FMS vs UNM
Comparison between Fresenius Medical Care AG & Co. KGaA (FMS, Company) and Unum Group (UNM, Company).
FMS is from the Healthcare sector, while UNM is from the Financial Services sector.
5-Year PerformanceUNM has outperformed FMS, delivering a return of +28.8% compared to -8.4%
FMS vs UNM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FMS vs UNM - Historical Returns
Returns include dividend reinvestment.
FMS vs UNM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FMS | UNM |
|---|---|---|
| 2026 | +2.92% | +16.52% |
| 2025 | +10.46% | +8.70% |
| 2024 | +9.62% | +64.57% |
| 2023 | +32.75% | +15.86% |
| 2022 | -48.69% | +68.61% |
| 2021 | -22.15% | +16.16% |
| 2020 | +14.17% | -17.67% |
| 2019 | +14.97% | +0.31% |
| 2018 | -37.35% | -45.20% |
| 2017 | +25.11% | +26.17% |
| 2016 | +3.00% | +37.36% |
| 2015 | +15.27% | -2.19% |
| 2014 | +7.92% | +3.48% |
| 2013 | +4.68% | +66.69% |
| 2012 | -1.60% | -1.07% |
| 2011 | +19.12% | -13.80% |
| 2010 | +6.92% | +23.35% |
| 2009 | +12.89% | +7.88% |
| 2008 | -9.60% | -19.23% |
| 2007 | +17.56% | +15.94% |
| 2006 | +24.19% | -8.85% |
| 2005 | +32.87% | +32.04% |
| 2004 | +13.43% | +13.71% |
| 2003 | +75.69% | -11.11% |
| 2002 | -32.86% | -32.10% |
| 2001 | -28.05% | +6.71% |
| 2000 | -1.41% | -9.50% |
| 1999 | +20.10% | +2.63% |
FMS vs UNM Drawdown Comparison
The maximum drawdown for FMS was -76.71%, occurring on Sep 19, 2002. Recovery took 1109 trading sessions.
The maximum drawdown for UNM was -81.88%, occurring on Mar 11, 2003. Recovery took 3347 trading sessions.
The current FMS drawdown is -50.04%. The current UNM drawdown is -4.11%.
| Rank | FMS | UNM |
|---|---|---|
| #1 | -76.71% Sep 22, 2000 - Feb 24, 2005 | -81.88% Nov 19, 1999 - Mar 14, 2013 |
| #2 | -75.62% Jan 31, 2018 - Oct 10, 2022 | -81.07% Jan 12, 2018 - Jun 29, 2023 |
| #3 | -39.57% Jul 10, 2008 - Aug 17, 2010 | -34.97% Jul 29, 2015 - May 27, 2016 |
| #4 | -24.50% Dec 1, 1999 - Sep 1, 2000 | -18.77% May 31, 2016 - Oct 12, 2016 |
| #5 | -20.91% Jul 26, 2011 - Feb 25, 2015 | -17.95% Oct 17, 2023 - Mar 7, 2024 |
| #6 | -20.16% Jan 10, 2008 - Jul 3, 2008 | -16.84% Mar 24, 2025 - Apr 29, 2026 |
| #7 | -19.10% Aug 9, 2016 - May 31, 2017 | -14.79% Sep 2, 2014 - Jun 10, 2015 |
| #8 | -15.76% May 2, 2006 - Aug 2, 2006 | -12.26% Dec 26, 2013 - Mar 4, 2014 |
| #9 | -14.90% Jul 20, 2015 - Oct 29, 2015 | -11.78% Mar 1, 2017 - Jul 28, 2017 |
| #10 | -13.95% Nov 2, 2015 - Jul 28, 2016 | -11.16% Aug 1, 2013 - Nov 8, 2013 |
| #11 | -12.99% Mar 1, 2005 - Aug 3, 2005 | -10.05% Apr 3, 2024 - Jul 17, 2024 |
| #12 | -12.90% Oct 14, 2010 - Feb 15, 2011 | -9.58% Mar 10, 2014 - Aug 26, 2014 |
| #13 | -11.81% May 8, 2007 - Sep 12, 2007 | -8.60% Aug 4, 2017 - Sep 27, 2017 |
| #14 | -10.72% Apr 29, 2011 - Jul 25, 2011 | -8.51% Nov 27, 2024 - Jan 29, 2025 |
| #15 | -9.92% Jun 14, 2017 - Dec 4, 2017 | -8.42% Mar 28, 2013 - May 8, 2013 |
Correlation
Correlation between FMS and UNM is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
FMS vs UNM dividend yield comparison.
| Year | FMS | UNM |
|---|---|---|
| 2026 | 3.75% | 1.03% |
| 2025 | 3.30% | 2.27% |
| 2024 | 2.80% | 2.15% |
| 2023 | 2.97% | 3.07% |
| 2022 | 4.34% | 3.07% |
| 2021 | 2.57% | 4.76% |
| 2020 | 1.72% | 4.97% |
| 2019 | 1.78% | 3.74% |
| 2018 | 1.95% | 3.34% |
| 2017 | 0.70% | 1.57% |
| 2016 | 0.74% | 1.75% |
| 2015 | 0.71% | 2.10% |
| 2014 | 0.99% | 1.78% |
| 2013 | 0.94% | 1.57% |
| 2012 | 0.91% | 2.26% |
| 2011 | 0.96% | 1.87% |
| 2010 | 0.93% | 1.45% |
| 2009 | 1.06% | 1.61% |
| 2008 | 1.38% | 1.61% |
| 2007 | 0.91% | 1.26% |
| 2006 | 0.93% | 1.44% |
| 2005 | 1.06% | 1.32% |
| 2004 | 1.22% | 1.67% |
| 2003 | 1.24% | 2.36% |
| 2002 | 1.49% | 3.36% |
| 2001 | 0.81% | 2.23% |
| 2000 | 0.58% | 2.19% |
| 1999 | 0.00% | 0.46% |
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