 11 | Aug 8, 2003 | 4 | Aug 14, 2003 | 15 |
| -5.72% | Nov 11, 2016 | 2 | Nov 15, 2016 | 2 | Nov 17, 2016 | 4 |
| -5.58% | Jun 6, 2003 | 21 | Jul 8, 2003 | 7 | Jul 17, 2003 | 28 |
| -5.24% | Jan 23, 2013 | 2 | Jan 25, 2013 | 46 | Apr 3, 2013 | 48 |
| -5.10% | Aug 1, 2011 | 24 | Sep 2, 2011 | 87 | Jan 9, 2012 | 111 |
| -5.10% | Nov 29, 2017 | 9 | Dec 12, 2017 | 3 | Dec 15, 2017 | 12 |
| -4.68% | Jul 23, 2013 | 16 | Aug 14, 2013 | 48 | Oct 22, 2013 | 64 |
| -4.38% | Aug 6, 2001 | 11 | Aug 21, 2001 | 4 | Aug 27, 2001 | 15 |