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UNF: Unifirst Corporation (STOCK)
Basic Info 264.07 5.85(2.17%) June 08
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/05/1988 |
| Last Dividend Date: | 06/05/2026 |
| 12-Mo. Yield | 0.95% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 37.3 | 41.3 | 16.5 | 4.4 | 9.1 | 12.1 | 11.5 | 11.2 | 13.6 | -5.7 | -4.6 | -7.6 | -0.1 | 5.4 | 41.6 | -13.0 | 14.9 | 38.0 | -14.1 | 13.7 | 46.2 | 29.5 | 3.4 | 14.8 | 62.8 | -21.5 | -0.7 | 24.1 | 10.4 | 19.9 | 18.2 | -9.8 | 122.0 | -17.5 | -44.1 | -18.3 | 32.8 | 18.7 | 49.6 | -21.2 | 17.8 | 19.8 | 31.7 | -28.3 | 86.8 | 14.8 |
| Sharpe Ratio | NA | 3.17 | 1.17 | 0.42 | 0.07 | 0.26 | NA | NA | 0.29 | 0.27 | -0.32 | -0.34 | -0.33 | -0.01 | 0.11 | 1.69 | -0.59 | 0.84 | 1.68 | -0.67 | 0.55 | 2.25 | 1.44 | 0.09 | 0.52 | 1.48 | -0.44 | -0.09 | 0.72 | 0.26 | 0.7 | 0.53 | -0.36 | 3.25 | -0.46 | -1.31 | -0.66 | 0.89 | 0.36 | 1.47 | -0.7 | 0.68 | 0.86 | 0.92 | -0.98 | 4.5 | 0.72 |
| Draw Down(%) | NA | 9.6 | 21.1 | 34.6 | 36.6 | 40.9 | NA | NA | 74.0 | 34.6 | 17.0 | 26.1 | 26.1 | 25.4 | 40.9 | 8.3 | 30.1 | 13.2 | 11.6 | 16.8 | 19.5 | 9.4 | 10.3 | 27.5 | 30.8 | 33.7 | 50.4 | 23.4 | 19.2 | 32.7 | 15.6 | 29.8 | 33.5 | 19.3 | 41.8 | 56.2 | 31.3 | 18.4 | 27.5 | 12.6 | 34.9 | 11.5 | 18.4 | 30.1 | 42.4 | 6.4 | 12.9 |
| Standard Deviation(%) | NA | 37.2 | 35.5 | 33.4 | 30.7 | 30.1 | NA | NA | 31.7 | 40.0 | 29.4 | 24.6 | 27.3 | 24.8 | 47.5 | 23.8 | 24.6 | 17.0 | 22.6 | 21.1 | 24.9 | 20.5 | 20.6 | 35.4 | 28.4 | 42.2 | 51.3 | 43.5 | 28.8 | 31.8 | 27.0 | 33.2 | 30.4 | 37.7 | 46.7 | 36.2 | 33.1 | 32.7 | 41.5 | 30.9 | 34.9 | 22.9 | 19.9 | 29.9 | 34.5 | 18.0 | 14.0 |
| Treynor Ratio | NA | 3.81 | 0.93 | 0.22 | 0.03 | 0.09 | NA | NA | 0.13 | 0.2 | -0.09 | -0.12 | -0.12 | 0.0 | 0.05 | 0.49 | -0.17 | 0.13 | 0.47 | -0.16 | 0.12 | 0.45 | 0.34 | 0.03 | 0.15 | 0.6 | -0.28 | -0.03 | 0.17 | 0.07 | 0.19 | 0.26 | -0.27 | 4.2 | -0.62 | -1.58 | -0.63 | 2.96 | 0.21 | 3.88 | -1.66 | 0.42 | 4.07 | 0.57 | -0.81 | 3.42 | 0.7 |
| Alpha | NA | 0.31 | 0.12 | 0.03 | 0.0 | 0.0 | NA | NA | 0.03 | 0.04 | -0.1 | -0.08 | 0.03 | -0.05 | -0.02 | 0.06 | -0.03 | -0.03 | 0.1 | -0.06 | 0.0 | 0.04 | 0.06 | 0.01 | 0.01 | 0.12 | 0.07 | 0.0 | 0.03 | 0.04 | 0.04 | 0.02 | 0.01 | 0.36 | -0.03 | -0.24 | -0.1 | 0.11 | 0.04 | 0.15 | -0.08 | 0.06 | 0.07 | 0.06 | -0.12 | 0.21 | 0.04 |
| Beta | NA | 0.31 | 0.44 | 0.65 | 0.68 | 0.82 | NA | NA | 0.71 | 0.55 | 1.03 | 0.67 | 0.73 | 0.6 | 0.98 | 0.82 | 0.85 | 1.14 | 0.81 | 0.9 | 1.14 | 1.02 | 0.89 | 1.28 | 0.99 | 1.04 | 0.8 | 1.51 | 1.24 | 1.12 | 1.0 | 0.67 | 0.4 | 0.29 | 0.35 | 0.3 | 0.35 | 0.1 | 0.7 | 0.12 | 0.15 | 0.37 | 0.04 | 0.49 | 0.42 | 0.24 | 0.14 |
| RSquared | NA | 0.01 | 0.02 | 0.08 | 0.14 | 0.24 | NA | NA | 0.16 | 0.06 | 0.19 | 0.13 | 0.42 | 0.1 | 0.51 | 0.18 | 0.35 | 0.2 | 0.22 | 0.44 | 0.27 | 0.3 | 0.29 | 0.72 | 0.39 | 0.43 | 0.4 | 0.3 | 0.19 | 0.13 | 0.17 | 0.12 | 0.12 | 0.03 | 0.03 | 0.02 | 0.05 | 0.0 | 0.04 | 0.0 | 0.0 | 0.02 | 0.0 | 0.06 | 0.04 | 0.03 | 0.03 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.8 | 0.7 | 0.7 | 0.6 | 0.5 | 0.5 | 0.4 | 0.2 | 0.1 | 0.2 | 0.1 | 0.1 | 0.2 | 0.3 | 0.3 | 0.3 | 0.5 | 0.4 | 0.4 | 0.5 | 0.5 | 0.6 | 0.7 | 0.7 | 1.5 | 1.2 | 0.7 | 0.4 | 0.6 | 0.6 | 0.8 | 0.3 | 0.8 | 0.6 | 0.7 | 0.5 | 1.1 | 1.5 |
| Dividend Growth(%) | N/A | -48.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.6 | 6.3 | 4.1 | 15.2 | 5.0 | 70.2 | 56.5 | 147.0 | 0.0 | 0.7 | -0.7 | 1.3 | -0.7 | -0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 26.7 | 0.0 | 4.3 | 15.0 | 0.0 | -50.0 | 42.9 | 16.7 | 0.0 | -55.6 | -22.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/16/1984
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