AGO vs UNMA

Comparison between Assured Guaranty Ltd (AGO, Company) and Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company).

5-Year PerformanceAGO has outperformed UNMA, delivering a return of +14.6% compared to +1.6%

AGO vs UNMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGO(COMPANY)	UNMA(COMPANY)
Market Cap	$3.77B	$3.80B
Max Drawdown	90.40%	42.85%
Sharpe Ratio	0.02	-0.76
5Y Beta	0.54	0.16
Industry	Insurance - Specialty	N/A
P/E Ratio	9.39	4.99
Forward P/E	12.94	N/A
PEG Ratio	2.68	N/A
Dividend Yield	1.65%	4.43%
5Y Dividends CAGR	16.77%	-0.02%
5Y EPS CAGR	11.26%	11.95%
Debt to Equity	30.77%	0.00%
Free Cash Flow Yield	9.61%	14.19%
P/S Ratio	4.59	N/A
P/B Ratio	0.68	N/A

Market Cap

AGO

$3.77B

Winner

UNMA

$3.80B

Max Drawdown

AGO

90.40%

Winner

UNMA

42.85%

Sharpe Ratio

Winner

AGO

0.02

UNMA

-0.76

5Y Beta

AGO

0.54

Winner

UNMA

0.16

Industry

AGO

Insurance - Specialty

UNMA

N/A

P/E Ratio

AGO

9.39

Winner

UNMA

4.99

Forward P/E

AGO

12.94

UNMA

N/A

PEG Ratio

AGO

2.68

UNMA

N/A

Dividend Yield

AGO

1.65%

Winner

UNMA

4.43%

5Y Dividends CAGR

Winner

AGO

16.77%

UNMA

-0.02%

5Y EPS CAGR

AGO

11.26%

Winner

UNMA

11.95%

Debt to Equity

AGO

30.77%

Winner

UNMA

0.00%

Free Cash Flow Yield

AGO

9.61%

Winner

UNMA

14.19%

P/S Ratio

AGO

4.59

UNMA

N/A

P/B Ratio

AGO

0.68

UNMA

N/A

AGO vs UNMA - Historical Returns

Returns include dividend reinvestment.

Period	AGO	UNMA
1 month	+7.78%	-2.47%
3 months	+1.56%	-8.52%
6 months	+2.12%	-6.98%
1 year	+1.67%	-2.39%
5 years(CAGR)	+14.63%	+1.56%
10 years(CAGR)	+14.23%	+4.26%
Max(CAGR)	+8.84%	+4.26%

Winner

AGO

+7.78%

UNMA

-2.47%

Winner

AGO

+1.56%

UNMA

-8.52%

Winner

AGO

+2.12%

UNMA

-6.98%

Winner

AGO

+1.67%

UNMA

-2.39%

5Y(CAGR)

Winner

AGO

+14.63%

UNMA

+1.56%

10Y(CAGR)

Winner

AGO

+14.23%

UNMA

+4.26%

Max(CAGR)

Winner

AGO

+8.84%

UNMA

+4.26%

AGO vs UNMA - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	AGO	UNMA
2026	-4.19%	-5.67%
2025	+2.01%	+1.92%
2024	+22.33%	+0.28%
2023	+24.48%	+11.85%
2022	+25.70%	-2.31%
2021	+66.37%	+1.54%
2020	-34.02%	+7.35%
2019	+29.69%	+21.44%
2018	+14.42%	-6.26%
2017	-11.80%	N/A
2016	+47.38%	N/A
2015	+2.01%	N/A
2014	+13.73%	N/A
2013	+63.44%	N/A
2012	+8.69%	N/A
2011	-29.07%	N/A
2010	-20.95%	N/A
2009	+95.54%	N/A
2008	-55.02%	N/A
2007	-0.94%	N/A
2006	+5.74%	N/A
2005	+30.20%	N/A
2004	+9.67%	N/A

AGO vs UNMA Drawdown Comparison

The maximum drawdown for AGO was -90.17%, occurring on Mar 9, 2009. Recovery took 1971 trading sessions.

The maximum drawdown for UNMA was -41.65%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.

The current AGO drawdown is -9.51%. The current UNMA drawdown is -9.02%.

Rank	AGO	UNMA
#1	-90.17% Jun 6, 2007 - Apr 6, 2015	-41.65% Feb 10, 2020 - Aug 14, 2020
#2	-61.49% Dec 16, 2019 - Apr 27, 2021	-15.18% Nov 4, 2021 - Dec 5, 2023
#3	-30.23% Nov 30, 2022 - Nov 8, 2023	-11.96% Aug 30, 2018 - Jan 11, 2019
#4	-28.39% Apr 1, 2022 - Nov 29, 2022	-9.02% Sep 16, 2025 - Jul 23, 2026
#5	-26.74% Jul 25, 2017 - Mar 11, 2019	-9.00% Sep 23, 2024 - Sep 12, 2025
#6	-24.88% Nov 6, 2015 - Oct 17, 2016	-5.78% Jan 5, 2021 - May 28, 2021
#7	-21.82% Feb 28, 2024 - Nov 25, 2024	-5.62% Aug 26, 2020 - Nov 16, 2020
#8	-21.35% Jan 30, 2025 - Jun 3, 2026	-5.59% Oct 16, 2019 - Jan 14, 2020
#9	-19.63% Jun 22, 2015 - Nov 6, 2015	-4.30% Jul 3, 2024 - Sep 12, 2024
#10	-18.95% Nov 1, 2021 - Feb 8, 2022	-3.73% Mar 19, 2024 - Jun 3, 2024
#11	-16.73% Apr 23, 2004 - Nov 8, 2004	-3.42% Aug 30, 2019 - Sep 27, 2019
#12	-13.95% Apr 30, 2019 - Oct 30, 2019	-2.53% Sep 16, 2021 - Oct 21, 2021
#13	-13.86% Feb 24, 2017 - Jun 29, 2017	-2.31% Jul 8, 2021 - Jul 30, 2021
#14	-12.65% May 4, 2021 - Oct 14, 2021	-2.17% Aug 5, 2021 - Sep 16, 2021
#15	-11.61% Dec 31, 2004 - May 6, 2005	-2.05% Jan 31, 2019 - Feb 28, 2019

Correlation

Correlation between AGO and UNMA is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2004 - 2026)

AGO vs UNMA dividend yield comparison.

Year	AGO	UNMA
2026	0.90%	3.67%
2025	1.51%	6.76%
2024	1.38%	6.61%
2023	1.50%	6.19%
2022	1.61%	6.53%
2021	1.75%	5.98%
2020	2.54%	5.65%
2019	1.47%	5.79%
2018	1.67%	3.75%
2017	1.68%	0.00%
2016	1.38%	0.00%
2015	1.82%	0.00%
2014	1.69%	0.00%
2013	1.70%	0.00%
2012	2.53%	0.00%
2011	1.37%	0.00%
2010	1.02%	0.00%
2009	0.83%	0.00%
2008	1.58%	0.00%
2007	0.60%	0.00%
2006	0.55%	0.00%
2005	0.47%	0.00%
2004	0.31%	0.00%