Performance analysis of Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA)
Annual Return
Over the past 3 years, UNMA has had an average annual return of +4.20%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, UNMA has had an average annual return of +2.86%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Jun 19, 2018, UNMA has had an average annual return of +5.13%, underperforming the benchmark SPY, which returned +15.31% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.13% | +4.38% | -0.36% | +12.61% | -2.57% | +0.21% | +8.70% | +26.37% | -6.26% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.64% | +0.90% | -1.89% | +2.97% | -1.44% | -0.96% | +1.13% | ||||||
| 2025 | +1.61% | +5.58% | +0.96% | -2.78% | +1.31% | -6.35% | +2.58% | +2.05% | +2.21% | -1.41% | +0.46% | -1.41% | +4.38% |
| 2024 | -0.28% | -0.47% | +1.79% | -0.96% | +0.89% | +4.46% | -3.96% | +2.06% | +1.49% | -1.78% | +3.55% | -6.60% | -0.36% |
| 2023 | +5.02% | -2.42% | +4.14% | -1.11% | -2.81% | +0% | +1.26% | -3.53% | -2.54% | +0.63% | +6.98% | +7.14% | +12.61% |
| 2022 | -0.15% | +0.16% | +3.30% | -4.37% | -1.61% | -2.43% | +8.40% | -5.14% | +2.88% | -10.15% | +12.06% | -3.55% | -2.57% |
| 2021 | -3.08% | -0.22% | +1.25% | -0.27% | +3.09% | -0.44% | +1.45% | -0.07% | +0.52% | +0.96% | -2.56% | -0.27% | +0.21% |
| 2020 | +2.67% | -5.80% | -11.19% | +5.51% | +1.91% | +2.36% | +6.34% | +2.21% | -1.92% | +1.69% | +4.43% | +1.58% | +8.70% |
| 2019 | +11.86% | +0.44% | +4.19% | -0.07% | +0.85% | +1.39% | +3.19% | +2.66% | +0.61% | -0.72% | -2.34% | +2.24% | +26.37% |
| 2018 | -0.32% | +0.96% | +2.34% | -0.24% | -0.79% | -3.00% | -5.19% | -6.26% |
Drawdown analysis of Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA)
The maximum drawdown for the UNMA was -41.66%, occurring on Mar 23, 2020. Recovery took 101 trading sessions.
The current UNMA drawdown is -3.34%.
Since Jun 19, 2018 UNMA has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.66% | Feb 10, 2020 | 29 | Mar 23, 2020 | 101 | Aug 14, 2020 | 130 |
| -15.18% | Nov 4, 2021 | 251 | Nov 3, 2022 | 272 | Dec 5, 2023 | 523 |
| -11.95% | Aug 30, 2018 | 81 | Dec 27, 2018 | 10 | Jan 11, 2019 | 91 |
| -9.00% | Sep 23, 2024 | 76 | Jan 13, 2025 | 167 | Sep 12, 2025 | 243 |
| -5.78% | Jan 5, 2021 | 5 | Jan 12, 2021 | 95 | May 28, 2021 | 100 |
| -5.63% | Aug 26, 2020 | 19 | Sep 23, 2020 | 38 | Nov 16, 2020 | 57 |
| -5.58% | Oct 16, 2019 | 35 | Dec 5, 2019 | 26 | Jan 14, 2020 | 61 |
| -4.79% | Sep 16, 2025 | 73 | Dec 30, 2025 | Ongoing | Ongoing | Ongoing |
| -4.30% | Jul 3, 2024 | 14 | Jul 24, 2024 | 35 | Sep 12, 2024 | 49 |
| -3.74% | Mar 19, 2024 | 18 | Apr 15, 2024 | 34 | Jun 3, 2024 | 52 |
| -3.43% | Aug 30, 2019 | 10 | Sep 16, 2019 | 9 | Sep 27, 2019 | 19 |
| -2.53% | Sep 16, 2021 | 12 | Oct 4, 2021 | 13 | Oct 21, 2021 | 25 |
| -2.31% | Jul 8, 2021 | 7 | Jul 19, 2021 | 9 | Jul 30, 2021 | 16 |
| -2.18% | Aug 5, 2021 | 15 | Aug 26, 2021 | 14 | Sep 16, 2021 | 29 |
| -2.05% | Jan 31, 2019 | 10 | Feb 14, 2019 | 9 | Feb 28, 2019 | 19 |
| -1.99% | Jan 11, 2019 | 3 | Jan 16, 2019 | 7 | Jan 28, 2019 | 10 |
| -1.95% | Mar 29, 2019 | 7 | Apr 9, 2019 | 35 | May 30, 2019 | 42 |
| -1.80% | Jun 1, 2021 | 7 | Jun 10, 2021 | 18 | Jul 7, 2021 | 25 |
| -1.66% | Dec 7, 2023 | 2 | Dec 11, 2023 | 2 | Dec 13, 2023 | 4 |
| -1.59% | Dec 29, 2023 | 12 | Jan 18, 2024 | 8 | Jan 30, 2024 | 20 |
| -1.52% | Nov 16, 2020 | 26 | Dec 23, 2020 | 5 | Dec 31, 2020 | 31 |
| -1.41% | Sep 30, 2019 | 5 | Oct 7, 2019 | 5 | Oct 14, 2019 | 10 |
| -1.34% | Mar 6, 2019 | 3 | Mar 11, 2019 | 4 | Mar 15, 2019 | 7 |
| -1.30% | Dec 31, 2020 | 1 | Jan 4, 2021 | 1 | Jan 5, 2021 | 2 |
| -1.27% | Jan 14, 2020 | 7 | Jan 24, 2020 | 4 | Jan 30, 2020 | 11 |