Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNMA (Unum Group) | 1.48% | -0.10% | 4.87% | 3.02% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNMA (Unum Group) | 06/20/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.61 | -0.10 | 4.87 | 3.02 | NA | NA | NA | … | … | 1.48 | 4.42 | -0.31 | 12.65 | -2.48 | 0.25 | 8.68 | 26.37 | -6.18 |
| Sharpe Ratio | NA | -0.21 | 0.25 | 0.04 | NA | NA | NA | … | … | 0.42 | 0.15 | -0.46 | 0.55 | -0.23 | 0.02 | 0.19 | 2.61 | -1.29 |
| Standard Deviation(%) | NA | 7.94 | 9.82 | 12.56 | NA | NA | NA | … | … | 6.48 | 9.99 | 8.50 | 16.44 | 17.21 | 9.40 | 43.83 | 9.53 | 10.04 |
| Draw Down(%) | NA | 6.35 | 9.69 | 15.18 | NA | NA | NA | … | … | 3.70 | 7.78 | 7.68 | 11.37 | 14.61 | 5.78 | 41.65 | 5.59 | 11.96 |
| Yield(%) | 1.68 | 6.44 | 6.55 | 5.81 | 5.03 | 3.35 | 2.52 | … | … | 3.35 | 6.47 | 6.24 | 6.49 | 6.00 | 5.73 | 5.72 | 6.63 | 3.40 |
Data as of 06/05/2026, Common starting date is 06/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNMA (Unum Group) |
-0.65%
Oct 2019 – Oct 2022 |
2.77%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNMA (Unum Group) |
11.25%
Dec 2018 – Dec 2021 |
8.63%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart