Unum Group (UNM) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$30,328
Total Return
203.28%
CAGR
24.85%
Dividends
$2,718.13
Yield on Cost
27.18%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.10% |
| Median | +2.36% |
| Best | +25.05% |
| Worst | -17.30% |
| % of Windows Positive | 62.2% |
1-Year (252 Trading Days)
| Average | +34.59% |
| Median | +29.38% |
| Best | +93.41% |
| Worst | -12.53% |
| % of Windows Positive | 95.0% |
3-Year (756 Trading Days)
| Average | +134.79% |
| Median | +118.93% |
| Best | +265.99% |
| Worst | +68.87% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -28.60% |
| Average Drawdown | -7.17% |
| Drawdown Duration | 200 Trading Days |
| Sortino Ratio | 1.30 |
| Calmar Ratio | 0.87 |
| CVaR (5%) | -4.30% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +0.52% (+1.85% ann.) | +$52.23 | $59.36 | $11.87 | $0.09 |
| 2025 | +8.06% | +$805.66 | $242.65 | $48.53 | $0.39 |
| 2024 | +65.34% | +$6534.04 | $350.49 | $70.10 | $0.56 |
| 2023 | +12.96% | +$1296.02 | $342.09 | $68.42 | $0.55 |
| 2022 | +72.27% | +$7226.65 | $519.71 | $103.94 | $0.83 |
| 2021 | +10.89% | +$1088.52 | $516.87 | $103.37 | $0.83 |
| 2020 | -17.35% | $1734.63 | $397.63 | $79.52 | $0.64 |
| 2019 | +1.92% | +$191.76 | $374.49 | $74.90 | $0.60 |
| 2018 | -45.48% | $4548.25 | $179.60 | $35.92 | $0.29 |
| 2017 | +26.73% | +$2672.64 | $196.84 | $39.37 | $0.31 |
| 2016 | +34.49% | +$3448.70 | $233.06 | $46.61 | $0.37 |
| 2015 | -2.98% | $298.14 | $201.97 | $40.39 | $0.32 |
| 2014 | +0.89% | +$89.49 | $177.73 | $35.55 | $0.28 |
| 2013 | +71.14% | +$7113.87 | $265.86 | $53.17 | $0.43 |
| 2012 | +0.59% | +$58.88 | $224.49 | $44.90 | $0.36 |
| 2011 | -11.90% | $1190.23 | $164.26 | $32.85 | $0.26 |
| 2010 | +25.62% | +$2562.11 | $181.17 | $36.23 | $0.29 |
| 2009 | +6.51% | +$650.60 | $170.94 | $34.19 | $0.27 |
| 2008 | -20.86% | $2086.01 | $126.63 | $25.33 | $0.20 |
| 2007 | +15.69% | +$1568.80 | $144.96 | $28.99 | $0.23 |
| 2006 | -7.54% | $753.58 | $132.44 | $26.49 | $0.21 |
| 2005 | +28.52% | +$2851.81 | $168.11 | $33.62 | $0.27 |
| 2004 | +15.61% | +$1561.44 | $191.34 | $38.27 | $0.30 |
| 2003 | -8.28% | $827.85 | $214.12 | $42.82 | $0.34 |
| 2002 | -32.47% | $3246.56 | $224.84 | $44.97 | $0.36 |
| 2001 | +0.35% | +$34.74 | $221.61 | $44.32 | $0.35 |
| 2000 | -14.38% | $1437.55 | $186.19 | $37.24 | $0.30 |
| 1999 | -44.46% | $4445.67 | $101.77 | $20.35 | $0.16 |
| 1998 | +8.35% | +$835.14 | $108.14 | $21.63 | $0.17 |
| 1997 | +53.04% | +$5304.15 | $248.00 | $49.60 | $0.40 |
| 1996 | +33.28% | +$3327.69 | $199.28 | $39.86 | $0.32 |
| 1995 | +48.33% | +$4833.38 | $276.15 | $55.23 | $0.44 |
| 1994 | -26.99% | $2699.48 | $176.20 | $35.24 | $0.28 |
| 1993 | +0.20% | +$20.04 | $144.96 | $28.99 | $0.23 |
| 1992 | +32.82% | +$3282.14 | $175.88 | $35.18 | $0.28 |
| 1991 | +76.00% | +$7599.56 | $211.32 | $42.26 | $0.34 |
| 1990 | -1.58% | $157.97 | $156.99 | $31.40 | $0.25 |
| 1989 | +80.20% | +$8020.36 | $212.31 | $42.46 | $0.34 |
| 1988 | +48.36% | +$4836.47 | $250.30 | $50.06 | $0.40 |
| 1987 | -30.51% | $3050.69 | $111.95 | $22.39 | $0.19 |
| 1986 partial | -4.02% (-23.84% ann.) | $401.79 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -45.38% | -12.35% | $4537.96 | $1245.75 | $249.15 | $2.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +47.90% | +16.42% | +$4790.09 | $1242.20 | $248.44 | $1.99 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +50.89% | +8.58% | +$5088.54 | $923.71 | $184.74 | $1.48 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -67.17% | -54.54% | $6716.96 | $178.69 | $35.74 | $0.28 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +104.76% | +23.65% | +$10476.30 | $1297.14 | $259.43 | $2.08 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +83.48% | +8.35% | +$8347.80 | $3522.06 | $704.41 | $5.64 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -65.54% | -100.00% | $6553.78 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +44.21% | +80.23% | +$4421.12 | $662.05 | $132.41 | $1.06 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +19.61% | +18.52% | +$1961.02 | $571.97 | $114.39 | $0.91 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +97.16% | +105.61% | +$9716.20 | $552.78 | $110.56 | $0.88 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +38.56% | +19.24% | +$3856.20 | $609.63 | $121.93 | $0.98 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +41.82% | +24.94% | +$4181.59 | $475.22 | $95.04 | $0.76 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-01-20 | $0.0250 | 0.33% |
| 1987-04-21 | $0.0250 | 0.43% |
| 1987-07-21 | $0.0250 | 0.42% |
| 1988-01-19 | $0.0250 | 0.52% |
| 1988-04-19 | $0.0300 | 0.56% |
| 1988-07-19 | $0.0300 | 0.51% |
| 1988-10-25 | $0.0300 | 0.48% |
| 1989-01-24 | $0.0300 | 0.45% |
| 1989-04-18 | $0.0375 | 0.47% |
| 1989-07-25 | $0.0375 | 0.42% |
| 1989-10-24 | $0.0375 | 0.36% |
| 1990-01-23 | $0.0375 | 0.31% |
| 1990-04-24 | $0.0500 | 0.46% |
| 1990-07-24 | $0.0500 | 0.38% |
| 1990-10-23 | $0.0500 | 0.51% |
| 1991-01-22 | $0.0500 | 0.44% |
| 1991-04-23 | $0.0650 | 0.42% |
| 1991-07-23 | $0.0650 | 0.38% |
| 1991-10-22 | $0.0650 | 0.39% |
| 1992-01-21 | $0.0650 | 0.34% |
| 1992-03-17 | $0.0825 | 0.44% |
| 1992-04-21 | $0.0825 | 0.49% |
| 1992-07-21 | $0.0825 | 0.40% |
| 1992-10-20 | $0.0415 | 0.19% |
| 1993-01-19 | $0.0825 | 0.31% |
| 1993-04-20 | $0.1000 | 0.37% |
| 1993-07-20 | $0.1000 | 0.36% |
| 1993-10-19 | $0.1000 | 0.37% |
| 1994-01-25 | $0.1000 | 0.41% |
| 1994-04-19 | $0.1200 | 0.43% |
| 1994-07-19 | $0.1200 | 0.55% |
| 1994-10-25 | $0.1200 | 0.53% |
| 1995-01-24 | $0.1200 | 0.57% |
| 1995-04-18 | $0.1325 | 0.60% |
| 1995-07-27 | $0.1325 | 0.57% |
| 1995-10-26 | $0.1325 | 0.51% |
| 1996-01-25 | $0.1325 | 0.45% |
| 1996-04-25 | $0.1375 | 0.45% |
| 1996-07-25 | $0.1375 | 0.47% |
| 1996-10-24 | $0.1375 | 0.42% |
| 1997-01-23 | $0.1375 | 0.37% |
| 1997-02-25 | $0.0915 | 0.24% |
| 1997-03-25 | $0.0915 | 0.24% |
| 1997-04-24 | $0.1425 | 0.40% |
| 1997-07-24 | $0.1420 | 0.29% |
| 1997-10-23 | $0.1420 | 0.29% |
| 1997-12-26 | $0.1420 | 0.28% |
| 1998-01-22 | $0.1420 | 0.28% |
| 1998-04-23 | $0.1480 | 0.27% |
| 1998-07-23 | $0.1480 | 0.26% |
| 1998-10-22 | $0.1480 | 0.29% |
| 1999-01-21 | $0.1480 | 0.25% |
| 1999-04-22 | $0.1480 | 0.31% |
| 1999-08-04 | $0.1480 | 0.41% |
| 1999-11-03 | $0.1480 | 0.44% |
| 2000-01-27 | $0.1480 | 0.54% |
| 2000-04-19 | $0.1480 | 0.94% |
| 2000-07-27 | $0.1480 | 0.72% |
| 2000-10-26 | $0.1480 | 0.54% |
| 2001-01-25 | $0.1480 | 0.50% |
| 2001-04-26 | $0.1480 | 0.50% |
| 2001-07-26 | $0.1480 | 0.48% |
| 2001-10-25 | $0.1480 | 0.61% |
| 2002-01-24 | $0.1480 | 0.53% |
| 2002-04-25 | $0.1480 | 0.53% |
| 2002-07-25 | $0.1480 | 0.80% |
| 2002-10-24 | $0.1480 | 0.72% |
| 2003-01-23 | $0.1480 | 0.80% |
| 2003-05-01 | $0.0750 | 0.65% |
| 2003-07-24 | $0.0750 | 0.58% |
| 2003-10-23 | $0.0750 | 0.49% |
| 2004-01-22 | $0.0750 | 0.48% |
| 2004-04-22 | $0.0750 | 0.49% |
| 2004-07-22 | $0.0750 | 0.48% |
| 2004-10-21 | $0.0750 | 0.56% |
| 2005-01-27 | $0.0750 | 0.44% |
| 2005-04-21 | $0.0750 | 0.47% |
| 2005-07-21 | $0.0750 | 0.38% |
| 2005-10-27 | $0.0750 | 0.39% |
| 2006-01-26 | $0.0750 | 0.33% |
| 2006-04-20 | $0.0750 | 0.39% |
| 2006-07-27 | $0.0750 | 0.45% |
| 2006-10-26 | $0.0750 | 0.37% |
| 2007-01-25 | $0.0750 | 0.37% |
| 2007-04-26 | $0.0750 | 0.29% |
| 2007-07-26 | $0.0750 | 0.30% |
| 2007-10-25 | $0.0750 | 0.32% |
| 2008-01-24 | $0.0750 | 0.37% |
| 2008-04-24 | $0.0750 | 0.33% |
| 2008-07-24 | $0.0750 | 0.33% |
| 2008-10-23 | $0.0750 | 0.45% |
| 2009-01-22 | $0.0750 | 0.46% |
| 2009-04-23 | $0.0750 | 0.52% |
| 2009-07-29 | $0.0830 | 0.45% |
| 2009-10-22 | $0.0830 | 0.39% |
| 2010-01-21 | $0.0830 | 0.39% |
| 2010-04-22 | $0.0830 | 0.32% |
| 2010-07-28 | $0.0930 | 0.41% |
| 2010-10-21 | $0.0930 | 0.42% |
| 2011-01-27 | $0.0930 | 0.36% |
| 2011-04-20 | $0.0930 | 0.36% |
| 2011-07-27 | $0.1050 | 0.42% |
| 2011-10-27 | $0.1050 | 0.44% |
| 2012-01-26 | $0.1050 | 0.45% |
| 2012-04-26 | $0.1050 | 0.44% |
| 2012-07-26 | $0.1300 | 0.70% |
| 2012-10-25 | $0.1300 | 0.64% |
| 2013-01-24 | $0.1300 | 0.56% |
| 2013-04-25 | $0.1300 | 0.48% |
| 2013-07-25 | $0.1450 | 0.46% |
| 2013-10-24 | $0.1450 | 0.47% |
| 2014-01-29 | $0.1450 | 0.45% |
| 2014-04-24 | $0.1450 | 0.43% |
| 2014-07-24 | $0.1650 | 0.47% |
| 2014-10-29 | $0.1650 | 0.48% |
| 2015-01-28 | $0.1650 | 0.52% |
| 2015-04-23 | $0.1650 | 0.49% |
| 2015-07-29 | $0.1850 | 0.50% |
| 2015-10-28 | $0.1850 | 0.56% |
| 2016-01-27 | $0.1850 | 0.67% |
| 2016-04-27 | $0.1850 | 0.54% |
| 2016-07-27 | $0.2000 | 0.61% |
| 2016-10-27 | $0.2000 | 0.57% |
| 2017-01-26 | $0.2000 | 0.43% |
| 2017-04-26 | $0.2000 | 0.42% |
| 2017-07-27 | $0.2300 | 0.48% |
| 2017-10-27 | $0.2300 | 0.43% |
| 2018-01-26 | $0.2300 | 0.42% |
| 2018-04-27 | $0.2300 | 0.48% |
| 2018-07-27 | $0.2600 | 0.67% |
| 2018-10-26 | $0.2600 | 0.75% |
| 2019-01-25 | $0.2600 | 0.76% |
| 2019-04-26 | $0.2600 | 0.71% |
| 2019-07-26 | $0.2850 | 0.87% |
| 2019-10-25 | $0.2850 | 0.99% |
| 2020-01-30 | $0.2850 | 1.03% |
| 2020-04-24 | $0.2850 | 1.92% |
| 2020-07-30 | $0.2850 | 1.57% |
| 2020-10-29 | $0.2850 | 1.72% |
| 2021-01-28 | $0.2850 | 1.15% |
| 2021-04-29 | $0.2850 | 0.99% |
| 2021-07-29 | $0.3000 | 1.08% |
| 2021-10-28 | $0.3000 | 1.11% |
| 2022-01-27 | $0.3000 | 1.14% |
| 2022-04-28 | $0.3000 | 0.95% |
| 2022-07-28 | $0.3300 | 1.00% |
| 2022-10-27 | $0.3300 | 0.74% |
| 2023-01-26 | $0.3300 | 0.80% |
| 2023-04-27 | $0.3300 | 0.82% |
| 2023-07-27 | $0.3650 | 0.75% |
| 2023-10-26 | $0.3650 | 0.76% |
| 2024-01-25 | $0.3650 | 0.78% |
| 2024-04-25 | $0.3650 | 0.70% |
| 2024-07-26 | $0.4200 | 0.79% |
| 2024-10-25 | $0.4200 | 0.66% |
| 2025-01-24 | $0.4200 | 0.56% |
| 2025-04-25 | $0.4200 | 0.53% |
| 2025-07-25 | $0.4600 | 0.57% |
| 2025-10-24 | $0.4600 | 0.60% |
| 2026-01-30 | $0.4600 | 0.60% |
| Total | 160 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-04-29 | $98.14 | $19.63 | $0.16 | 2.7131 |
| 2021-07-29 | $104.12 | $20.82 | $0.17 | 3.0054 |
| 2021-10-28 | $105.02 | $21.00 | $0.17 | 3.1275 |
| 2022-01-27 | $105.96 | $21.19 | $0.17 | 3.3412 |
| 2022-04-28 | $106.96 | $21.39 | $0.17 | 2.7093 |
| 2022-07-28 | $118.55 | $23.71 | $0.19 | 2.9746 |
| 2022-10-27 | $119.53 | $23.91 | $0.19 | 2.1303 |
| 2023-01-26 | $120.24 | $24.05 | $0.19 | 2.3076 |
| 2023-04-27 | $121.00 | $24.20 | $0.19 | 2.3408 |
| 2023-07-27 | $134.69 | $26.94 | $0.22 | 2.2076 |
| 2023-10-26 | $135.49 | $27.10 | $0.22 | 2.2291 |
| 2024-01-25 | $136.31 | $27.26 | $0.22 | 2.3022 |
| 2024-04-25 | $137.14 | $27.43 | $0.22 | 2.1320 |
| 2024-07-26 | $158.71 | $31.74 | $0.25 | 2.3800 |
| 2024-10-25 | $159.71 | $31.94 | $0.26 | 2.0676 |
| 2025-01-24 | $160.57 | $32.11 | $0.26 | 1.7091 |
| 2025-04-25 | $161.29 | $32.26 | $0.26 | 1.6411 |
| 2025-07-25 | $177.41 | $35.48 | $0.28 | 1.7539 |
| 2025-10-24 | $178.21 | $35.64 | $0.28 | 1.8702 |
| 2026-01-30 | $179.08 | $35.82 | $0.29 | 1.8820 |
| Total | $2718.13 | $543.63 | $4.35 | 46.8247 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.