Performance analysis of Unum Group (UNM)
Annual Return
Over the past 3 years, UNM has had an average annual return of +25.27%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, UNM has had an average annual return of +30.44%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, UNM has had an average annual return of +14.21%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, UNM has had an average annual return of +6.51%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.41% | +8.55% | +66.32% | +13.66% | +73.61% | +11.86% | -16.32% | +2.61% | -45.23% | +27.18% | +35.14% | -2.58% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +1.27% | +71.82% | +1.04% | -11.62% | +26% | +6.89% | -20.61% | +15.99% | -7.26% | +28.95% | +16.08% | -7.81% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -32.12% | +0.76% | -13.90% | +2.63% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.38% | -5.58% | +1.81% | +10.72% | +3.55% | +7.41% | -1.14% | +15.41% | |||||
| 2025 | +4.99% | +7.92% | -1.01% | -4.16% | +5.22% | -1.16% | -10.58% | -2.72% | +11.34% | -5.03% | +3.47% | +2.01% | +8.55% |
| 2024 | +7.73% | +2.30% | +8.51% | -4.84% | +6.23% | -5.11% | +13.45% | -3.55% | +7.12% | +8.71% | +19.82% | -5.03% | +66.32% |
| 2023 | +3.25% | +5.99% | -11.20% | +7.53% | +2.96% | +9.78% | +2.67% | +1.19% | -0% | +0.16% | -12.07% | +5.16% | +13.66% |
| 2022 | +4.52% | +10.01% | +12.86% | -2.22% | +19.43% | -6.67% | -4.40% | +17.58% | +2.51% | +18.37% | -7.48% | -2.73% | +73.61% |
| 2021 | +2.45% | +13.98% | +5.10% | +2.55% | +9.59% | -8.30% | -2.47% | -2.85% | -5.87% | +2.78% | -9.31% | +6.36% | +11.86% |
| 2020 | -7.52% | -12.66% | -35.61% | +18.42% | -13.18% | +9.50% | +5.59% | +7.25% | -8.93% | +6.69% | +25.89% | +3.19% | -16.32% |
| 2019 | +19.21% | +7.48% | -9.45% | +9.91% | -14.70% | +6.54% | -3.95% | -20.47% | +16.95% | -6.40% | +11.61% | -5.14% | +2.61% |
| 2018 | -2.70% | -4.19% | -6.57% | +2.09% | -19.78% | -4.69% | +8.12% | -7.17% | +5.94% | -6.49% | -0.97% | -18.19% | -45.23% |
| 2017 | +3.86% | +7.48% | -3.97% | -0.77% | -2.92% | +3.67% | +8.01% | -3.89% | +6.12% | +2.23% | +8.80% | -3.05% | +27.18% |
Drawdown analysis of Unum Group (UNM)
The maximum drawdown for the UNM was -81.89%, occurring on Mar 11, 2003. Recovery took 2520 trading sessions.
The current UNM drawdown is -4.69%.
Since Nov 1, 1999 UNM has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.89% | Nov 19, 1999 | 827 | Mar 11, 2003 | 2520 | Mar 14, 2013 | 3347 |
| -81.06% | Jan 12, 2018 | 550 | Mar 23, 2020 | 823 | Jun 29, 2023 | 1373 |
| -34.97% | Jul 29, 2015 | 136 | Feb 11, 2016 | 74 | May 27, 2016 | 210 |
| -18.77% | May 31, 2016 | 19 | Jun 27, 2016 | 75 | Oct 12, 2016 | 94 |
| -17.95% | Oct 17, 2023 | 22 | Nov 16, 2023 | 75 | Mar 7, 2024 | 97 |
| -16.84% | Mar 24, 2025 | 94 | Aug 7, 2025 | 182 | Apr 29, 2026 | 276 |
| -14.80% | Sep 2, 2014 | 102 | Jan 28, 2015 | 92 | Jun 10, 2015 | 194 |
| -12.26% | Dec 26, 2013 | 25 | Feb 3, 2014 | 20 | Mar 4, 2014 | 45 |
| -11.78% | Mar 1, 2017 | 67 | Jun 6, 2017 | 37 | Jul 28, 2017 | 104 |
| -11.15% | Aug 1, 2013 | 18 | Aug 27, 2013 | 52 | Nov 8, 2013 | 70 |
| -10.05% | Apr 3, 2024 | 51 | Jun 14, 2024 | 21 | Jul 17, 2024 | 72 |
| -9.58% | Mar 10, 2014 | 34 | Apr 28, 2014 | 84 | Aug 26, 2014 | 118 |
| -8.60% | Aug 4, 2017 | 23 | Sep 7, 2017 | 14 | Sep 27, 2017 | 37 |
| -8.51% | Nov 27, 2024 | 14 | Dec 18, 2024 | 26 | Jan 29, 2025 | 40 |
| -8.42% | Mar 28, 2013 | 14 | Apr 18, 2013 | 14 | May 8, 2013 | 28 |
| -8.20% | Jul 31, 2024 | 3 | Aug 5, 2024 | 34 | Sep 23, 2024 | 37 |
| -6.25% | Feb 28, 2025 | 9 | Mar 13, 2025 | 7 | Mar 24, 2025 | 16 |
| -6.16% | Dec 8, 2017 | 6 | Dec 18, 2017 | 15 | Jan 10, 2018 | 21 |
| -6.07% | May 15, 2013 | 7 | May 24, 2013 | 19 | Jun 21, 2013 | 26 |
| -6.03% | Jun 23, 2015 | 10 | Jul 8, 2015 | 12 | Jul 24, 2015 | 22 |
| -5.64% | Jun 12, 2026 | 18 | Jul 10, 2026 | Ongoing | Ongoing | Ongoing |
| -4.94% | Aug 7, 2023 | 22 | Sep 7, 2023 | 27 | Oct 16, 2023 | 49 |
| -4.76% | Feb 5, 2025 | 8 | Feb 18, 2025 | 7 | Feb 27, 2025 | 15 |
| -4.31% | Oct 12, 2016 | 9 | Oct 25, 2016 | 11 | Nov 9, 2016 | 20 |
| -3.80% | Nov 2, 1999 | 1 | Nov 3, 1999 | 2 | Nov 5, 1999 | 3 |