KMPR vs BCAT

Comparison between Kemper Corporation (KMPR, Company) and BlackRock Capital Allocation Term Trust (BCAT, Company).

Both KMPR and BCAT are from the Financial Services sector.

5-Year PerformanceBCAT has outperformed KMPR, delivering a return of +7.8% compared to -14.9%

KMPR vs BCAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KMPR(COMPANY)	BCAT(COMPANY)
Market Cap	$1.66B	$1.66B
Max Drawdown	84.91%	44.30%
Sharpe Ratio	-1.64	1.85
5Y Beta	0.63	0.56
Industry	Insurance - Property & Casualty	Asset Management
P/E Ratio	45.01	7.57
Forward P/E	4.95	N/A
PEG Ratio	0.75	0.53
Dividend Yield	4.75%	N/A
5Y Dividends CAGR	5.57%	34.17%
5Y EPS CAGR	-38.59%	12.69%
Debt to Equity	35.63%	0.00%
Free Cash Flow Yield	29.68%	19.88%
P/S Ratio	0.35	7.42
P/B Ratio	0.60	1.04

Market Cap

Winner

KMPR

$1.66B

BCAT

$1.66B

Max Drawdown

KMPR

84.91%

Winner

BCAT

44.30%

Sharpe Ratio

KMPR

-1.64

Winner

BCAT

1.85

5Y Beta

KMPR

0.63

Winner

BCAT

0.56

Industry

KMPR

Insurance - Property & Casualty

BCAT

Asset Management

P/E Ratio

KMPR

45.01

Winner

BCAT

7.57

Forward P/E

KMPR

4.95

BCAT

N/A

PEG Ratio

KMPR

0.75

Winner

BCAT

0.53

Dividend Yield

KMPR

4.75%

BCAT

N/A

5Y Dividends CAGR

KMPR

5.57%

Winner

BCAT

34.17%

5Y EPS CAGR

KMPR

-38.59%

Winner

BCAT

12.69%

Debt to Equity

KMPR

35.63%

Winner

BCAT

0.00%

Free Cash Flow Yield

Winner

KMPR

29.68%

BCAT

19.88%

P/S Ratio

Winner

KMPR

0.35

BCAT

7.42

P/B Ratio

Winner

KMPR

0.60

BCAT

1.04

KMPR vs BCAT - Historical Returns

Returns include dividend reinvestment.

Period	KMPR	BCAT
1 month	+18.89%	+0.78%
3 months	-4.85%	+15.84%
6 months	-25.57%	+22.14%
1 year	-52.49%	+28.99%
5 years(CAGR)	-14.90%	+7.76%
10 years(CAGR)	+1.22%	N/A
Max(CAGR)	+2.58%	+9.03%

Winner

KMPR

+18.89%

BCAT

+0.78%

KMPR

-4.85%

Winner

BCAT

+15.84%

KMPR

-25.57%

Winner

BCAT

+22.14%

KMPR

-52.49%

Winner

BCAT

+28.99%

5Y(CAGR)

KMPR

-14.90%

Winner

BCAT

+7.76%

10Y(CAGR)

KMPR

+1.22%

BCAT

N/A

Max(CAGR)

KMPR

+2.58%

Winner

BCAT

+9.03%

KMPR vs BCAT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	KMPR	BCAT
2026	-25.57%	+22.14%
2025	-36.50%	+16.32%
2024	+36.18%	+19.78%
2023	+1.88%	+17.82%
2022	-15.64%	-22.68%
2021	-20.99%	-4.09%
2020	+0.57%	+9.35%
2019	+18.60%	N/A
2018	-2.20%	N/A
2017	+59.98%	N/A
2016	+27.50%	N/A
2015	+7.44%	N/A
2014	-8.26%	N/A
2013	+37.83%	N/A
2012	+3.71%	N/A
2011	+19.16%	N/A
2010	+11.51%	N/A
2009	+44.97%	N/A
2008	-63.18%	N/A
2007	-3.73%	N/A
2006	+13.15%	N/A
2005	+5.54%	N/A
2004	+11.43%	N/A
2003	+47.23%	N/A
2002	-22.16%	N/A
2001	+9.14%	N/A
2000	+14.99%	N/A
1999	-0.57%	N/A

KMPR vs BCAT Drawdown Comparison

The maximum drawdown for KMPR was -82.46%, occurring on Mar 9, 2009. Recovery took 1552 trading sessions.

The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.

The current KMPR drawdown is -62.82%. The current BCAT drawdown is -1.90%.

Rank	KMPR	BCAT
#1	-82.46% Oct 9, 2007 - Dec 6, 2013	-36.11% Feb 10, 2021 - Nov 25, 2024
#2	-70.46% May 3, 2019 - Jun 3, 2026	-13.69% Feb 13, 2025 - May 12, 2025
#3	-44.55% Apr 17, 2002 - Dec 19, 2003	-8.89% Dec 22, 2020 - Feb 9, 2021
#4	-41.99% Dec 1, 2015 - Nov 17, 2016	-7.97% Mar 4, 2026 - Apr 21, 2026
#5	-29.24% Mar 31, 2000 - Dec 7, 2000	-6.09% Dec 11, 2024 - Feb 13, 2025
#6	-27.13% Sep 10, 2018 - Apr 18, 2019	-4.61% Sep 15, 2025 - Dec 3, 2025
#7	-24.52% Jan 17, 2018 - May 4, 2018	-3.79% Oct 20, 2020 - Nov 9, 2020
#8	-22.74% Jul 28, 2005 - Dec 14, 2006	-3.01% Jun 1, 2026 - Jun 11, 2026
#9	-20.75% Feb 2, 2007 - Oct 5, 2007	-2.85% May 13, 2025 - Jun 2, 2025
#10	-18.66% Dec 20, 2016 - Aug 3, 2017	-2.84% Aug 13, 2025 - Aug 29, 2025
#11	-18.23% Dec 23, 2013 - Mar 20, 2015	-2.41% Dec 5, 2025 - Jan 2, 2026
#12	-18.13% Nov 17, 1999 - Mar 24, 2000	-2.01% May 13, 2026 - May 21, 2026
#13	-17.61% Dec 2, 2004 - May 18, 2005	-1.90% Jun 29, 2026 - Jul 2, 2026
#14	-16.49% Feb 17, 2004 - Jul 20, 2004	-1.78% Nov 18, 2020 - Nov 30, 2020
#15	-14.82% Dec 27, 2000 - Oct 16, 2001	-1.64% Jun 18, 2026 - Jun 29, 2026

Correlation

Correlation between KMPR and BCAT is -0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.18

-101

Dividend Comparison (1999 - 2026)

KMPR vs BCAT dividend yield comparison.

Year	KMPR	BCAT
2026	2.22%	9.87%
2025	3.16%	23.45%
2024	1.87%	17.48%
2023	2.55%	10.08%
2022	2.52%	9.01%
2021	2.11%	6.42%
2020	1.56%	0.48%
2019	1.01%	0.00%
2018	1.45%	0.00%
2017	1.39%	0.00%
2016	2.17%	0.00%
2015	2.58%	0.00%
2014	2.66%	0.00%
2013	2.35%	0.00%
2012	3.25%	0.00%
2011	3.29%	0.00%
2010	3.59%	0.00%
2009	4.85%	0.00%
2008	11.79%	0.00%
2007	3.79%	0.00%
2006	3.51%	0.00%
2005	3.77%	0.00%
2004	3.65%	0.00%
2003	4.01%	0.00%
2002	5.68%	0.00%
2001	10.06%	0.00%
2000	3.69%	0.00%
1999	0.93%	0.00%