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UFCS: United Fire Group, Inc. (STOCK)
Basic Info 28.4 0.22(0.77%) May 19
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/18/1980 |
| Last Dividend Date: | 03/07/2025 |
| 12-Mo. Yield | 2.71% |
| Expenses | - |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/18/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 0.4 | 23.6 | 0.9 | 7.0 | 2.5 | 4.7 | 1.4 | 7.6 | 45.3 | -24.3 | 20.5 | -5.5 | -40.3 | -18.9 | 31.1 | -5.0 | 31.3 | 32.3 | 6.6 | 34.5 | 11.3 | -6.7 | 26.1 | -39.4 | 9.0 | -16.2 | -11.5 | 21.5 | 70.2 | 23.3 | 19.5 | 49.0 | -9.3 | -32.7 | -24.0 | 25.5 | 25.9 | 51.8 | 6.4 | -6.0 | 38.3 | 30.4 | 4.9 | 7.8 | 17.3 | -21.2 | 52.3 | 97.0 | -48.4 | 0.8 | 11.8 | 20.3 | 14.6 |
| Sharpe Ratio | NA | 0.01 | 0.47 | -0.08 | 0.07 | 0.02 | NA | NA | 0.13 | 0.98 | -0.81 | 0.37 | -0.15 | -0.61 | -0.75 | 1.14 | -0.24 | 1.26 | 1.21 | 0.22 | 0.94 | 0.32 | -0.14 | 0.71 | -0.71 | 0.11 | -0.58 | -0.57 | 0.64 | 2.67 | 0.77 | 0.55 | 1.06 | -0.29 | -1.06 | -0.9 | 0.56 | 0.38 | 1.3 | 0.08 | -0.21 | 0.92 | 0.62 | -0.02 | 0.16 | 0.48 | -0.65 | 1.31 | 2.48 | -1.69 | -0.56 | 0.12 | 0.38 | 0.59 |
| Draw Down(%) | NA | 13.5 | 21.5 | 48.0 | 48.0 | 64.5 | NA | NA | 69.9 | 24.9 | 40.5 | 31.9 | 42.7 | 57.7 | 24.2 | 18.3 | 19.1 | 15.5 | 10.6 | 14.5 | 19.1 | 28.3 | 33.3 | 18.3 | 48.8 | 64.7 | 32.3 | 33.1 | 14.9 | 16.0 | 15.7 | 16.6 | 28.6 | 31.3 | 44.6 | 27.8 | 14.9 | 25.0 | 10.1 | 9.8 | 18.1 | 8.9 | 26.4 | 17.1 | 7.2 | 10.2 | 37.1 | 27.7 | 22.9 | 54.7 | 7.9 | 21.8 | 39.2 | 10.0 |
| Standard Deviation(%) | NA | 33.0 | 38.7 | 41.5 | 42.6 | 38.6 | NA | NA | 37.7 | 39.7 | 35.6 | 52.4 | 38.1 | 66.6 | 27.2 | 26.2 | 23.8 | 24.7 | 26.7 | 30.1 | 36.8 | 35.6 | 47.1 | 36.8 | 55.8 | 74.2 | 33.4 | 26.0 | 30.1 | 25.9 | 29.4 | 33.4 | 44.9 | 46.6 | 33.9 | 30.3 | 39.1 | 58.3 | 36.9 | 40.8 | 39.2 | 38.7 | 42.8 | 20.9 | 13.0 | 26.5 | 38.7 | 36.4 | 37.0 | 32.5 | 9.5 | 34.7 | 26.8 | 18.7 |
| Treynor Ratio | NA | 0.0 | 0.23 | -0.06 | 0.04 | 0.01 | NA | NA | 0.05 | 0.33 | -0.46 | 0.42 | -0.05 | -0.3 | -0.34 | 0.71 | -0.05 | 0.34 | 0.35 | 0.06 | 0.23 | 0.09 | -0.04 | 0.21 | -0.26 | 0.06 | -0.15 | -0.18 | 0.2 | 0.87 | 0.27 | 0.33 | 1.87 | -0.54 | -1.46 | -0.69 | 42.94 | -1.75 | 9.61 | 0.18 | -0.97 | 1.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.07 | -0.01 | 0.01 | -0.01 | NA | NA | 0.03 | 0.08 | -0.15 | 0.16 | -0.09 | -0.25 | -0.14 | 0.12 | -0.1 | 0.07 | 0.12 | -0.01 | -0.03 | -0.01 | -0.01 | 0.03 | -0.31 | 0.35 | -0.08 | -0.09 | 0.07 | 0.18 | 0.0 | 0.14 | 0.2 | 0.0 | -0.17 | -0.13 | 0.11 | 0.15 | 0.17 | 0.05 | -0.01 | 0.14 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.52 | 0.79 | 0.61 | 0.74 | 0.89 | NA | NA | 0.91 | 1.18 | 0.63 | 0.45 | 1.06 | 1.33 | 0.6 | 0.42 | 1.14 | 0.92 | 0.92 | 1.18 | 1.52 | 1.22 | 1.5 | 1.24 | 1.53 | 1.4 | 1.29 | 0.82 | 0.96 | 0.79 | 0.84 | 0.55 | 0.25 | 0.25 | 0.25 | 0.4 | 0.01 | -0.13 | 0.05 | 0.19 | 0.08 | 0.33 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.2 | 0.15 | 0.08 | 0.1 | 0.19 | NA | NA | 0.15 | 0.13 | 0.06 | 0.05 | 0.15 | 0.49 | 0.08 | 0.08 | 0.12 | 0.25 | 0.28 | 0.21 | 0.22 | 0.2 | 0.6 | 0.38 | 0.6 | 0.59 | 0.38 | 0.11 | 0.11 | 0.12 | 0.22 | 0.17 | 0.02 | 0.02 | 0.02 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.6 | 2.8 | 2.1 | 2.7 | 3.9 | 4.6 | 2.4 | N/A | 3.1 | 2.3 | 2.7 | 2.4 | 2.6 | 2.4 | 9.3 | 2.2 | 2.6 | 3.0 | 2.8 | 3.0 | 2.9 | 2.6 | 3.2 | 2.0 | 2.0 | 1.6 | 1.2 | 1.4 | 2.7 | 2.2 | 2.6 | 3.6 | 3.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -75.0 | 0.0 | -33.3 | -59.3 | 98.0 | 214.7 | 754.3 | N/A | 0.0 | 1.6 | 5.0 | -47.4 | -12.3 | -69.1 | 286.2 | 12.4 | 12.8 | 10.3 | 13.0 | 15.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.1 | 12.1 | 3.1 | -11.1 | 41.4 | 4.9 | 1.1 | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/18/1980
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