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UNM: Unum Group (STOCK)
Basic Info 52.36 0.56(1.06%) May 23
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/06/1986 |
Last Dividend Date: | 04/25/2024 |
12-Mo. Yield | 3.18% |
Expenses | - |
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Performance Analytics (As of 05/21/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/06/1986 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.8 | 17.5 | 18.5 | 24.6 | 13.3 | 7.9 | 10.9 | 9.5 | 7.8 | 13.7 | 73.6 | 11.9 | -16.2 | 2.6 | -45.2 | 25.9 | 35.2 | -2.6 | 1.3 | 71.8 | 1.0 | -11.6 | 26.0 | 6.9 | -20.7 | 16.0 | -7.2 | 29.0 | 16.1 | -7.8 | -32.1 | 0.7 | -13.8 | -44.3 | 8.6 | 53.7 | 33.7 | 49.0 | -26.7 | 0.5 | 33.1 | 76.6 | -1.3 | 80.8 | 49.0 | -30.3 | -4.0 |
Sharpe Ratio | NA | 3.71 | 0.68 | 0.67 | 0.26 | 0.19 | NA | NA | 0.15 | 0.3 | 1.98 | 0.33 | -0.2 | 0.04 | -1.35 | 1.55 | 1.19 | -0.12 | 0.06 | 3.36 | 0.05 | -0.34 | 0.86 | 0.09 | -0.26 | 0.41 | -0.37 | 1.19 | 0.47 | -0.11 | -0.96 | -0.05 | -0.25 | -0.87 | 0.16 | 1.85 | 1.5 | 2.05 | -1.07 | -0.07 | 1.17 | 2.74 | -0.2 | 3.86 | 2.03 | -0.91 | -1.6 |
Draw Down(%) | NA | 8.0 | 17.9 | 28.3 | 69.7 | 81.1 | NA | NA | 89.4 | 19.6 | 15.4 | 28.3 | 65.6 | 32.4 | 52.4 | 12.7 | 27.2 | 16.5 | 13.3 | 11.2 | 25.3 | 25.3 | 25.8 | 59.8 | 63.6 | 16.8 | 31.9 | 10.5 | 27.4 | 69.0 | 42.5 | 32.8 | 62.2 | 55.9 | 28.4 | 15.4 | 10.7 | 12.2 | 35.7 | 19.4 | 19.1 | 16.7 | 41.3 | 5.4 | 9.4 | 48.8 | 6.7 |
Standard Deviation(%) | NA | 14.8 | 22.2 | 32.5 | 46.4 | 37.5 | NA | NA | 39.6 | 31.5 | 36.6 | 35.9 | 80.5 | 28.9 | 34.5 | 16.4 | 29.4 | 22.4 | 19.3 | 21.4 | 20.9 | 34.2 | 30.2 | 75.2 | 83.8 | 32.1 | 28.5 | 22.5 | 32.1 | 79.0 | 34.7 | 35.6 | 72.2 | 54.9 | 33.1 | 27.0 | 20.0 | 22.0 | 27.6 | 22.7 | 26.0 | 26.5 | 32.7 | 19.4 | 21.7 | 37.5 | 17.6 |
Treynor Ratio | NA | 40.76 | 0.76 | 0.3 | 0.09 | 0.06 | NA | NA | 0.05 | 0.14 | 1.06 | 0.1 | -0.09 | 0.01 | -0.4 | 0.19 | 0.23 | -0.02 | 0.01 | 0.52 | 0.01 | -0.09 | 0.19 | 0.03 | -0.14 | 0.11 | -0.1 | 0.28 | 0.18 | -0.04 | -0.37 | -0.02 | -0.37 | -1.46 | 0.05 | 0.51 | 0.37 | 0.48 | -0.47 | -0.02 | 0.36 | 1.2 | -0.06 | 5.54 | 0.96 | -0.67 | -1.56 |
Alpha | NA | 0.17 | 0.05 | 0.07 | 0.01 | -0.01 | NA | NA | 0.01 | 0.0 | 0.29 | -0.05 | -0.1 | -0.13 | -0.2 | -0.01 | 0.06 | -0.01 | -0.05 | 0.07 | -0.06 | -0.05 | 0.02 | -0.12 | 0.27 | 0.05 | -0.08 | 0.09 | 0.04 | -0.12 | -0.05 | 0.06 | 0.04 | -0.21 | -0.05 | 0.07 | 0.05 | 0.05 | -0.12 | -0.02 | 0.1 | 0.16 | 0.03 | 0.21 | 0.13 | -0.14 | -0.08 |
Beta | NA | 0.01 | 0.2 | 0.72 | 1.31 | 1.28 | NA | NA | 1.13 | 0.7 | 0.69 | 1.2 | 1.77 | 1.43 | 1.16 | 1.35 | 1.54 | 1.06 | 1.16 | 1.39 | 1.19 | 1.31 | 1.4 | 2.35 | 1.5 | 1.23 | 1.06 | 0.96 | 0.84 | 1.95 | 0.9 | 0.72 | 0.48 | 0.33 | 0.97 | 0.98 | 0.82 | 0.93 | 0.63 | 0.82 | 0.85 | 0.6 | 1.04 | 0.14 | 0.46 | 0.51 | 0.18 |
RSquared | NA | 0.0 | 0.01 | 0.15 | 0.36 | 0.37 | NA | NA | 0.29 | 0.09 | 0.2 | 0.19 | 0.58 | 0.39 | 0.35 | 0.31 | 0.48 | 0.54 | 0.47 | 0.52 | 0.53 | 0.79 | 0.7 | 0.73 | 0.55 | 0.37 | 0.14 | 0.19 | 0.08 | 0.21 | 0.46 | 0.19 | 0.02 | 0.01 | 0.36 | 0.44 | 0.23 | 0.11 | 0.05 | 0.1 | 0.11 | 0.11 | 0.26 | 0.01 | 0.13 | 0.2 | 0.06 |
Yield(%) | N/A | 1.6 | 3.2 | 4.4 | 3.8 | 3.1 | 4.8 | 5.1 | N/A | 3.5 | 5.0 | 5.3 | 3.8 | 3.6 | 1.8 | 1.9 | 2.4 | 2.0 | 1.8 | 2.6 | 2.2 | 1.6 | 1.8 | 1.7 | 1.3 | 1.4 | 1.3 | 1.7 | 1.9 | 2.1 | 2.2 | 2.3 | 1.9 | 1.0 | 1.1 | 1.9 | 1.9 | 2.7 | 1.7 | 1.4 | 0.9 | 2.1 | 1.6 | 2.1 | 2.5 | 1.1 | 0.0 |
Dividend Growth(%) | N/A | -47.5 | 10.6 | 20.1 | 50.4 | 179.7 | 41.5 | N/A | N/A | 10.3 | 8.2 | 2.2 | 4.6 | 11.2 | 14.0 | 11.7 | 10.0 | 12.9 | 12.7 | 17.0 | 18.7 | 12.5 | 11.4 | 5.3 | 0.0 | 0.0 | 0.0 | 0.0 | -19.6 | -37.0 | 0.0 | 0.0 | 0.0 | 1.0 | -56.7 | 24.0 | 5.3 | 12.5 | 20.3 | 1.3 | -23.0 | 30.7 | 31.6 | 23.9 | 53.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/1986
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