Unum Group (UNM) Daily/Weekly Backtest Results

Buy indicator:                  
              [ What are these indicators? | Switch to UNM's monthly backtests ]
Fixed profit target:               -or-  

Expectancy: 5.62%.   Win rate: 42.86%.   Sharpe Ratio: -0.05.
Mean CAGR of winning trades: 35.02%. Time in market: 1298 days.   Average win: 33.15% Average loss: -15.02%.
Key: change_history : profitable trade change_history : breakeven trade (minimal loss after 2 years) change_history : losing trade (not profitable in a 2 year timeframe)


*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

Calculations for Unum Group

Expectancy is the percentage profit or loss you would expect to make on the next purchase of this stock with an entry point at the specified signal and profit target as set above. Given a large enough sample size, a positive expectancy indicates the trading strategy is likely to be profitable.

Expectancy calculation for 7 signal(s): (42.86% * 33.15%) - (57.14% * 15.02%) = 5.62%.
Wins: 3 Losses: 4

The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return for this particular buy signal and stock over the chart's timeframe.

Unum Group Analysis

Market sector: Financials.

External links: Seeking Alpha Research, Zacks Research.

These links may show useful information about why a stock's price has fallen significantly.

 

Rate of Change Backtest Summary (Trailing Stops System)

This table summarises how profitable it would have been to have bought this stock at each Rate of Change entry signal and held until the initial 20% stop loss or the trailing stop loss was triggered.

Key:   electric_bolt : high CAGR trade schedule : open trade

Signal Date Price CAGR Profit / Loss Running Avg
28 December 2015   LOW   smart_toy0.474 $29.39 -88.23% -22.28% -22.28 %
13 February 2018   MEDIUM   smart_toy0.83 $46.80 -66.06% -20.62% -21.45 %
15 May 2018   MEDIUM   smart_toy0.932 $35.21 -26.01% -15.78% -19.56 %
26 December 2018   MEDIUM   smart_toy0.959 $26.32 39.07%
electric_boltelectric_bolt
15.14% -10.88 %
17 March 2020   HIGH   smart_toy1 $12.87 -27.74% -1.41% -8.99 %
09 November 2023 bubble_chart   MEDIUM   smart_toy0.83 $43.38 45.57%
electric_boltelectric_bolt
69.33% 4.06 %
12 August 2025 bubble_chart   MEDIUM   smart_toy0.758 $70.16 20.43% electric_bolt schedule 14.97% 5.62 %

 

The data for Unum Group (exchange: XNYS symbol: UNM) was last updated 24 May 2026 14:50. Data for this stock is available from 01 Dec 2015 - 22 May 2026.