Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNM (Unum Group) | 13.40% | 11.15% | 28.72% | 26.19% | 12.61% | 11.72% | 10.96% | … | … |
Data as of 06/05/2026, Common starting date is 11/06/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNM (Unum Group) | 11/06/1986 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.34 | 11.15 | 28.72 | 26.19 | 12.61 | 11.72 | 10.96 | … | … | 13.40 | 8.56 | 66.31 | 13.72 | 73.56 | 11.87 | -16.22 | 2.63 | -45.22 | 25.91 | 35.16 | -2.56 | 1.26 | 71.84 | 1.05 | -11.62 | 26.00 | 6.88 | -20.65 | 15.97 | -7.24 | 28.96 | 16.07 | -7.78 | -32.10 | 0.73 | -13.84 | -44.30 | 8.55 | 53.72 | 33.74 | 49.02 | -26.70 | 0.48 | 33.08 | 76.57 | -1.25 | 80.82 | 48.98 | -30.34 | -4.02 |
| Sharpe Ratio | NA | 0.08 | 0.89 | 0.77 | 0.27 | NA | NA | … | … | 0.93 | 0.19 | 3.12 | 0.32 | 1.98 | 0.33 | -0.20 | 0.04 | -1.35 | 1.55 | 1.19 | -0.12 | 0.06 | 3.36 | 0.05 | -0.34 | 0.86 | 0.09 | -0.26 | 0.40 | -0.38 | 1.19 | 0.47 | -0.11 | -0.96 | -0.05 | -0.25 | -0.87 | 0.15 | 1.84 | 1.49 | 2.05 | -1.08 | -0.07 | 1.17 | 2.73 | -0.21 | 3.85 | 2.02 | -0.92 | -1.61 |
| Standard Deviation(%) | NA | 25.04 | 25.17 | 30.22 | 37.94 | NA | NA | … | … | 21.66 | 30.11 | 20.13 | 31.50 | 36.60 | 35.91 | 80.48 | 28.89 | 34.54 | 16.37 | 29.40 | 22.45 | 19.33 | 21.37 | 20.86 | 34.22 | 30.24 | 75.19 | 83.76 | 32.12 | 28.54 | 22.46 | 32.10 | 79.04 | 34.69 | 35.62 | 72.20 | 54.87 | 33.06 | 27.01 | 19.99 | 22.02 | 27.61 | 22.71 | 26.00 | 26.47 | 32.70 | 19.44 | 21.71 | 37.54 | 17.61 |
| Draw Down(%) | NA | 16.06 | 17.94 | 28.28 | 81.06 | NA | NA | … | … | 11.55 | 16.83 | 10.05 | 19.60 | 15.43 | 28.28 | 65.64 | 32.41 | 52.42 | 12.66 | 27.21 | 16.50 | 13.28 | 11.16 | 25.28 | 25.35 | 25.81 | 59.80 | 63.57 | 16.78 | 31.95 | 10.51 | 27.44 | 68.98 | 42.53 | 32.81 | 62.17 | 55.85 | 28.36 | 15.42 | 10.71 | 12.24 | 35.72 | 19.36 | 19.12 | 16.71 | 41.31 | 5.44 | 9.44 | 48.76 | 6.70 |
| Yield(%) | 0.00 | 2.30 | 3.77 | 4.73 | 3.45 | 4.12 | 4.80 | … | … | 1.19 | 2.41 | 3.44 | 3.45 | 4.98 | 5.30 | 3.85 | 3.63 | 1.79 | 1.94 | 2.35 | 2.01 | 1.81 | 2.56 | 2.18 | 1.59 | 1.77 | 1.71 | 1.28 | 1.44 | 1.30 | 1.71 | 1.86 | 2.05 | 2.23 | 2.33 | 1.94 | 1.04 | 1.08 | 1.88 | 1.95 | 2.71 | 1.74 | 1.43 | 0.95 | 2.09 | 1.57 | 2.13 | 2.49 | 1.10 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/06/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNM (Unum Group) |
-29.97%
Mar 2017 – Mar 2020 |
-27.73%
Mar 1998 – Mar 2003 |
-12.06%
Feb 1999 – Feb 2009 |
-4.46%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNM (Unum Group) |
54.34%
Nov 2021 – Nov 2024 |
46.00%
Mar 2020 – Mar 2025 |
30.30%
Dec 1987 – Dec 1997 |
14.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart