UNM vs EVR
Comparison between Unum Group (UNM, Company) and Evercore Inc - Class A (EVR, Company).
Both UNM and EVR are from the Financial Services sector.
5-Year PerformanceUNM has outperformed EVR, delivering a return of +25.4% compared to +19.9%
UNM vs EVR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UNM vs EVR - Historical Returns
Returns include dividend reinvestment.
UNM vs EVR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UNM | EVR |
|---|---|---|
| 2026 | +6.98% | -4.86% |
| 2025 | +8.70% | +24.72% |
| 2024 | +64.57% | +66.57% |
| 2023 | +15.86% | +56.33% |
| 2022 | +68.61% | -18.36% |
| 2021 | +16.16% | +28.13% |
| 2020 | -17.67% | +49.85% |
| 2019 | +0.31% | +4.07% |
| 2018 | -45.20% | -19.45% |
| 2017 | +26.17% | +31.60% |
| 2016 | +37.36% | +33.07% |
| 2015 | -2.19% | +5.30% |
| 2014 | +3.48% | -7.98% |
| 2013 | +66.69% | +94.26% |
| 2012 | -1.07% | +13.75% |
| 2011 | -13.80% | -23.19% |
| 2010 | +23.35% | +10.13% |
| 2009 | +7.88% | +155.43% |
| 2008 | -19.23% | -36.38% |
| 2007 | +15.94% | -40.00% |
| 2006 | -8.85% | +43.95% |
| 2005 | +32.04% | N/A |
| 2004 | +13.71% | N/A |
| 2003 | -11.11% | N/A |
| 2002 | -32.10% | N/A |
| 2001 | +6.71% | N/A |
| 2000 | -9.50% | N/A |
| 1999 | +2.63% | N/A |
UNM vs EVR Drawdown Comparison
The maximum drawdown for UNM was -81.88%, occurring on Mar 11, 2003. Recovery took 3347 trading sessions.
The maximum drawdown for EVR was -81.51%, occurring on Nov 20, 2008. Recovery took 877 trading sessions.
The current EVR drawdown is -12.77%.
| Rank | UNM | EVR |
|---|---|---|
| #1 | -81.88% Nov 19, 1999 - Mar 14, 2013 | -81.51% Oct 26, 2006 - Apr 23, 2010 |
| #2 | -81.07% Jan 12, 2018 - Jun 29, 2023 | -67.41% Aug 2, 2018 - Dec 18, 2020 |
| #3 | -34.97% Jul 29, 2015 - May 27, 2016 | -49.63% Oct 20, 2021 - Dec 8, 2023 |
| #4 | -18.77% May 31, 2016 - Oct 12, 2016 | -47.87% Nov 6, 2024 - Aug 13, 2025 |
| #5 | -17.95% Oct 17, 2023 - Mar 7, 2024 | -43.33% May 3, 2010 - Jan 29, 2013 |
| #6 | -16.84% Mar 24, 2025 - Apr 29, 2026 | -32.10% Jan 22, 2014 - Nov 10, 2016 |
| #7 | -14.79% Sep 2, 2014 - Jun 10, 2015 | -30.07% Jan 15, 2026 - Mar 12, 2026 |
| #8 | -12.26% Dec 26, 2013 - Mar 4, 2014 | -20.86% Mar 20, 2013 - Jul 23, 2013 |
| #9 | -11.78% Mar 1, 2017 - Jul 28, 2017 | -19.61% Sep 18, 2025 - Jan 5, 2026 |
| #10 | -11.16% Aug 1, 2013 - Nov 8, 2013 | -17.77% Feb 1, 2018 - May 1, 2018 |
| #11 | -10.05% Apr 3, 2024 - Jul 17, 2024 | -17.62% Mar 16, 2017 - Nov 13, 2017 |
| #12 | -9.58% Mar 10, 2014 - Aug 26, 2014 | -16.12% Aug 25, 2006 - Oct 9, 2006 |
| #13 | -8.60% Aug 4, 2017 - Sep 27, 2017 | -15.67% May 24, 2021 - Oct 13, 2021 |
| #14 | -8.51% Nov 27, 2024 - Jan 29, 2025 | -11.92% Sep 18, 2013 - Oct 24, 2013 |
| #15 | -8.42% Mar 28, 2013 - May 8, 2013 | -11.54% Jan 19, 2021 - Feb 16, 2021 |
Correlation
Correlation between UNM and EVR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
UNM vs EVR dividend yield comparison.
| Year | UNM | EVR |
|---|---|---|
| 2026 | 1.13% | 0.25% |
| 2025 | 2.27% | 0.98% |
| 2024 | 2.15% | 1.14% |
| 2023 | 3.07% | 1.75% |
| 2022 | 3.07% | 2.60% |
| 2021 | 4.76% | 1.95% |
| 2020 | 4.97% | 2.14% |
| 2019 | 3.74% | 3.00% |
| 2018 | 3.34% | 2.66% |
| 2017 | 1.57% | 1.58% |
| 2016 | 1.75% | 1.85% |
| 2015 | 2.10% | 2.13% |
| 2014 | 1.78% | 1.97% |
| 2013 | 1.57% | 1.52% |
| 2012 | 2.26% | 2.72% |
| 2011 | 1.87% | 2.78% |
| 2010 | 1.45% | 1.85% |
| 2009 | 1.61% | 1.68% |
| 2008 | 1.61% | 3.84% |
| 2007 | 1.26% | 1.90% |
| 2006 | 1.44% | 0.00% |
| 2005 | 1.32% | 0.00% |
| 2004 | 1.67% | 0.00% |
| 2003 | 2.36% | 0.00% |
| 2002 | 3.36% | 0.00% |
| 2001 | 2.23% | 0.00% |
| 2000 | 2.19% | 0.00% |
| 1999 | 0.46% | 0.00% |
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