UNMA vs GNW

Comparison between Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company) and Genworth Financial Inc - Class A (GNW, Company).

5-Year PerformanceGNW has outperformed UNMA, delivering a return of +22.0% compared to +1.1%

UNMA vs GNW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNMA(COMPANY)	GNW(COMPANY)
Market Cap	$3.80B	$3.79B
Max Drawdown	42.85%	97.73%
Sharpe Ratio	-1.19	0.77
5Y Beta	0.17	0.77
Industry	N/A	Insurance - Life
P/E Ratio	4.99	18.58
Forward P/E	N/A	5.11
PEG Ratio	N/A	0.93
Dividend Yield	4.54%	N/A
5Y Dividends CAGR	-0.02%	N/A
5Y EPS CAGR	11.95%	-24.47%
Debt to Equity	0.00%	17.19%
Free Cash Flow Yield	14.19%	9.10%

Market Cap

Winner

UNMA

$3.80B

GNW

$3.79B

Max Drawdown

Winner

UNMA

42.85%

GNW

97.73%

Sharpe Ratio

UNMA

-1.19

Winner

GNW

0.77

5Y Beta

Winner

UNMA

0.17

GNW

0.77

Industry

UNMA

N/A

GNW

Insurance - Life

P/E Ratio

Winner

UNMA

4.99

GNW

18.58

Forward P/E

UNMA

N/A

GNW

5.11

PEG Ratio

UNMA

N/A

GNW

0.93

Dividend Yield

UNMA

4.54%

GNW

N/A

5Y Dividends CAGR

UNMA

-0.02%

GNW

N/A

5Y EPS CAGR

Winner

UNMA

11.95%

GNW

-24.47%

Debt to Equity

Winner

UNMA

0.00%

GNW

17.19%

Free Cash Flow Yield

Winner

UNMA

14.19%

GNW

9.10%

UNMA vs GNW - Historical Returns

Returns include dividend reinvestment.

Period	UNMA	GNW
1 month	-2.86%	+4.50%
3 months	-8.26%	+9.30%
6 months	-7.59%	+12.00%
1 year	-5.47%	+16.43%
5 years(CAGR)	+1.12%	+21.98%
10 years(CAGR)	+4.10%	+10.84%
Max(CAGR)	+4.10%	-2.67%

UNMA

-2.86%

Winner

GNW

+4.50%

UNMA

-8.26%

Winner

GNW

+9.30%

UNMA

-7.59%

Winner

GNW

+12.00%

UNMA

-5.47%

Winner

GNW

+16.43%

5Y(CAGR)

UNMA

+1.12%

Winner

GNW

+21.98%

10Y(CAGR)

UNMA

+4.10%

Winner

GNW

+10.84%

Max(CAGR)

Winner

UNMA

+4.10%

GNW

-2.67%

UNMA vs GNW - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	UNMA	GNW
2026	-6.64%	+11.37%
2025	+1.92%	+29.37%
2024	+0.28%	+4.80%
2023	+11.85%	+27.72%
2022	-2.31%	+28.71%
2021	+1.54%	+50.56%
2020	+7.35%	-13.70%
2019	+21.44%	-6.98%
2018	-6.26%	+44.27%
2017	N/A	-19.64%
2016	N/A	+0.26%
2015	N/A	-55.75%
2014	N/A	-45.16%
2013	N/A	+96.58%
2012	N/A	+9.80%
2011	N/A	-51.48%
2010	N/A	+9.05%
2009	N/A	+296.85%
2008	N/A	-88.27%
2007	N/A	-24.46%
2006	N/A	-1.11%
2005	N/A	+28.84%
2004	N/A	+38.83%

UNMA vs GNW Drawdown Comparison

The maximum drawdown for UNMA was -41.65%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.

The maximum drawdown for GNW was -97.63%, occurring on Mar 6, 2009. This drawdown has not yet recovered.

The current UNMA drawdown is -9.96%. The current GNW drawdown is -71.79%.

Rank	UNMA	GNW
#1	-41.65% Feb 10, 2020 - Aug 14, 2020	-97.63% Feb 21, 2007 - Mar 6, 2009
#2	-15.18% Nov 4, 2021 - Dec 5, 2023	-11.91% Jul 27, 2005 - Nov 23, 2005
#3	-11.96% Aug 30, 2018 - Jan 11, 2019	-10.95% Oct 26, 2006 - Feb 7, 2007
#4	-10.52% Sep 16, 2025 - Aug 11, 2026	-9.57% Jul 21, 2004 - Sep 8, 2004
#5	-9.00% Sep 23, 2024 - Sep 12, 2025	-9.51% Mar 17, 2005 - Jun 7, 2005
#6	-5.78% Jan 5, 2021 - May 28, 2021	-9.09% Jan 13, 2006 - Jul 6, 2006
#7	-5.62% Aug 26, 2020 - Nov 16, 2020	-7.92% Oct 8, 2004 - Nov 4, 2004
#8	-5.59% Oct 16, 2019 - Jan 14, 2020	-6.23% Sep 16, 2004 - Oct 1, 2004
#9	-4.30% Jul 3, 2024 - Sep 12, 2024	-5.38% Dec 29, 2004 - Jan 26, 2005
#10	-3.73% Mar 19, 2024 - Jun 3, 2024	-4.85% Sep 12, 2006 - Oct 17, 2006
#11	-3.42% Aug 30, 2019 - Sep 27, 2019	-4.83% Jul 11, 2006 - Sep 5, 2006
#12	-2.53% Sep 16, 2021 - Oct 21, 2021	-4.80% Nov 10, 2004 - Dec 13, 2004
#13	-2.31% Jul 8, 2021 - Jul 30, 2021	-4.79% Jun 30, 2004 - Jul 13, 2004
#14	-2.17% Aug 5, 2021 - Sep 16, 2021	-4.38% Dec 14, 2004 - Dec 29, 2004
#15	-2.05% Jan 31, 2019 - Feb 28, 2019	-4.17% Dec 5, 2005 - Jan 4, 2006

Correlation

Correlation between UNMA and GNW is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2004 - 2026)

UNMA vs GNW dividend yield comparison.

Year	UNMA	GNW
2026	3.71%	0.00%
2025	6.76%	0.00%
2024	6.61%	0.00%
2023	6.19%	0.00%
2022	6.53%	0.00%
2021	5.98%	0.00%
2020	5.65%	0.00%
2019	5.79%	0.00%
2018	3.75%	0.00%
2008	0.00%	14.13%
2007	0.00%	1.45%
2006	0.00%	0.92%
2005	0.00%	0.78%
2004	0.00%	0.24%