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UFCS vs NBXG

Comparison between United Fire Group Inc (UFCS, Company) and Neuberger Berman Next Generation Connectivity Fund Inc (NBXG, Company).

Both UFCS and NBXG are from the Financial Services sector.

5-Year PerformanceUFCS has outperformed NBXG, delivering a return of +13.3% compared to +5.6%

UFCS vs NBXG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
UFCS
$1.22B
Winner
NBXG
$1.23B
Max Drawdown
UFCS
71.27%
Winner
NBXG
57.18%
Sharpe Ratio
Winner
UFCS
1.73
NBXG
1.14
5Y Beta
Winner
UFCS
0.64
NBXG
1.11
Industry
UFCS
Insurance - Property & Casualty
NBXG
Asset Management
P/E Ratio
UFCS
9.34
Winner
NBXG
3.83
Forward P/E
UFCS
14.10
NBXG
N/A
PEG Ratio
Winner
UFCS
0.10
NBXG
0.46
Dividend Yield
UFCS
1.42%
NBXG
N/A
5Y Dividends CAGR
UFCS
2.44%
NBXG
N/A
Debt to Equity
UFCS
15.39%
Winner
NBXG
0.00%
Free Cash Flow Yield
Winner
UFCS
23.74%
NBXG
8.09%
P/S Ratio
Winner
UFCS
0.86
NBXG
3.77
P/B Ratio
UFCS
1.29
Winner
NBXG
0.90

UFCS vs NBXG - Historical Returns

Returns include dividend reinvestment.

1M
UFCS
+0.46%
Winner
NBXG
+6.22%
3M
Winner
UFCS
+32.25%
NBXG
+27.54%
6M
Winner
UFCS
+33.06%
NBXG
+17.90%
1Y
Winner
UFCS
+73.67%
NBXG
+29.85%
5Y(CAGR)
Winner
UFCS
+13.32%
NBXG
+5.60%
10Y(CAGR)
UFCS
+4.73%
NBXG
N/A
Max(CAGR)
Winner
UFCS
+8.76%
NBXG
+5.62%

UFCS vs NBXG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUFCSNBXG
2026+37.47%+15.71%
2025+30.35%+23.15%
2024+43.18%+30.41%
2023-24.90%+32.77%
2022+17.86%-42.20%
2021-4.67%-10.70%
2020-40.50%N/A
2019-17.93%N/A
2018+31.80%N/A
2017-5.19%N/A
2016+35.86%N/A
2015+35.70%N/A
2014+10.16%N/A
2013+28.91%N/A
2012+9.49%N/A
2011-10.08%N/A
2010+24.39%N/A
2009-38.06%N/A
2008+7.65%N/A
2007-16.01%N/A
2006-10.69%N/A
2005+20.83%N/A
2004+69.60%N/A
2003+21.43%N/A
2002+20.64%N/A
2001+48.98%N/A
2000-6.96%N/A
1999+7.37%N/A

UFCS vs NBXG Drawdown Comparison

The maximum drawdown for UFCS was -69.89%, occurring on Nov 20, 2008. Recovery took 2502 trading sessions.

The maximum drawdown for NBXG was -51.73%, occurring on Oct 14, 2022. Recovery took 943 trading sessions.

The current UFCS drawdown is -1.11%. The current NBXG drawdown is -3.80%.

RankUFCSNBXG
#1-69.89%
Nov 11, 2005 - Oct 22, 2015
-51.73%
Sep 2, 2021 - Jun 6, 2025
#2-64.48%
Aug 1, 2018 - May 8, 2026
-16.26%
Nov 3, 2025 - May 1, 2026
#3-31.31%
Jan 7, 2000 - Jan 25, 2001
-7.37%
Jun 2, 2026 - Jun 10, 2026
#4-28.56%
Jun 5, 2001 - Mar 7, 2002
-4.84%
Oct 6, 2025 - Nov 3, 2025
#5-25.32%
Nov 15, 2002 - Aug 19, 2003
-3.72%
Jun 16, 2021 - Sep 2, 2021
#6-20.40%
Dec 12, 2016 - Mar 20, 2018
-3.56%
May 14, 2026 - May 22, 2026
#7-16.81%
Nov 9, 2004 - May 3, 2005
-3.41%
Jul 18, 2025 - Aug 18, 2025
#8-15.99%
Aug 5, 2004 - Nov 2, 2004
-2.42%
Aug 18, 2025 - Aug 28, 2025
#9-15.53%
Nov 26, 1999 - Jan 7, 2000
-2.32%
Jul 3, 2025 - Jul 16, 2025
#10-15.46%
May 3, 2016 - Nov 17, 2016
-2.14%
Aug 28, 2025 - Sep 8, 2025
#11-15.01%
Jun 24, 2002 - Nov 14, 2002
-1.82%
Sep 18, 2025 - Oct 1, 2025
#12-14.96%
Jan 25, 2001 - Apr 20, 2001
-1.20%
May 1, 2026 - May 5, 2026
#13-14.93%
Jul 25, 2005 - Nov 10, 2005
-1.09%
Jun 6, 2025 - Jun 18, 2025
#14-12.24%
May 18, 2026 - Jun 3, 2026
-0.74%
Jun 2, 2021 - Jun 15, 2021
#15-11.06%
Sep 3, 2003 - Nov 6, 2003
-0.74%
May 26, 2026 - May 28, 2026

Correlation

Correlation between UFCS and NBXG is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53
-101

Dividend Comparison (1999 - 2026)

UFCS vs NBXG dividend yield comparison.

YearUFCSNBXG
20260.83%3.71%
20251.76%8.73%
20242.25%9.42%
20233.18%10.98%
20222.30%13.19%
20212.59%3.47%
20204.54%0.00%
20192.97%0.00%
20187.59%0.00%
20172.39%0.00%
20161.97%0.00%
20152.24%0.00%
20142.62%0.00%
20132.41%0.00%
20122.75%0.00%
20112.97%0.00%
20102.69%0.00%
20093.29%0.00%
20081.93%0.00%
20071.91%0.00%
20061.40%0.00%
20051.19%0.00%
20041.25%0.00%
20031.89%0.00%
20022.18%0.00%
20012.51%0.00%
20003.59%0.00%
19990.75%0.00%

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