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UNB vs SPY

Comparison between Union Bankshares Inc (UNB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed UNB, delivering a return of +12.4% compared to -0.2%

UNB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
UNB
$114M
Winner
SPY
$781B
Expense Ratio
UNB
N/A
SPY
0.09%
Max Drawdown
UNB
68.95%
Winner
SPY
56.47%
Sharpe Ratio
UNB
-0.19
Winner
SPY
1.12
5Y Beta
Winner
UNB
0.50
SPY
1.00
Industry
UNB
Banks - Regional
SPY
N/A
P/E Ratio
Winner
UNB
10.00
SPY
28.53
Forward P/E
Winner
UNB
11.72
SPY
21.47
PEG Ratio
UNB
0.28
SPY
N/A
Dividend Yield
UNB
5.73%
SPY
N/A
5Y Dividends CAGR
Winner
UNB
8.22%
SPY
6.00%
5Y EPS CAGR
UNB
2.27%
Winner
SPY
25.58%
Debt to Equity
Winner
UNB
0.00%
SPY
32.09%
Free Cash Flow Yield
UNB
12.67%
SPY
N/A
P/S Ratio
Winner
UNB
2.01
SPY
3.75
P/B Ratio
Winner
UNB
1.28
SPY
5.64

UNB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
UNB
-0.72%
Winner
SPY
+0.78%
3M
UNB
+1.48%
Winner
SPY
+3.76%
6M
UNB
+6.65%
Winner
SPY
+7.78%
1Y
UNB
-8.63%
Winner
SPY
+17.76%
5Y(CAGR)
UNB
-0.21%
Winner
SPY
+12.44%
10Y(CAGR)
UNB
+1.14%
Winner
SPY
+14.90%
Max(CAGR)
UNB
+7.01%
Winner
SPY
+8.44%

UNB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUNBSPY
2026+7.60%+8.74%
2025-11.81%+18.00%
2024-1.66%+25.59%
2023+30.07%+26.72%
2022-15.90%-18.64%
2021+22.46%+30.52%
2020-24.42%+17.28%
2019-23.02%+31.09%
2018-6.42%-5.24%
2017+23.38%+20.78%
2016+69.77%+13.59%
2015+19.60%+1.31%
2014+7.72%+14.56%
2013+23.07%+29.00%
2012+8.21%+14.17%
2011+11.72%+0.85%
2010+10.13%+13.14%
2009+8.11%+22.67%
2008-13.66%-36.25%
2007-2.57%+5.32%
2006+3.98%+13.85%
2005+2.57%+5.32%
2004-6.53%+10.75%
2003+64.15%+24.18%
2002+11.88%-22.42%
2001+42.92%-10.13%
2000+14.53%-8.84%
1999-25.58%+8.61%

UNB vs SPY Drawdown Comparison

The maximum drawdown for UNB was -66.36%, occurring on Jul 10, 2020. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current UNB drawdown is -33.38%. The current SPY drawdown is -2.47%.

RankUNBSPY
#1-66.36%
Dec 18, 2017 - Jul 10, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.08%
Sep 30, 2003 - May 13, 2011		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-32.90%
Nov 1, 1999 - Jul 24, 2001		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.52%
Dec 5, 2016 - Jun 23, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.27%
Jun 27, 2017 - Sep 27, 2017		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.33%
Feb 11, 2003 - Jun 3, 2003		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.63%
Jan 22, 2014 - Jun 23, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.53%
Jun 24, 2016 - Nov 10, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.23%
Jul 7, 2014 - Jan 13, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.19%
Jan 13, 2015 - Apr 22, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.52%
Jul 3, 2012 - Jan 22, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.48%
May 8, 2002 - Dec 2, 2002		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.15%
Oct 3, 2017 - Nov 2, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.12%
Apr 23, 2015 - Nov 4, 2015		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.00%
Aug 30, 2001 - Oct 29, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UNB and SPY is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (1999 - 2026)

UNB vs SPY dividend yield comparison.

YearUNBSPY
20262.90%0.50%
20256.07%1.07%
20244.98%1.21%
20234.70%1.40%
20225.83%1.65%
20214.43%1.20%
20204.98%1.52%
20193.42%1.75%
20182.51%2.04%
20172.19%1.80%
20162.44%2.03%
20153.87%2.06%
20144.38%1.87%
20134.39%1.81%
20125.12%2.18%
20115.25%2.05%
20105.50%1.80%
20096.08%1.95%
20086.71%3.02%
20075.50%1.85%
20064.73%1.73%
20056.05%1.73%
20043.76%1.82%
20033.11%1.47%
20024.61%1.70%
20014.56%1.25%
20005.68%1.15%
19990.00%0.24%

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