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