UNM vs WSO-B
Comparison between Unum Group (UNM, Company) and Watsco Inc - Class B (WSO-B, Company).
UNM is from the Financial Services sector, while WSO-B is from the Industrials sector.
5-Year PerformanceUNM has outperformed WSO-B, delivering a return of +31.1% compared to +8.9%
UNM vs WSO-B - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UNM vs WSO-B - Historical Returns
Returns include dividend reinvestment.
UNM vs WSO-B - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UNM | WSO-B |
|---|---|---|
| 2026 | +17.37% | +16.54% |
| 2025 | +8.70% | -35.00% |
| 2024 | +64.57% | +29.76% |
| 2023 | +15.86% | +72.26% |
| 2022 | +68.61% | -15.13% |
| 2021 | +16.16% | +35.54% |
| 2020 | -17.67% | +33.33% |
| 2019 | +0.31% | +39.93% |
| 2018 | -45.20% | -17.47% |
| 2017 | +26.17% | +17.13% |
| 2016 | +37.36% | +28.64% |
| 2015 | -2.19% | +13.57% |
| 2014 | +3.48% | +15.01% |
| 2013 | +66.69% | +27.46% |
| 2012 | -1.07% | +23.08% |
| 2011 | -13.80% | +7.48% |
| 2010 | +23.35% | +33.77% |
| 2009 | +7.88% | +30.70% |
| 2008 | -19.23% | +10.80% |
| 2007 | +15.94% | -21.24% |
| 2006 | -8.85% | -24.11% |
| 2005 | +32.04% | +76.20% |
| 2004 | +13.71% | +50.20% |
| 2003 | -11.11% | +40.14% |
| 2002 | -32.10% | +18.56% |
| 2001 | +6.71% | +26.36% |
| 2000 | -9.50% | +0.88% |
| 1999 | +2.63% | +9.76% |
UNM vs WSO-B Drawdown Comparison
The maximum drawdown for UNM was -81.88%, occurring on Mar 11, 2003. Recovery took 3347 trading sessions.
The maximum drawdown for WSO-B was -55.07%, occurring on Jan 18, 2008. Recovery took 1210 trading sessions.
The current UNM drawdown is -3.41%. The current WSO-B drawdown is -24.25%.
| Rank | UNM | WSO-B |
|---|---|---|
| #1 | -81.88% Nov 19, 1999 - Mar 14, 2013 | -55.07% Feb 27, 2006 - Dec 15, 2010 |
| #2 | -81.07% Jan 12, 2018 - Jun 29, 2023 | -43.29% May 23, 2000 - Mar 8, 2002 |
| #3 | -34.97% Jul 29, 2015 - May 27, 2016 | -35.00% Nov 21, 2024 - Dec 31, 2025 |
| #4 | -18.77% May 31, 2016 - Oct 12, 2016 | -32.93% May 3, 2002 - Sep 5, 2003 |
| #5 | -17.95% Oct 17, 2023 - Mar 7, 2024 | -30.91% Nov 15, 1999 - Apr 24, 2000 |
| #6 | -16.84% Mar 24, 2025 - Apr 29, 2026 | -30.00% Jun 12, 2018 - Jan 15, 2020 |
| #7 | -14.79% Sep 2, 2014 - Jun 10, 2015 | -28.84% Apr 6, 2011 - Feb 3, 2012 |
| #8 | -12.26% Dec 26, 2013 - Mar 4, 2014 | -24.48% Jan 5, 2022 - Feb 2, 2023 |
| #9 | -11.78% Mar 1, 2017 - Jul 28, 2017 | -21.28% Jan 15, 2020 - Jun 3, 2020 |
| #10 | -11.16% Aug 1, 2013 - Nov 8, 2013 | -16.87% Oct 26, 2015 - Mar 18, 2016 |
| #11 | -10.05% Apr 3, 2024 - Jul 17, 2024 | -16.42% Apr 22, 2014 - Dec 12, 2014 |
| #12 | -9.58% Mar 10, 2014 - Aug 26, 2014 | -16.17% Jul 18, 2012 - Sep 13, 2012 |
| #13 | -8.60% Aug 4, 2017 - Sep 27, 2017 | -15.33% Apr 22, 2004 - Sep 2, 2004 |
| #14 | -8.51% Nov 27, 2024 - Jan 29, 2025 | -13.74% Dec 8, 2016 - Jun 23, 2017 |
| #15 | -8.42% Mar 28, 2013 - May 8, 2013 | -12.75% Apr 18, 2018 - Jun 12, 2018 |
Correlation
Correlation between UNM and WSO-B is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
UNM vs WSO-B dividend yield comparison.
| Year | UNM | WSO-B |
|---|---|---|
| 2026 | 1.03% | 2.49% |
| 2025 | 2.27% | 3.45% |
| 2024 | 2.15% | 1.97% |
| 2023 | 3.07% | 2.32% |
| 2022 | 3.07% | 3.39% |
| 2021 | 4.76% | 2.49% |
| 2020 | 4.97% | 2.97% |
| 2019 | 3.74% | 3.53% |
| 2018 | 3.34% | 4.14% |
| 2017 | 1.57% | 2.73% |
| 2016 | 1.75% | 2.42% |
| 2015 | 2.10% | 2.36% |
| 2014 | 1.78% | 1.87% |
| 2013 | 1.57% | 1.19% |
| 2012 | 2.26% | 10.04% |
| 2011 | 1.87% | 3.35% |
| 2010 | 1.45% | 3.18% |
| 2009 | 1.61% | 3.80% |
| 2008 | 1.61% | 4.56% |
| 2007 | 1.26% | 3.60% |
| 2006 | 1.44% | 2.00% |
| 2005 | 1.32% | 1.03% |
| 2004 | 1.67% | 1.10% |
| 2003 | 2.36% | 0.87% |
| 2002 | 3.36% | 0.69% |
| 2001 | 2.23% | 0.74% |
| 2000 | 2.19% | 0.89% |
| 1999 | 0.46% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks